Title: CORPORATE PRESENTATION
1CORPORATE PRESENTATION
Driving Storage Innovation
July 2009
2Forward Looking Statement
- The following information contains, or may be
deemed to contain, "forward-looking statements"
(as defined in the U.S. Private Securities
Litigation Reform Act of 1995) which reflect our
current views with respect to future events and
financial performance. We use words such as
"anticipates," "believes," "plans," "expects,"
"future,"' "intends," "may," "will," "should,"
"estimates," "predicts," "potential," "continue"
and similar expressions to identify these
forward-looking statements. All forward-looking
statements address matters that involve risks and
uncertainties. Accordingly, you should not rely
on forward-looking statements, as there are or
will be important factors that could cause our
actual results, as well as those of the markets
we serve, levels of activity, performance,
achievements and prospects to differ materially
from the results predicted or implied by these
forward-looking statements. These risks,
uncertainties and other factors include, among
others, those identified in "Risk Factors,"
"Management's Discussion and Analysis of
Financial Condition and Results of Operations''
and elsewhere in the companys 20-F filed with
the SEC. Xyratex Ltd. undertakes no obligation
to publicly update or review any forward-looking
statements, whether as a result of new
information, future developments or otherwise.
3Our Mission
4Unique and Deep Understanding of Storage Market
5Market Trends
- (Worldwide capacity of shipped external disk
storage systems, in terabytes)
24,203,000
CAGR 62
Video
Data Growth (Terabytes)
Convergence of Voice and Data
Multimedia
2,190,000
Longer Retention
Instant Messaging
E-Mail
2006
2011
Source IDC, 2007
Source Credit Suisse
6Revenue Growth
1,050
(US millions)
984
932
CAGR 30
680
459
334
252
175
Proven and Resilient Business Model
7Xyratex Global Presence
OVER 1,600 EMPLOYEES WORLDWIDE
8Xyratex-The Foundation of the Storage Industry
- Over 1 Exabyte of external capacity shipped in
2008, approximately 14 of worldwide shipments - 75 of worlds 3.5 drives produced using Xyratex
equipment
- Strong financial track record
- Over two decades of storage networking
experience - NASDAQ IPO June 04
- MBO from IBM in 1994
- Intel Server Storage Innovation award 2007
- BusinessWeek IT 100- 2006
- NASDAQ Global Select Market-2006
- Seagate Outstanding Supplier-2005
- Worldwide customers include the Whos Who of
Storage
Source Company and internal analysis based on
IDC data
9Driving Storage Innovation
Over 350 patents and filings worldwide and
actively engaged with over 50 research labs
- First 2½ 30 drive enclosure
- First 3½ 48 drive high density enclosure with
full HA - First to market with SAS enclosures
- First 4Gb integrated RAID solution to support
SAS/SATA drives - First 4Gb FC JBOD and SBOD
- First Switched Bunch of Disks (SBOD)
- First patented asynchronous test cell
automation process - First 2U and 4U 12 bay enclosure for 1.625, 3.5
Hard disk Drives - First 3U 16 bay enclosure for 1 high, 3½ disk
drives - First Split-loop (2x16) and Quad-loop (4x8) FCAL
enclosure option
10Global Customer Relationships
Strategic Relationships Established with both
Market Technology Leaders
11Creating Value Through Relationships
12NETWORKED STORAGE SOLUTIONS
Enterprise Class Storage Solutions for Global
OEM Brands
13Storage - The Foundation of Your Solution
- Storage is fundamental to the success of your
solution - Storage is complex, requires specialized
knowledge handling
- Dont let storage be your weakest link
- Choose the right partner focus on YOUR core
competency
Storage is OUR core competency
14Fueling the Explosive Demand
- Efficiency energy, storage, management
- GREEN Reduce/Reuse/Recycle Eco Friendly
- Data Protection/Reliability/Security
- Virtualization
- Digitization
- Tiered Storage
- Drive Variety (3.5/2.5/SSDs)
- Connectivity/Bandwidth
- File Based Storage
- Purpose-built computing
- Compliance
- Global access to data
- Unstructured Data
- Larger Objects/Images
- Active Archives
- Content Depots
- Digital Content Creation
- Long-term Data Retention
- Data Services
15Integrated System Test
- Xyratex patented IST delivers
- Most thorough and patented test process
- Lowest warranty claims costs -gt1/4 to 1/2 of
industry standard - Highest MTBF rates - up to twice the
manufacturers rate - Reduced infant mortality the 1st 90 days are
the most expensive! - Xyratex IST will
- Shorten your test process - get to market faster
- Reduce your test, warranty costs
- Increase the reliability of your product for
business-critical environments - Increase customer satisfaction
Failure Analysis
System Level Testing
Industry Leverage Synergy
IST
Powerful Software Architecture
CERT
25 Yrs ofKnow-How
Source Xyratex
16Xyratex A Leading Partner in the Storage
Ecosystem
Xyratex Storage Solutions are created through
working with industry leaders to ensure system
integrity
- Operating System certification
- Virtualization Hypervisor certification
- Storage Application certification
- SAN Infrastructure certification
- Leading roles on Industry Association boards
17Product Portfolio
Advanced Storage SW Infrastructure and Management
OneStor Family
4U HD
3U
2U
Genesis Enclosure Management
Storage Application Support (ABOD)
AP1424i
HS1235
AP1224i
AP1212i
RAID Data Protection (RBOD)
RP6424f
F5404E
E5412, F6412
RP6212f
RP6224f
Power Packaging Cooling Foundation (SBOD/EBOD)
EOL
SP1424s
RS1602/1603
RS1220X
RA4835
SP1212s
SP1224s
18Xyratex Portfolio of Value-Add IP
Platform Technology 2U, 3U, and 4U 19 Rack and
Tower technologies. Supporting Fibre Channel,
SAS, SCSI, and Ethernet host interfaces with
FC-AL, SAS, SATA, and SCSI drive interfaces
19Xyratex Storage Services Portfolio
- Fulfillment
- Supply Chain Management
- Customization
- Integration and Configure to Order
- Customer Logistics
- Benefit for Server and Storage OEMs
- Track Record of overcoming any storage
integration challenge - Enables OEMs to focus on their core competency
not on storage - Create sustainable advantage for OEM storage
systems - Lower CAPEX and OPEX
- Improve business flexibility via a global
logistics capability - Achieve sustainable storage systems leadership,
competitive advantage
20STORAGE INFRASTRUCTURE
Capital Process Equipment to the Disk Drive
Industry
21Storage Infrastructure within Disk Drive
Manufacturing
Disk Drive Head Fabrication
Head Test
Process Automation
Disk Drive Media Manufacturing
Precision Cleaning
Disk Drive Assembly Test
Factory Control
Servo Track Writing
Automated High-Volume Test
22Worldwide HDD Shipments, by ApplicationActuals
and Forecast (1999-2012)
23HDD Industry Equipment Market, by Equipment
CategoryActuals and Forecast (2007-2013)
24Substrate-Media-HDD Process Equipment Market, by
Equipment TypeActuals and Forecast (2007-2013)
25Storage Infrastructure Innovation Growth
- 30 Years Technology Development
- Established Patent Portfolio
- Enterprise Storage Business Expertise
- Expanding Product-Line Footprint
- Disk Drive Test
- Servo-Track Write
- Process Automation
- Precision Cleaning
- Organic Growth Within Existing Product-Lines
- Technology Disruptions, e.g. Patterned Media
- Increasing Customer Breadth
- Strategic Investments to Strengthen Market
Position - Technology, Product Breadth, Scale
26Corporate Summary
- Rapid growth in storage of digital information
- Proliferation of new storage platforms and
communication protocols to support growth in
storage networks - Strong demand for technology outsourcing by the
major OEMs - Technology leader in storage I/O and systems
integration - Strong customer relationships commitment
- Over two decades of storage networking RD
experience - Revenue grown tenfold since 1999
27END OF PRESENTATION