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Jen-Hsun Huang, NVIDIA CEO & Co-founder, shared this business overview with attendees at NVIDIA's Annual Investor Day event on March 25th, 2014.
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Jen-Hsun Huang, CEO & Co-founder
ANNUAL INVESTOR DAY
FY14 Gross Margin. All CAGRs are FY10 to FY14.
55% GROSS MARGINS Focus where visual computing is valued
and innovate beyond components
PC: 9% CAGR Focus 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 Computing Business Highlights
World Leader in Visual Computing
DESIGN and VISUALIZATION
GAMING HPC and DATA CENTER
AUTO and SMART DEVICES
IP GRAPHICS CARDS SYSTEMS GPUs and SOCs
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.
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FY10 FY14
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FY10 FY14
(Revenue, in millions)
PC Platform Mobile Platform HPC & Data Center
+9% CAGR +48% CAGR +64% CAGR
Growth in All Platforms
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FY10 FY14
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FY10 FY14
Growth by Business
GPU Tegra Processor
+11% CAGR +48% CAGR
(Revenue, in millions)
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FY10 FY14
Tegra — Establishing Our Position in Mobile
Unify Architecture Lead New Markets Play to our Strengths: GPU, Games, Brand
Unify GPU & Tegra Architecture
MOBILE
ARCHITECTURE
Maxwell
Kepler
Tesla
Fermi
Tegra 3
Tegra 4
Tegra K1
GPU
ARCHITECTURE
Tegra K1
Unify GPU — Leveraged Investment
TEGRA
AUTO
GRID
TESLA
GPU
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
SOURCE: Global car production: LMC Automotive.
The World’s First Car Supercomputer
TEGRA — TOMORROW’S CAR, TODAY
Global Car Production
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2012 2013 2014 2015 2016
FY14: Won $1.9B 41 Models • 16M Cars
Millions
VISUAL COMPUTING — BEYOND CHIPS
CUDA
GAMEWORKS
IRAY
GEFORCE EXPERIENCE
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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.
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800
1,000
1,200
2012 2013 2014 2015 2016 2017
Unit
s (t
housa
nds)
3D Printing Revolution
95% CAGR
QUADRO — REVOLUTIONIZING
DESIGN & VISUALIZATION
SOURCE: 3D Printing: Gartner.
IRAY ECOSYSTEM
Bunkspeed
Maya
Catia
3ds Max
IRAY VCA
“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
Exabyte
s of
Data
SOURCE: Green500 list November 2013. Data growth: IDC's Digital Universe Study.
“ IBM-NVIDIA Deal Latest in Hot Supercomputer Sector”
— Wall Street Journal
45
466
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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.
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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
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Patent Portfolio Growth
NVIDIA Opened a Huge Market for Visual Computing
~$100B Gaming Market GeForce & Tegra Gaming
~100M Cars Tegra for Auto
~500M Enterprise Workers GRID for Enterprise Virtualization
Big Data Grows 5X in 5 yrs Tesla for Machine Learning
Investment Thesis
Appendix
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