NVIDIA Business Overview as Presented by Jen-Hsun Huang, CEO & Co-founder's at NVIDIA's 2014 Annual Investor Day
- 2. FY14 Gross Margin. All CAGRs are FY10 to FY14.
55% GROSS MARGINS
Focus where visual computing is valued
and innovate beyond components
PC: 9% CAGRFocus on specialty PCs (Gaming & Design)
CLOUD: 64% CAGR
MOBILE: 48% CAGR
Revolutionize cloud and mobile by
leveraging visual computing specialty
>7,000 PATENT ASSETS
Create value with
groundbreaking inventions
Focus on Visual ComputingBusiness Highlights
- 3. World Leader in Visual Computing
DESIGN and
VISUALIZATION
GAMING HPC and
DATA CENTER
AUTO and
SMART DEVICES
IP GRAPHICS CARDS SYSTEMSGPUs and SOCs
- 4. LEVERAGING
RESOURCES
Our two business lines — GPU
and Tegra Processor — leverage
a single, unified architecture.
On this foundation, we build
technologies for each of the major
computing platforms — PC, cloud,
mobile.
We create differentiated brands to
target large markets — Gaming,
Design and Visualization, HPC and
Data Center, Auto and Smart
Devices — where visual computing
is deeply valued.
- 7. Tegra — Establishing
Our Position in Mobile
Unify Architecture Lead New MarketsPlay to our Strengths:
GPU, Games, Brand
- 8. Unify GPU & Tegra Architecture
MOBILE
ARCHITECTURE
Maxwell
Kepler
Tesla
Fermi
Tegra 3
Tegra 4
Tegra K1
GPU
ARCHITECTURE
Tegra K1
- 9. Unify GPU — Leveraged Investment
TEGRA
AUTO
GRID
TESLA
GPU
- 10. TEGRA —
THE PLATFORM FOR
ANDROID GAMING
SOURCE: Android gaming: DFC.
Android Gaming: $12B in 2 yrs
$0
$3
$6
$9
$12
2012 2013 2014 2015 2016
Billions
“We can take absolutely anything
that runs on PC or high-end
console and run it on Tegra… I
didn’t think that’d be at this level
on mobile for another 3-4 years.”
— Tim Sweeney, Founder, EPIC Games
- 11. SOURCE: Global car production: LMC Automotive.
The World’s First Car
Supercomputer
TEGRA —
TOMORROW’S CAR, TODAY
Global Car Production
0
20
40
60
80
100
2012 2013 2014 2015 2016
FY14: Won $1.9B
41 Models • 16M Cars
Millions
- 13. 10
20
30
40
50
60
70
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
GEFORCE —
DRIVING NEXT-GEN PC GAMING
Billions$
30M installs
2M games/month optimized
1.8M hours captured
0%
10%
20%
30%
40%
50%
60%
70%
2010 2011 2012 2013
Gamers’ Choice
Discrete GPU Share
PC
Console
Portable
Mobile
PC and Mobile Gaming — Largest & Fastest Growing
SOURCE: Gaming software, DFC. GPU market share: Mercury Research.
- 14. -
200
400
600
800
1,000
1,200
2012 2013 2014 2015 2016 2017
Units(thousands)
3D Printing Revolution
95% CAGR
QUADRO —
REVOLUTIONIZING
DESIGN & VISUALIZATION
SOURCE: 3D Printing: Gartner.
IRAY ECOSYSTEM
Bunkspeed
Maya
Catia
3ds Max
IRAY VCA
- 15. “10 OF TOP 10”
1,104
5,379
0
1,000
2,000
3,000
4,000
5,000
6,000
2010 2015
TESLA —
ACCELERATING MOMENTUM
IN HPC & DATA CENTER
CUDA for
Machine Learning
A Torrent
of Unstructured Data
ExabytesofData
SOURCE: Green500 list November 2013. Data growth: IDC's Digital Universe Study.
“IBM-NVIDIA Deal Latest in
Hot Supercomputer Sector”
— Wall Street Journal
- 16. 45
466
0
100
200
300
400
500
Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Jan Feb
10X Growth in 1 Year
GRID Trials Worldwide
GRID —
ENABLING END-TO-END
ENTERPRISE VIRTUALIZATION
SOURCE: NVIDIA KPI measuring GRID traction.
- 17. 0
1000
2000
3000
4000
5000
6000
7000
SOURCE: Fundamental graphics patents: U.S. Patent Office.
Fundamental
Graphics Patents
INVENTOR of
GPU • GPGPU • Programmable Shading
IP —
LICENSING THE
WORLD’s BEST GPU
Target Vertically
Integrated OEMs Building
Differentiated Devices
2B+ Devices per Year
0
100
200
300
400
500
600
Patent Portfolio Growth
- 18. NVIDIA Opened a Huge
Market for Visual Computing
~$100B Gaming MarketGeForce & Tegra Gaming
~100M CarsTegra for Auto
~500M Enterprise WorkersGRID for Enterprise Virtualization
Big Data Grows 5X in 5 yrsTesla for Machine Learning
Investment Thesis
- 20. RECONCILIATION OF NON-GAAP TO GAAP FINANCIAL MEASURES
(in millions)
FY2010 FY2014
Graphics Processing Unit (GPU) excluding chipset revenue $2,298 $3,454
Chipset revenue 872 14
GPU revenue $3,170 $3,468
FY2010 FY2014
Tegra Processor excluding game console related revenue $79 $378
Game console related revenue 77 20
Tegra Processor revenue $156 $398