With the onset of March, NVIDIA not only increased activity at events for investors, but also updated its presentation for them, including statistics from the past fiscal year in the document. This presentation repeatedly mentions that 85% of the GeForce user base needs to migrate to ray-traced hardware solutions.

NVIDIA estimates the number of GeForce graphics cards in desktop systems at about 200 million units, and about 50 million more are mobile solutions in laptops. Of this number, no more than 15% of the GPUs in service can be attributed to the RTX series. According to representatives of the company, the potential for modernizing the park is great, since sooner or later the remaining 85% will switch to products with support for ray tracing, plus the total number of game lovers will grow.

The first quarter of the presence of video cards GeForce RTX 3090, GeForce RTX 3080 and GeForce RTX 3070 on the market, according to the estimates of the CFO of the company Colette Kress (Colette Kress), brought an increase in supply volumes by 40% in a sequential comparison, and this is even taking into account the serious shortage of video cards. as well as fairly high prices. This example inspires NVIDIA representatives with the idea that the Ampere architecture is at the very beginning of its long and successful market journey.

In the notebook segment, the company’s management hopes are even higher. According to Colette Kress, laptops are the fastest growing gaming platform right now. In seven years the market volume has grown sevenfold. The past quarter marked the twelfth double-digit increase in sales volumes. Approximately 95% of laptops in use with GeForce graphics solutions lag behind today’s gaming consoles in terms of performance. At the same time, a laptop based on a GeForce RTX 3060 is 30% faster than the same Sony PlayStation 5, according to NVIDIA, so the potential for upgrading a fleet of gaming laptops is also great.