NVIDIA shows signs ... [2008 - 2017]

[ferro]

Decent win for the boys in green, but of course none of the also-rans stand a chance of garnering anywhere near the mindshare of the actual ipad.

I wouldn't say that. An Android tablet makes as much sense to Android phone users as an ipad to iphone/ipod users. Competition is at the phone level, and less at the tablet level. I don't think Android phone users will buy an ipad, nor will iphone users buy an Android tablet.

Android phone market share is growing rapidly, and tablets like this are an interesting opportunity for the Tegra platform.

 

[Blazkowicz]

it's an Android tablet computer.
I believe Android can get recognition, as the thing that does the same thing as Ipod/pad, but without the vendor lock-in and censorship limitations.

People are not that dumb, they'll know that it's a computer and they will understand the ipad doesn't want them to easily transfer their data around.

 

[aaronspink]

I wouldn't say that. An Android tablet makes as much sense to Android phone users as an ipad to iphone/ipod users. Competition is at the phone level, and less at the tablet level. I don't think Android phone users will buy an ipad, nor will iphone users buy an Android tablet.

Android phone market share is growing rapidly, and tablets like this are an interesting opportunity for the Tegra platform.

You are making an assumption that the markets are linked with may or may not be true. The two device types really do have significantly different usage models. The tablet market as its being envisioned is very much a content driven market whereas the smartphone market is a connectivity driven market. The main issue that android has as a tablet device is content availability. I doubt android tablets will do any better than the win7 tablets.

 

[aaronspink]

it's an Android tablet computer.
I believe Android can get recognition, as the thing that does the same thing as Ipod/pad, but without the vendor lock-in and censorship limitations.

People are not that dumb, they'll know that it's a computer and they will understand the ipad doesn't want them to easily transfer their data around.

The issues are ones of usage models. We've had these uber-tablet computers for years. They've failed. The fundamental reality is that the tablet form factor really does require a different usage model than either smartphones or laptops to succeed.

 

[Sxotty]

it's an Android tablet computer.
I believe Android can get recognition, as the thing that does the same thing as Ipod/pad, but without the vendor lock-in and censorship limitations.

People are not that dumb, they'll know that it's a computer and they will understand the ipad doesn't want them to easily transfer their data around.

People are buying them b/c the ads say they are neato. If the adds don't say they can't transfer data around they won't notice

 

[swaaye]

People are not that dumb, they'll know that it's a computer and they will understand the ipad doesn't want them to easily transfer their data around.

So I guess that means you haven't run into the people who don't know that there are options other than Ipods? I wouldn't go giving the masses too much credit now. Overestimation of their capabilities is a common problem I see here.

 

[silent_guy]

it's an Android tablet computer.

I don't think people look at the iPad or any kind of tablet as if it's a computer. (I certainly do not look at it that way, even though I know what's inside.) It's an entertainment gadget that happens to be able to do a limited amount of computing too.

Unless it has the same seamless integration with music, video, entertainment apps (and books?) as the iPad, I think it's going to flop. I've yet to see anything from Android that comes close.

... as the thing that does the same thing as Ipod/pad, but without the vendor lock-in and censorship limitations.

Do you really think the teenage kid or aunt Millie cares about lock-in and censorship? We are talking about people like this.

People are not that dumb, they'll know that it's a computer and they will understand the ipad doesn't want them to easily transfer their data around.

I think it's quite the opposite. As soon as people find that playing their music and video is not as easy to transfer to connecting to iTunes (because that's really the only data they'll care about), they'll lose interest. (As do I, FWIW.)

 

[trinibwoy]

^ Fully agree. Consumers don't care about that philosophical stuff. The only thing that matters is whether it accommodates their use cases or not.

 

[Ailuros]

Android phone market share is growing rapidly, and tablets like this are an interesting opportunity for the Tegra platform.

Where does the conclusion come from that wherever Android is present Tegra has hypothetically better chances than other contenders?

 

[Blazkowicz]

Some of its selling points are a computer programs store, and a touchscreen keyboard

really, that's a great kind of device for reading PDFs, offline webpages and documents.
Who stores their PDFs in iTunes?
Anyway I'll wait for a device with a dual mode sunlight/indoor display before getting interested.

 

[Sxotty]

Some of its selling points are a computer programs store, and a touchscreen keyboard

really, that's a great kind of device for reading PDFs, offline webpages and documents.
Who stores their PDFs in iTunes?
Anyway I'll wait for a device with a dual mode sunlight/indoor display before getting interested.

No doubt it sucks, but that doesn't mean people won't buy it. An acquaintance of mine brought one to a party all excited then was like "well it looks better inside" since you could not see the display for crap outside. It is funny how people line up to get fleeced. It would be possible to make a worse screen for outdoor viewing, but I don't see why they would bother when sunlight readable screens are easily obtained.

 

[Periander]

Decent win for the boys in green, but of course none of the also-rans stand a chance of garnering anywhere near the mindshare of the actual ipad.

Asus' Android tablet to be Tegra based also:

http://www.digitimes.com/news/a20100423PD207.html

The sources estimated that Asustek's Tegra-based Eee Pad will be priced at NT$15,000-16,000 (US$479-510) after bundling with telecom carrier services, and total shipments will reach 300,000 units in 2010.

 

[dkanter]

Asus' Android tablet to be Tegra based also:

http://www.digitimes.com/news/a20100423PD207.html

Funny how that price tag is higher than many netbooks...

David

 

[Silent_Buddha]

Yeesh, for that price I'm going to just wait for the HP take on the slim slate tablet using a full install of Win7.

Neither the iPad or Android based tablets will be useful to me. Then again, I do a lot more on my tablet devices (on my second one now) than just media.

Regards,
SB

 

[Davros]

found this quote about nv
"Update - Needham & Company downgrades NVIDIA (Nasdaq: NVDA) from Strong Buy to Hold.

Needham analyst says, "We are downgrading NVIDIA to a Hold and removing our 12-month price target (was $22) after a series of channel checks indicating that Fermi is not ramping well and there could be further product delays. Based on our findings, NVIDIA has very limited supply of Fermi desktop/notebook parts and yields remain poor at around 20-30%...For FY11, our ests fall to $3.9BN/$0.80 (vs. $4.05BN/$0.94). For FY12, our ests fall to $4.1BN/$1.00 (vs. $4.25BN/$1.12).""

what does the $22 represent ? share price ?

 

[trinibwoy]

Yep it was their estimation of where the stock price will be in 12 months. It's pretty useless in a volatile market like this where press releases and product announcements sway opinion on a weekly basis. And that's why they pulled it - cause nobody knows where Nvidia's stock price will be a year from now. There's no valuation model that works for Nvidia's currently precarious situation - best you can do is assume everything will get fucked up, like Charlie does The most accurate indicator of where people think Nvidia will end up is the options market. It's where I would go if I was a betting man.

 

[Erinyes]

Tegra actually has great potential, and it seems at least two upcoming tablets are using it(Microsoft Courier and Asus EE Pad, not sure abt the Dell or HP ones). They look to be considerably more powerful than the Apple A4 but the implementation is yet to be seen

The microsoft Kin phones are still using Tegra one, which i suppose is quite dated compared to the most recent 40nm designs. Apart from the Zune HD are there any other products using it?

I have another query to any of the Silicon experts, how much of a performance and/or power advantage will 28nm HKMG have over regular 40nm? And i guess this info is probably a lot harder to come by but is there a significant power and/or performance difference between TSMC and GF's 28nm processes? Thanks

Edit: Found this info about Globalfoundries 28nm http://www.globalfoundries.com/pdf/GF_HKMG_TrifoldBrochure.pdf

GLOBALFOUNDRIES’ HKMG
enables full scaling from 40nm; i.e., 28nm transistors
offer up to 40% higher performance than 40nm at
comparable leakage with 50% lower energy
per switch and 50% lower static power.

Of course this is just a Press release but it gives us some indication at least

 

[dkanter]

Tegra actually has great potential, and it seems at least two upcoming tablets are using it(Microsoft Courier and Asus EE Pad, not sure abt the Dell or HP ones). They look to be considerably more powerful than the Apple A4 but the implementation is yet to be seen

The microsoft Kin phones are still using Tegra one, which i suppose is quite dated compared to the most recent 40nm designs. Apart from the Zune HD are there any other products using it?

I have another query to any of the Silicon experts, how much of a performance and/or power advantage will 28nm HKMG have over regular 40nm? And i guess this info is probably a lot harder to come by but is there a significant power and/or performance difference between TSMC and GF's 28nm processes? Thanks

Edit: Found this info about Globalfoundries 28nm http://www.globalfoundries.com/pdf/GF_HKMG_TrifoldBrochure.pdf



Of course this is just a Press release but it gives us some indication at least

http://www.realworldtech.com/page.cfm?ArticleID=RWT072109003617&p=11

DK

 

[3dilettante]

I'm a little curious, would there be any notable changes in how GF and TSMC compare, since the article was written when TSMC was going gate-first for 28nm?

 

[Erinyes]

http://www.realworldtech.com/page.cfm?ArticleID=RWT072109003617&p=11

DK

Thanks david, tho ive already read your article before

I wasnt sure on this but are IBM and GF's process pretty much the same? And i have the same query as 3dilettante, will that make any difference?