NVIDIA nTeresting News: 06 May 2011

In the Issue:

· Do not be fooled by stats that do not apply, our GPU business is on the rise.

· GPU computing interest is up, so we are adding more GTC events.

Stats Don't Lie, But You Can Misinterpret Them

The latest market share numbers from Jon Peddie Research caused quite a bit of confusion among the folks that follow our business. You see, JPR's data only reports on ‘total graphics' shipped--which includes both discrete and integrated graphics chips. But that's not a totally relevant metric for NVIDIA anymore, since we left the market for integrated graphics a while back. The ‘share drop' that some people are focusing on can be attributed to that exit.

"JPR principal analyst Jon Peddie told me that NVIDIA's decline is due to the fact that the company has exited the embedded and integrated graphics chip market. In its discrete business, NVIDIA actually did well. The company held a 59.1% market share in desktop discrete graphics (AMD: 40.5%) and 41.7% in notebook discrete graphics (AMD: 58.3%)."

The companies making chipsets today are doing a fine job. NVIDIA applies our resources in areas where we can innovate and add value, and chip sets typically do not meet those criteria.

The new PC Graphics report from Mercury Research, which was also released this week, paints a clearer picture. The Mercury report shows that NVIDIA remains the market leader for discrete graphics with more than 50% market share. We have a strong position in the desktop market, particularly in the high-margin segments, where our DX11 desktop GPUs are experiencing rapid growth. In discrete notebook graphics, we're at the beginning of a significant share gain, as the industry transitions to Sandy Bridge where we have more than 200 design wins. The Mercury numbers will show a climb in discrete notebook market share that is still on the rise.

As Mercury looks ahead, they project that the number of discrete notebook GPUs shipped will double in the next five years. That partly reflects the trend to notebook, but it also shows that discrete graphics will continue to grow because they bring value to the market. While integrated graphics make gradual improvements, discrete graphics deliver an overall better computing experience. Applications continue to get more visual, and more and more applications are finding ways to use the parallel processing power of the GPU everyday.

Our market share numbers for discrete GPUs remain strong, especially when viewed alongside our GPU computing Tesla products and our strong position in the workstation market with Quadro. We are also experience a lot of success in other exciting new markets. Both in innovation:

"NVIDIA's Tegra 2 processor sets the standard for Android gaming performance on both smartphones and tablets, enabling HD gaming for devices on most major wireless carriers in the United States."

And in attach rate.

"NVIDIA swept most of the important Android designs in the first half of this year, and its next-generation Kal-El processor once again looks ready to beat Qualcomm's newer designs to the market this coming holiday season."

GTC is Getting More and Bigger

With more than 2,000 attendees from more than 40 countries, GTC 2010 was the second-largest supercomputing event of the year. Based on past success, NVIDIA is expanding the GPU Technology Conference (GTC) to address the increasing global interest in GPU computing and the way it is driving next-generation research and scientific discovery. We are adding multiple regional GTC events across the globe, including events in the following locations:

· Singapore -- May 12, 2011

· Taipei -- May 19, 2011

· Tel Aviv -- May 30, 2011

· Tokyo -- July 22, 2011

· Beijing -- December 15-16, 2011

NVIDIA will leverage the Supercomputing Conference (SC) as the annual venue for GPU computing in the fall, and the North American GTC will become an annual spring event. This year's GTC is being shifted from October 2011 to spring 2012.

More information about GTC is available at www.gputechconf.com.

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NVIDIA nTeresting News: 06 May 2011

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