investor day 2015: the expansion of visual computing
TRANSCRIPT
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JEN-HSUN HUANG | MARCH 17, 2015
THE EXPANSION OF VISUAL COMPUTING
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GAMING AUTO ENTERPRISE OEM & IP HPC & CLOUD
THE WORLD LEADER IN VISUAL COMPUTING
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REVENUE BY MARKET — Y-Y
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600
1200
1800
2400
FY14 FY15
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50
100
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200
FY14 FY15
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225
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675
900
FY14 FY15
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75
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FY14 FY15
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FY14 FY15
GAMING AUTO ENTERPRISE OEM & IP HPC & CLOUD
36% 85% 4% 53%
-13%
(in millions)
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0
900
1800
2700
3600
FY14 FY15
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120
240
360
FY14 FY15
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FY14 FY15
REVENUE BY PLATFORM — Y-Y
PC DATA CENTER MOBILE
8% 60%
45%
(in millions)
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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%
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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
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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
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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
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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
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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
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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
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GAMING AUTO ENTERPRISE OEM & IP HPC & CLOUD
THE WORLD LEADER IN VISUAL COMPUTING
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THANK YOU