Featured Articles

5th Generation Broadwell 14nm family comes in three lines

5th Generation Broadwell 14nm family comes in three lines

Intel's 5th Core processor family, codenamed Broadwell, will launch in three lines for the mobile segment. We are talking about upcoming…

More...
Broadwell Chromebooks coming in late Q1 2015

Broadwell Chromebooks coming in late Q1 2015

Google's Chromebook OS should be updating automatically every six weeks, but Intel doesn't come close with its hardware refresh schedule.

More...
New round of Nexus phone rumour kicks off

New round of Nexus phone rumour kicks off

Rumours involving upcoming Nexus devices are nothing uncommon, but this year there is a fair bit of confusion, especially on the…

More...
Nvidia officially launches the 8-inch Shield Tablet

Nvidia officially launches the 8-inch Shield Tablet

As expected and reported earlier, Nvidia has now officially announced its newest Shield device, the new 8-inch Shield Tablet. While the…

More...
Aerocool Dead Silence reviewed

Aerocool Dead Silence reviewed

Aerocool is well known for its gamer cases with aggressive styling. However, the Dead Silence chassis offers consumers a new choice,…

More...
Frontpage Slideshow | Copyright © 2006-2010 orks, a business unit of Nuevvo Webware Ltd.
Saturday, 16 March 2013 09:10

Trefis: Tegra is lifting Nvidia’s outlook

Written by Peter Scott



Boosting NV’s non-PC revenue

Trefis beancounters believe Nvidia’s Tegra business is likely to grow over the next few years, although Nvidia won’t become a mobile chip company anytime soon.

In a note published a couple of days ago, Trefis concluded that Nvidia has managed to offset the impact of the PC slump thanks to mobile revenue. The PC market took a massive hit in 2012, and although things are looking up, Tegra could still come in handy.

Nvidia currently earns about 18 percent of its revenue from Tegra processors, which is not bad for a product that was on the drawing board just a few years ago.

“We estimate Tegra sales to grow at a CAGR of 17% until 2016. While we believe that Nvidia will manage to expand its footprint in mobile computing, we think that the increasing competition will keep its growth rate lower than the industry average,” said Trefis.

However, Trefis went on to conclude that Nvidia had more lack with tablets than smartphones. Last year it scored several big tablet design wins, but relatively few phone wins. The Tegra 4i, with integrated LTE, should lend a helping hand, but it won’t be ready for much of 2013. In addition, Nvidia is facing more pressure from Qualcomm and Samsung, while at the same time it was forced to push back the introduction of Tegra 4 due to technical issues.

Trefis believes Tegra’s contribution to Nvidia’s overall revenue could reach over 25 percent by 2019, which means the Tegra business won’t expand much in a mature smartphone market.

Nvidia has Tegra, AMD has consoles, so both outfits have something to fall back on in a slow PC market, at least for the time being.

blog comments powered by Disqus

 

Facebook activity

Latest Commented Articles

Recent Comments