GF Securities: Nvidia's NPO Forecast
Nvidia NPO OE (Operating Environment/Units)> Shipments: Projected to grow from 5.8 million units in 2027 to 8.1 million units in 2028.> Growth: Represents a year-over-year (YoY) shipment growth of 39%.Nvidia's TIA / Driver Financials> ASP (Average Selling Price): Remains constant at $65 per OE across both years.> Total Addressable Market (TAM): Expected to expand from $379 million in 2027 to $527 million in 2028.> TAM Growth: Achieves a 39% YoY expansion.Market Context & Breakdown (2028 Highlights)> NVL72 Adoption: Expected to grow from 20% adoption in 2027 to 30% in 2028 (with 162k NPO NVSwitch trays/blades).> NVL144 Adoption: Rises from 0% in 2027 to 15% in 2028 (contributing 63k NPO NVSwitch trays/blades).> CSP (Cloud Service Provider) Scale-Up NPO: Demonstrates massive acceleration, with total market TAM for TIA/Driver surging by 482% YoY to reach $2,560 million in 2028.$NVIDIA(NVDA.US)
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