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NVIDIA Business Overview as Presented by Jen-Hsun Huang, CEO & Co-founder's at NVIDIA's 2014 Annual Investor Day
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NVIDIA Business Overview as Presented by Jen-Hsun Huang, CEO & Co-founder's at NVIDIA's 2014 Annual Investor Day

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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.

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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  • 1. Jen-Hsun Huang, CEO & Co-founder 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.
  • 5. 0 50 100 150 200 250 300 350 400 FY10 FY14 0 500 1000 1500 2000 2500 3000 3500 FY10 FY14 (Revenue, in millions) PC Platform Mobile Platform HPC & Data Center +9% CAGR +48% CAGR +64% CAGR Growth in All Platforms 0 20 40 60 80 100 120 140 160 180 200 FY10 FY14
  • 6. 0 50 100 150 200 250 300 350 400 FY10 FY14 Growth by Business GPU Tegra Processor +11% CAGR +48% CAGR (Revenue, in millions) 0 500 1000 1500 2000 2500 3000 3500 4000 FY10 FY14
  • 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 $1.9B 41 Models • 16M Cars Millions
  • 12. VISUAL COMPUTING — BEYOND CHIPS CUDA GAMEWORKS IRAY GEFORCE EXPERIENCE
  • 13. 10 20 30 40 50 60 70 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 GEFORCE — DRIVING NEXT-GEN PC GAMING Billions$  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
  • 19. Appendix
  • 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

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