Investor Day 2015: The Expansion of Visual Computing
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JEN-HSUN HUANG | MARCH 17, 2015 THE EXPANSION OF VISUAL COMPUTING
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Transcript of Investor Day 2015: The Expansion of Visual Computing
JEN-HSUN HUANG | MARCH 17, 2015
THE EXPANSION OF VISUAL COMPUTING
GAMING AUTO ENTERPRISE OEM & IP HPC & CLOUD
THE WORLD LEADER IN VISUAL COMPUTING
REVENUE BY MARKET — Y-Y
0
600
1200
1800
2400
FY14 FY15
0
50
100
150
200
FY14 FY15
0
225
450
675
900
FY14 FY15
0
75
150
225
300
FY14 FY15
0
400
800
1200
1600
FY14 FY15
GAMING AUTO ENTERPRISE OEM & IP HPC & CLOUD
36% 85% 4% 53%
-13%
(in millions)
0
900
1800
2700
3600
FY14 FY15
0
120
240
360
FY14 FY15
0
200
400
600
FY14 FY15
REVENUE BY PLATFORM — Y-Y
PC DATA CENTER MOBILE
8% 60%
45%
(in millions)
WINNING STRATEGIES
Focus on few, large vertical markets where NVIDIA’s visual computing expertise is essential
Invent GPU-accelerated cloud computing
Leverage mobile to revolutionize Auto and Gaming
Record Revenue: $4.7B
Data Center growth: 60% Y-Y
Mobile growth: 45% Y-Y
Engage deeply with vertical markets and offer platforms of great value
Record Margins: 55.5%
57M installs GameWorks
FOCUS ON VISUAL COMPUTING
GeForce for PC Gaming
$27B PC gaming market growing at 8% CAGR #1 PC gaming platform $2B business, 17% CAGR last 4 years
Source: DFC
INVENT GPU-ACCELERATED CLOUD
vGPU for Enterprise Virtualization
Revolutionary virtual graphics platform for data centers 225M design professionals 1,800 deployed/pilots/trials: +80% Y-Y
REVOLUTIONIZE AUTO NVIDIA DRIVE: Tomorrow’s cars, today
The most advanced car computer $200M growing 50% annually Global interest in deep learning for autonomous driving
REVOLUTIONIZE TV SHIELD Android TV console
First 4K smart TV device Great games for every living room 40M OTT STB growing 50% annually
Source: Gartner
IP World’s Most Advanced GPU
7,300+ patent assets June 22/23: ITC hearing regarding Samsung/Qualcomm; Decision early Oct.
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NVIDIA Intel AMD Samsung Pixar Apple
Fundamental Graphics Patents
NEW STRATEGY EXPANDS TAM
Gaming
Auto
Enterprise
From $5B GPU to $100B gaming market
From $5B processor to $35B car computer market
$1.5B professional designers $5B enterprise virtualization
$5B data center HPC & Cloud
GAMING AUTO ENTERPRISE OEM & IP HPC & CLOUD
THE WORLD LEADER IN VISUAL COMPUTING
THANK YOU
