Silicon giant Nvidia held their Q4 earnings call on Wednesday. Their numbers were just about inline with what they had planned except for a dip in sales and production as a result of Thailand flooding, and a dip in OEM’s for mobile purchasing their chips.
Nvidia is ramping up for a good year. We already know that at Mobile World Congress in 10 days they plan on revealing more quad-core firsts. We’re expecting a handful of devices; both tablets and smartphones to announce they are running the Tegra 3 quad-core processor.
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While the crew preparing for Barcelona may be talking nothing but Tegra 3, NVIDIA was talking Tegra “Grey” on their quarterly call. Tegra Grey will be the first Nvidia processor with 3G and 4G baseband radios built into the chip. This of course, puts them more in direct competition with Qualcomm.
NVIDIA also announced on the call that Samsung was no longer a customer but rather a direct competitor. Samsung has outfitted a lot of their phones with their internal Exonys processor. They’re also no stranger to mobile chips as they’ve been powering iOS devices for years.
NVIDIA was hoping to make a huge splash last year with dual core Android phones and Android tablets however it didn’t seem like they ended up capturing the market the way people were talking about them ahead of both CES and MWC. Devices like the Motorola Xoom, and the Motorola Atrix 4G didn’t end up being the blockbuster hits that the Samsung Galaxy S II or HTC Sensation 4G were, neither of which used an Nvidia chip.
We’ll see where this leads.