nvidia business overview as presented by jen-hsun huang, ceo & co-founder's at...
DESCRIPTION
Jen-Hsun Huang, NVIDIA CEO & Co-founder, shared this business overview with attendees at NVIDIA's Annual Investor Day event on March 25th, 2014.TRANSCRIPT
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Jen-Hsun Huang, CEO & Co-founder
ANNUAL INVESTOR DAY
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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
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World Leader in Visual Computing
DESIGN and VISUALIZATION
GAMING HPC and DATA CENTER
AUTO and SMART DEVICES
IP GRAPHICS CARDS SYSTEMS GPUs and SOCs
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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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3500
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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20
40
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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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500
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FY10 FY14
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Tegra — Establishing Our Position in Mobile
Unify Architecture Lead New Markets Play to our Strengths: GPU, Games, Brand
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Unify GPU & Tegra Architecture
MOBILE
ARCHITECTURE
Maxwell
Kepler
Tesla
Fermi
Tegra 3
Tegra 4
Tegra K1
GPU
ARCHITECTURE
Tegra K1
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Unify GPU — Leveraged Investment
TEGRA
AUTO
GRID
TESLA
GPU
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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
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SOURCE: Global car production: LMC Automotive.
The World’s First Car Supercomputer
TEGRA — TOMORROW’S CAR, TODAY
Global Car Production
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40
60
80
100
2012 2013 2014 2015 2016
FY14: Won $1.9B 41 Models • 16M Cars
Millions
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VISUAL COMPUTING — BEYOND CHIPS
CUDA
GAMEWORKS
IRAY
GEFORCE EXPERIENCE
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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.
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-
200
400
600
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
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“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
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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.
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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
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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
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Appendix
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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