NVIDIA F4Q07 (Qtr End 1/28/07) Earnings Call Transcript

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2007-02-13 19:27:01.0

Tags: NVidia Corp.

Question-and-Answer Session

Operator

(Operator Instructions)

Your first question comes from Mark Edelstone with Morgan Stanley.

Jen-Hsun Huang

Hello, Mark?

Michael Hara

No Mark.

Mark Edelstone - Morgan Stanley

-- over the next six months or so, and then I have a follow-up on the application processor.

Michael Hara

Mark, your question got cut out in the first part. Can you repeat it, please?

Mark Edelstone - Morgan Stanley

Sorry, I just wanted to see if Jen-Hsun could talk a little bit about the rollout of the rest of the [GeForce 8000] family here over the next several quarters.

Jen-Hsun Huang

You know, the core of our business starts from first building in the basic architecture itself, and it usually starts at the [enthusiast] [inaudible]. The GeForce 8800 has beaten the competition to market by well over six months and counting. It is the core by which we build our notebook GPU family, the rest of our desktop GPU family, our professional graphics solutions, our GPU computing products, as well as our motherboard GPU products, what other people call integrated graphics.

It is the core to a lot of other businesses that we are in today. The GeForce 8800 has ramped up very nicely, as you know, Mark, and at the moment, every single one of the businesses I just mentioned are in the process of taking that GeForce 8 core and driving it deep into their business.

We are not ready to announce any products today but I can assure you that every single one of those businesses have GeForce 8 throughout their product and are either ramping already or on the verge of ramping production.

Mark Edelstone - Morgan Stanley

So can you just give us a sense as to when you would expect to see the crossover so that the GeForce 8 family overall becomes your highest unit volume product?

Marvin D. Burkett

Unit volume, Mark?

Jen-Hsun Huang

Unit volume or revenue?

Mark Edelstone - Morgan Stanley

Well, whichever one you’d like to address would be fine.

Jen-Hsun Huang

I think in terms of units, it is going to take well into the latter part of the year, if not early next year, and the reason for that is because the GeForce 7 is such an incredibly efficient architecture and it is the lowest cost Vista premium solution that we know.

My sense is that we are going to continue to see quite a bit of success in GeForce 7 for people who would like to put together the lowest cost Vista premium machine, and so the volumes of the GeForce 7 family are going to continue well through this year and probably well through next year. The unit volume should be pretty high there.

 

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