PHIL CARMACK SVP Mobile Business Unit Annual Investor Day 2013

Transcription

1 PHIL CARMACK SVP Mobile Business Unit Annual Investor Day 2013

2 Tegra Tegra Business is Substantial Tegra 4 is a Family $723M in FY13 (109% CAGR); $10B TAM in 2016 Tegra 4, Tegra 4i, i500 Visual Computing Matters in Mobile We ve Built a Breakthrough SDR Modem 76% of Android app revenue is games; 106M HDR app downloads 20M modems shipped; 95 carriers 2 LTE modems in Cert process

3 Tegra Opportunity TEGRA ~$10B Android Devices WinRT PC Auto $79M $723M GRID ~$10B $2.3B $3.2B GPU ~$6B GeForce Quadro Tesla FY10 FY13 TAM

4 Units (millions) Tegra Historical Rhythm Tegra 2 ships Tegra 3 ships Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 FY11 FY12 FY13 FY14(E) Includes Android, WinRT, Auto, and Embedded

5 Competitive Discontinuity Graphics CPU - LTE Family /2014

6 Tegra 4 Family Based on these estimates, even Qualcomm s best processor, which is due to enter production at about the same time as Tegra 4, won t surpass NVIDIA in these tests. Tegra 4 Tegra 4i

7 Performance Tegra 4i Mainstream Price, Premium Experience Same Performance Snapdragon S800 Tegra 4i (8974) 3x Same Perf Price Snapdragon S400 (8930) Affordability

8 Premium Features Go Mainstream Key Factors for Chinese Users to buy a smartphone Cheaper Price Faster Processor Better Screen Larger Display Camera Better UI Branding Longer Battery Life 3G ID Memory Thinness Dual SIM 0% 10% 20% 30% 40% 50% 60% 70% 80% IHS, March 2013

9 Tegra 4i Highest Performing Single-Chip Smartphone Processor Tegra Tegra 4 GPU 2.3GHz Quad Integrated i500 Core NVIDIA impressed me, perhaps one of only two LTE com processors on a single die (and demonstrated in a real cellphone at the show). Will Strauss President, Forward Concepts

10 SDR Benefits Efficient Optimized Algorithms Flexible WITHOUT SDR 40% SMALLER BUFFERING WITH SDR half the die size More bits/joule World class algorithms improve realized throughput New standards, current HW Fast qualification Broad feature support

11 The Spectrum Challenge Mobile Data (Petabytes) Spectrum Allocated Spectral Efficiency % % 80% 70% % 50% 40% % 20% 10% % Now (HSPA R7) (LTE) 30x More Demand Limited Spectrum Available Low Growth in Efficiency Cisco VNI, Feb 13

12 Icera Modem Milestones Certified at 95 carriers in 65 countries 20M modems shipped to date 1st WinRT LTE multi-mode modem certified at AT&T CAT4, CA, VoLTE HSDPA SoftBank Japan HSUPA AT&T HSPA Vodafone Global HSPA+ T-Mobile US 1 st LTE Multimode AT&T 1 st HSPA+ Phones I500 Sampling CAT i150 i300 i400 i500

13 Compute Innovation Outpaces Energy 110x Compute, 2x Battery Battery Density CPU Speed Year 0 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Mobile Computing Improvement - Paradiso, et al. Pervasive Computing, IEEE, 2005.

14 Architected for Better Battery Life 3 Major Innovations IPC PRISM A15 A15 A15 A15 2 MB L2 FRAME PRISM 2 DISPLAY Krait Krait Krait Krait 512KB 512KB 512KB 512KB

15 Tegra 4i Energy Efficiency Demo (Sunspider)

16 Sunspider Benchmark Relative Performance Higher Performance, Lower Power Tegra 4i vs S x Faster 16% Lower Power S600 Tegra 4i S600 Tegra 4i S600 measured on LG Optimus G; Tegra 4i measured on Phoenix with 1080p display; Power is system power measured at battery

17 106M HDR App Downloads 106,500,

18 Leading Camera Innovation If you want to take better pictures on your mobile device, NVIDIA s Chimera computational photography engine is the technology you ve been waiting for. Single-Shot HDR NVIDIA Chimera Computational Photography Architecture Sensor ISP Tegra 4 GPU Cores Tegra 4 Quadcore CPU Always on HDR HOTTEST GADGETS MWC 2013 Better photography: NVIDIA Tegra 4 HDR camera NVIDIA Computational Photography Engine Memory Tap to Track HDR Pano

19 Tap-to-Track with HDR Demo

20 Color Inversion 5x Segmentation 5x Face Detection 6x Edge Detection 60x Transforms 10x Fitting 60x Corner Detection 8x Feature Detection 6x Depth Maps 25x Optical Flow 10x Histogram of Oriented Gradients 5x Point Clouds 50x

21 Mobile Gaming Takes the Lead Percent of Developers working on games, per platform Google App Revenue* 48% PCs 55% Mobile Devices 76% Games 13% Xbox 360, PS3 11% Next-Gen Consoles 5% Wii U 24% Other Downloads Source: 2013 GDC Survey App Annie, Feb 13 * US revenue in Dec 2012

22 Performance Tegra Roadmap Tegra 4 1st LTE SDR Modem Computational Camera Logan Kepler GPU CUDA OpenGL 4.3 Parker Denver CPU Maxwell GPU FinFET Cat6/7 1 1st Dual A9 Tegra Tegra 3 1st Quad A9 1st Power-Saver Core

23 STEVE ALLPRESS VP & CTO Modem, Mobile Business Unit Annual Investor Day 2013

24 NVIDIA Modem Proven Modem SDR Flexibility is Powerful Certified at 95 carriers; 20M modems shipped; LTE shipping on AT&T Implement New Standards; Support Legacy Standards SDR Efficiency Reduces Size 2.5x size advantage Two New LTE Modems On Track In Carrier Cert; 80% PTCRB done; 85% NVIOT done

25 Leverage Prior Generations for Fast Feature Development 3.6 HSDPA GSM, GPRS, EDGE 21Mbps HSPA + 50Mbps LTE multimode + Type 3i ICEClear + 42Mbps Dual Cell + HSUPA 14Mbps HSPA + 28Mbps MIMO 150Mbps CA LTE TD-LTE TD-SCDMA Backward Compatible Backward Compatible Backward Compatible 90nm 65nm 40nm 28nm

26 LTE Modem Certified & Shipping on AT&T Icera 410 Cat 2 LTE

27 Giga Ops The Challenge LTE Cat 4 Requires 65x More Processing than Voice Deep Execution Processor (DXP ) Revolutionary processor architecture 100 Carefully crafted processor design 50 Ability to freely innovate in Software 0 3G Voice 5MHz, 21Mbps 10MHz, 42Mbps LTE Cat 2 10MHz, 50/25Mbps LTE Cat 3, 20MHz, 100/50Mbps LTE Cat 4, 20MHz, 150/75Mbps

28 Smaller than a Conventional Modem GSM/GPRS EDGE DSP D-Mem I/O BLOCKS De-interleaver MRC Combiner 16 QAM HARQ processing TX Rate Match Control Control Control Logic Turbo decoder Turbo encoder Algorithms time-sliced running on NVIDIA s DXP core TURBO MMSE HARQ IFFT/FFT D$ DSP I$ HSUPA CRC Viterbi decoder Scrambling IFFT/FFT Engine MMSE equalizer DSP I-Mem D$ ARM11 I$ Crypto PLLs Rate Matching PLLs Tx RRC Filter Clock distrib Rx RRC Filter Conventional ASIC SOFT MODEM

29 100Mbps LTE Demo

30 Carrier Certification PTCRB NVIOT NOIOT TA Production Tablets i500 PTCRB NVIOT NOIOT TA Production Smartphones Tegra 4i Feb Mar April May June July Aug Sept Oct Nov Dec Jan

31 Tegra Tegra Business is Substantial Tegra 4 is a Family $723M in FY13 (109% CAGR); $10B TAM in 2016 Tegra 4, Tegra 4i, i500 Visual Computing Matters in Mobile We ve Built a Breakthrough SDR Modem 76% of Android app revenue is games; 106M HDR app downloads 20M modems shipped; 95 carriers 2 LTE modems in Cert process

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