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pww.comNVIDIA Corporation Presents at UBS Global Technology and Services Conference 2011, Nov-17-2011 12:00 PM - NasdaqGS:NVDA

NasdaqGS:NVDA

Jen-Hsun Huang [Co-Founder, CEO, President & Director] 💬

Jen-Hsun Huang, the Co-Founder, CEO, President, and Director of NVIDIA Corporation, presented at the UBS Global Technology and Services Conference in 2011. Here is a detailed summary of his presentation:

  1. Introduction

    • Expresses appreciation for the opportunity to present.
    • Mentions that he has more slides than usual due to significant announcements in the fields of high-performance computing and workstations.

  2. NVIDIA’s Four Growth Drivers

    • Tegra: Mobile processor for handheld devices.
    • GeForce: Graphics card for gaming enthusiasts.
    • Quadro: Graphics card for professional workstations.
    • Tesla: High-performance computing solutions for scientific and technical computing.

  3. Business Focus

    • NVIDIA operates in two primary markets: GPU business and mobile processor business.
    • Emphasizes the importance of parallel processing and energy efficiency in both markets.

  4. Market Segments

    • GPU Market: Accelerates computing for gamers, workstation developers, and scientific simulations.
    • Mobile Processor Market: Focuses on energy efficiency, especially for mobile devices.

  5. Revenue Trends

    • NVIDIA has been exiting the chipset business, which is now a small part of the company.
    • The GPU and mobile processor businesses have been steadily growing.

  6. Supercomputing Conference Announcements

    • Announced products for high-performance computing and workstations at the Supercomputing Conference.
    • Introduced GPU directives, simplifying programming for accelerated computing.
    • NVIDIA's technology is being used in supercomputers like Blue Waters and Titan, emphasizing the importance of energy efficiency.

  7. Workstation Technology

    • Announced NVIDIA Maximus technology, integrating simulation capabilities directly into workstations.
    • Partnerships with major workstation manufacturers like HP, Dell, and Lenovo.

  8. Quadro Business Growth

    • Record quarter in the Quadro business driven by growth in China and India.
    • China's 12th Five-Year Plan emphasizes local design and creation.
    • India's film industry, led by Shahrukh Khan, is moving towards digital production, driving demand for workstations.

  9. GPU Market Dynamics

    • Explained the concept of "good, better, best" in the PC market.
    • NVIDIA's GPUs cater to different performance levels, unlike integrated graphics.
    • Desktop GPU market growth attributed to the second half of the 10-year game console cycle.

  10. Tegra Business

    • Established presence in the mobile market and gained credibility among OEMs.
    • Introduced Tegra 3, the world's first quad-core processor with variable SMP technology.
    • Showcased Tegra 3 running Android Ice Cream Sandwich, highlighting compatibility and performance improvements.

  11. Future Outlook

    • Anticipated growth in the Tegra business due to more OEM partnerships, Ice Cream Sandwich adoption, and Windows 8 integration.
    • Addressed concerns about competition from Intel and Qualcomm, emphasizing NVIDIA’s focus on computing and graphics performance.

  12. Closing Remarks

    • Thanked the audience and expressed gratitude for the opportunity to present.

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