NVIDIA is up for a rough year

Subject: General Tech | February 16, 2012 - 09:45 AM |
Tagged: nvidia, 28nm, TSMC, kepler, tegra, tegra 3

If you caught the podcast last night you would have heard Josh discussing NVIDIA's year end financial conference call, otherwise you will have to wait until the 'cast is posted later this week.  Until then you can read SemiAccurate's take on the call here.  There is a lot of news about NVIDIA and none of it is good, from wafer yields to chip demand nothing seems to have gone right for them.  Attempting to move off of their cursed 40nm line and switching to 28nm, NVIDIA has run into big yield problems as in entire wafers having issues as opposed to just some dies being bad.  

Tegra is not doing so well either, with sales of Tegra 2 dropping as we approach the release of Tegra 3, which is getting a lot of bad press.  SemiAccurate refers to the chip as bloated in size as well as being downright expensive to make.  Combine that with the fact that NVIDIA is lagging on A15 adoption and Samsung and Apple turning their backs on Tegra and it doesn't look good for NVIDIA's mobile plans. The one ray of sunshine is that even combined Samsung and Apple do not account for even half of smartphones on the market, so there is still room for NVIDIA and Tegra to grow.

View Full Size

"Nvidia seems to be so far ahead of the curve that they are experiencing problems that are unique in the industry. In their recent year end financial conference call, there was enough said to draw some very grim conclusions.

Today’s conference call was a near complete validation of all the things SemiAccurate has been saying about Nvidia. Remember when we asked if Nvidia could supply Apple? Anyone notice the part about dumping early 28nm capacity, and the disappearance of 28nm Fermi shrinks? Remember how 28nm was not an issue for Nvidia, even if their product roadmap slips said otherwise. How well does this mesh with the quotes from Jen-Hsun himself on the topic?"

Here is some more Tech News from around the web:

Tech Talk

 

Source: SemiAccurate
February 16, 2012 | 10:38 AM - Posted by CPU/Pro (not verified)

"28nm Fermi shrinks"? Nvidia has moved on to Kepler for 22nm, you and your AMD fanatic web site are again making a big deal over nothing. Supplying Kepler to Apple, and all the other Ivy Bridge Ultrabook mfgs is the highest priority, not shrinking fermi. Kepler's debut and ramp up will coincide with TriGate 22nm Ivy Bridge, both will dominate their chosen markets.

February 16, 2012 | 03:24 PM - Posted by Jeremy Hellstrom

Umm, don't you mean Charlie's "AMD fanatic website" since those are SemiAccurate's words quoted there?

February 17, 2012 | 10:31 AM - Posted by CPU/Pro (not verified)

Sorry Jeremy, I shot from the hip, I do mean Charlie's INTEL/NVIDIA hating website SemiAccurate. You need to be driving a salt truck to find the a fact on his fiction filled site.

It's going to be a rough start for everyone waiting for TSMC's 28nm process. Wafers will be scarce and cost a bundle. Nvidia will have their hands full satisfying Apple, Ultrabook, and the discrete market demand. But TSMC says that the 28nm ramp is 3x faster than the 40nm ramp, so things will get better fast. With Ivy and Kepler just around the corner we need new apps and games to take advantage of these new CPU/GPU powerhouses. Ivy and Kepler will make this an exciting year, I'm looking forward to a Ivy/Kepler/Optimus Ultrabook/Laptop.

February 19, 2012 | 03:18 PM - Posted by Jeremy Hellstrom

He certainly does have a spin to him but the basic information he gets his hands on can at times live up to the sites name.

I'm looking forward to seeing what these chips can do as well, but I'm worried about the number of working dies being similar to the first run of AMD's Llano, without the benefit of the sweet deal between AMD and GLOFO.

Post new comment

The content of this field is kept private and will not be shown publicly.
  • Lines and paragraphs break automatically.
  • Allowed HTML tags: <a> <em> <strong> <cite> <code> <ul> <ol> <li> <dl> <dt> <dd> <blockquote><p><br>
  • Web page addresses and e-mail addresses turn into links automatically.

More information about formatting options

By submitting this form, you accept the Mollom privacy policy.