nVidia's ThoughtsOn the CAD Market

nVidia mentions CAD, although not the way we recognize it. During the quarterly conference call with financial analysts, ceo Jen-Hsun Huang said:

The computer aided design industry is undergoing a massive transition from 2D illustration to worldwide collaborative 3D design, and could represent tens of millions of new CAD seats over the coming years.

Tens of millions of new seats. Wow! Here's where some of those numbers might be coming from:

...some of these economies are no longer just manufacturing economies but they are moving into design economies, and so as you know, China is moving very, very quickly up the food chain and more and more unique designs are coming out of China. Well, they need workstations for that.

So, software can be bootlegged, but that's harder to do with hardware, especially the graphics hardware needed for high-end MCAD design and rendering.

Credit Seeking Alpha.