NVIDIA is up for a rough year
Subject: General Tech | February 16, 2012 - 12:45 PM | Jeremy Hellstrom
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.
"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:
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