Dutchy Ron schreef op 28 februari 2017 22:03:
If Nvidia takes 50% market share in autonomous GPUs, Nvidia's revenues should increase $6 billion by 2020, at a current price of $1200/GPU (0.5 x 10,000,000 x $1200).
That's a 17% CAGR from the automotive sector alone.
Don't forget, we assumed that Nvidia will take only 50% market share in the autonomous GPU industry, which we believe is a conservative assumption, taking the Drive PX 2 capabilities into account.
Just for the record, in its 2017 FY (yes, Nvidia is ahead of the market by a one full fiscal year), Nvidia achieved a growth rate of 37%.
Still think that a 26% CAGR is not possible?
Well, look at Nvidia's data center revenue increase of 145% Y/Y