First Quarter Fiscal 2016 Highlights
During the first quarter, NVIDIA achieved progress in each of its platforms.
Gaming:
Enterprise Graphics:
- Launched NVIDIA® GeForce® GTX™ TITAN X GPU, the world's fastest GPU.
- Introduced its first living-room entertainment device, NVIDIA SHIELD™, the world's first 4K smart TV platform that uses the Internet to connect you to a world of media, games, and apps.
HPC & Cloud:
- Introduced its roadmap for physically based rendering -- including Iray® 2015 rendering software; Quadro® M6000, the world's most powerful professional GPU; and the Quadro Visual Computing Appliance, with eight M6000 GPUs.
Automotive:
- Drew more than 4,000 guests to the sixth annual GPU Technology Conference, which focused on deep learning and self-driving cars, and featured talks by leaders in these industries.
- Major consumer web and cloud companies -- including Baidu, Facebook, Flickr/Yahoo, Microsoft and Twitter -- are using NVIDIA GPUs for deep learning.
- Announced that its next-generation Pascal™ GPU architecture will accelerate deep learning applications 10X beyond the speed of current-generation Maxwell™ processors.
- Announced availability of NVIDIA DRIVE™ PX, a powerful car computer that utilizes deep learning to enable self-driving capabilities.
Well, Audi is part of the VW group. A good quantity of Audis are sold but if you also factor in VW, Seat, Skoda, Porsche, Bentley, Bugatti and Lamborghini, you can see there is potential for a lot of revenue/design wins there in the longer term.
Are they shipping lots of units?
The most high profile one in the past year seems to be the Nexus 9, which doesn't seem to be a huge seller.
Unless NV SOCs are in every Audi being sold these days, or there are some no-name Chinese devices that we're not that familiar with, where is this volume?
Last two quarters they're reporting incrementally higher revenues compared to the year-ago quarters:
http://nvidianews.nvidia.com/news/n...al-results-for-fourth-quarter-and-fiscal-2015
http://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2016
They tout the Automotive products under "Highlights" section of the press release for both quarters, not much specificity about mobile products, though they do talk up the desktop GPU products. For instance, these are the Highlights from the most recent quarter:
- See more at: http://nvidianews.nvidia.com/news/n...irst-quarter-fiscal-2016#sthash.BAwZJrHT.dpuf
Maybe it's reading between the lines but if they had any hit mobile device products, they'd be touting them in these highlights.
I don't think it's wise to overestimate the per-chip revenue of automotive SoCs. It's not as high as anyone would love to believe.
I don't think it's wise to overestimate the per-chip revenue of automotive SoCs. It's not as high as anyone would love to believe.
Well, Audi is part of the VW group. A good quantity of Audis are sold but if you also factor in VW, Seat, Skoda, Porsche, Bentley, Bugatti and Lamborghini, you can see there is potential for a lot of revenue/design wins there in the longer term.
http://blogs.nvidia.com/blog/2015/03/11/audi-geneva/Tegra also helps drivers and passengers take command of Audi’s new flagship SUV, the Q7, which will sport as many as four NVIDIA Tegra processors.
Audi, BMW, Fiat, Ford, General Motors, Honda, Nissan, Peugot, Citroen, Renault, Volvo and Tesla all seem to be going with Mobileye not leaving a lot of room for Tegra. Can NVidia compete against a company's dedicated to automotive solutions? Will Audi go with EyeQ4 or TegraX1? Perhaps a mix?
Are NVidia really a different source when they are using the same source as everyone else just trying to pass it off as their own? As far as I can see all those Tegra 3, 4 and K1 automotive solutions are not really NVidia technology nor NVidia software. It’s all Mobileye’s EyeQ3 hardware with Mobileye’s software run via MIPS CPU’s not Tegra. It looks to me like NVidia are just using marketing PR to pass off someone’s else automotive solutions as their own. Please correct me if I am wrong. How can they say Tegra automotive when the automotive stuff is not done on the Tegra chip or Tegra software?Do you have url's that supports your views?
Edit: While Nvidia is a newcomer to the automotive market, sales and trends from the url's above suggest automotive manufacturers are more than willing to try different sources for their automotive computer solutions.
Why is Tegra more likely to be adapted than Snapdragon by car makers?
Is it hardened for temperature and moisture extremes or something?
You also wonder how many people will bite on built-in tablet in cars if they already have phones and tablets. Why overpay for car electronics when in a year or two, you can get a much better device for $200-300.
And every year, the devices will be faster while the electronics you bought for the car is stuck.