yashsingh1/xdaforums huggingface dataset:
[Asus  Eee Pad Transformer Prime] shinzz:
Financial report aren't my forte, thus you probably want to talk to Barry.. however.

1. http://www.tomshardware.com/news/nvidia-q42011-earnings-28nm,14726.html

This is from last qtr.

Quote:

"Instead of a net income of $171.7 million in Q4 2011, the company reported only $116.0 million. Revenue was up from $886.4 million to $953.2 million."

Quote from your link:

"In total, the company raked in $925 million in total revenue, with $60.4 million in profit thanks to the success of their Tegra line of mobile processors and the Kepler GPUs. "

Based on that, they did worse compared to previous qtr (although, not by much). However, they also substantially decreased their projection in Tegra 3 & Kepler last qtr.....

2. Also, I can only laugh at "successful" launch statement.

a.) good luck purchasing a Kepler GPU (it's launched... for review units only.. basically)

b.) Tegra 3 launch ... Prime (going to exclude ZTE 1.0ghz tablet) was the first to launch with Tegra 3... & look at how difficult that was (with very very limited stock/manufactured).

Also, how long did it take for other Tegra 3 products/device to be launched since Dec (Prime was launched in early Dec. in Taiwan)?? HTC One X phone was released in Feb 26. but it just got released in states. 2.. actually 3 now with Toshiba 10 in tablet... it took another 5 to 6 month for other Tegra 3 tablets to launch.

I hardly think Prime did well in sales... so... it doesn't look all that happy for Nvidia still to me.

Edit: http://www.engadget.com/2012/05/11/nvidia-reports-q1-earnings-rakes-60-4-million-profit-on-924-9/

quote:

"Revenue was down three percent to $924.9 million but, more shockingly, net income dropped 47.9 percent to just $60 million. With a slew of new product launches over the last few months NVIDIA is optimistic about the future and actually managed to beat Wall Street's expectations. Though it offers little explanation for the drop off in its earnings press release, we'd expect things to get back to normal soon."

I'm sure Barry will break down the details for us....
[Asus  Eee Pad Transformer Prime] BarryH_GEG:
They’re holding their own as a business. Some of what they reported is to be expected as the wafer availability issue their experiencing is being experienced by others too. Teg’s not doing so well but since it’s a small component of their revenue and not broken out it’s hard to say how poorly it’s doing.

"NEW YORK (Dow Jones)--Nvidia Corp. (NVDA) reported strong fiscal first-quarter results and better-than-expected guidance for the current period, but the chip maker warned manufacturing problems continue to hurt its ability to meet demand."

This isn’t unique to Nvidia. But the missing link which is almost impossible to determine is how many of their availability issues are wafer availability vs. yields. Semi-accurate thinks it’s yields. If next quarter wafer availability’s no longer an issue for others and Nvidia’s still have issues than they’ll have to come clean.

"Chief Executive Jen-Hsun Huang said the company's new discrete graphics, code named Kepler, are accelerating business, with notebook graphics posting a record quarter. And the company's Tegra mobile chip business is growing again following a weak showing in the fiscal fourth quarter. "Graphics is more important than ever," he said.

Huang on Friday said growth resumed in the Tegra business in the first quarter, with sales of the chip up at least 50% sequentially. Huang said Tegra revenue should grow again in the current period."

“Growing again” is a pretty flat statement. In the last quarter they said sales tanked because manufacturers stopped buying Teg2 waiting instead for Teg3. Last quarter was brutal so comparing growth to a dismal quarter vs. year-over-year means things still pretty much suck. We'll see if analysts dig deeper on the earnings call as to why they didn't compare YOY. “50 growth sequentially” over awful brings them to bad. They didn’t revise down which means the last reforecast stands for the moment. Closing with “graphics are more important than ever” is a nice way of setting up for future turbulence in their mobile business.

"Margins took a hit as mix shifted to Nvidia's mainstream graphics business from its newest Kepler GPUs. Gross margin narrowed to 50.1% from 50.4% in the year-earlier period."

This isn’t awful. It’s hard to tell though what’s causing the drop. It could be yields.
[Asus  Eee Pad Transformer Prime] demandarin:
good views from both of you.

I think Barry said it best: They are holding their own as a business.

I wonder how is it coming along with nvidia trying to find a new manufacturer? are they able to do it in-house? if not, building their own facility might benefit them in the long run. what do you think?
[Asus  Eee Pad Transformer Prime] shinzz:
http://www.xbitlabs.com/news/other/...8nm_Supply_Priorities_to_Nvidia_Qualcomm.html

quote:

"Nvidia Corp. also blamed TSMC for inability to supply enough chips made using 28nm high-performance process technology and also noted lower-than-expected yield issues. Rumour has it that Nvidia has also started negotiations with Globalfoundries and Samsung Semiconductor to manufacture its chips at their capacities."

http://www.anandtech.com/show/5830/nvidia-q1-fy2013-earnings-report-924m-revenue-60m-net-income

You might like that read. Anyways.. to answer.. or oddity with Nvidia..

"As far as 28nm yields go things are looking decent. NVIDIA has said that they believe that TSMC’s 28nm process is probably the best of any new node that TSMC has ever done. Like any other process yields will continue to improve over the lifetime of the process of course, but as it stands what NVIDIA is reporting is nothing like the teething issues that 40nm went through in 2009/2010."

That makes me believe Nvidia has huge issue.

You will probably enjoy this quote.

"Speaking of market share, as it stands today nearly half of all Tegra SoCs are going into tablets. That’s going to shift some as more Tegra 3 phones are released (and again when WinRT is released), but it’s a good reminder of just how much traction NVIDIA has gained in the tablet market in very little time. And unlike the GPU space NVIDIA shouldn’t have any supply issues here; since Tegra is still on TSMC’s 40nm process supplies are plentiful and yields are high."

Btw, let me quote from one of the comments/reply from that article:

"So, AMD's "consumer GPU" alone (since AMD has very little share on professional markets as of now) has earned more than 56% of the entire Nvidia... While Nvidia had 791M revenue on it's GPU segment (consumer + professional) and only 132M revenue on it's Tegra segment.

So... Sry, the one who is bleeding money is Nvidia. They don't have TSMC's "pay for good die only" safety net anymore."

Have no idea how that works (perhaps Barry can educate me) but.. it doesn't sound good at all. Oh, and for Nvidia to build their own facility... well, they don't have the "financial" resource or Nvidia products to sustain such facility (well, unless.. of course, they manufacture for others as well).
[Asus  Eee Pad Transformer Prime] demandarin:
Thanks. ill read those articles once I get the chance. Is Samsung semiconductors the same company who makes the apple chips and Samsung own in-house Exynos? Crazy how they "supposedly" negotiating with the competitor. like apple is with Samsung. I would think if Samsung plays fair, it could be a win win situation for everyone. I think now that Steve Jobs is gone, apple doesn't try to muscle or moves its weight in discouraging manufacturers from making competitor products.

Whose chips does Globalfoundries manufacture? or does Nvidia need them both to make capacity of what they want to sell? they could end up getting a piece of nvidia pie from the PC market by making those chips also.

this is all very interesting though.
[Asus  Eee Pad Transformer Prime] shinzz:
1. Yes, Samsung semiconductors is SAMSUNG. Yes, they manufacture chips for Apple & their own Exynos. With SAMSUNG being the leader in "high-k metal gate (HKMG) technology".. which sounds like a requirement for 28nm... it should be interesting. Samsung semiconductors.. Samsung Mobile.. Samsung blah blah blah are all Samsung.

2. GlobalFoundries - GlobalFoundries was created by the divestiture of the manufacturing side of AMD on March 2, 2009, and was expanded through its merger with Chartered Semiconductor on January 13, 2010.

And yup, they heavily manufacture for AMD. So, they are already heavily involved in PC business. =)

TSMC is Nvidia's best bet (TSMC is also the largest single manufacturer).. except, they have to share TSMC with Qualcomm and etc. Look elsewhere and you are basically asking Nvidia's biggest rivals/competition to make the chips for them. For the best interest of Nvidia (this is my personal opinion), it is probably wise for Nvidia to be bought out by Intel.
[Asus  Eee Pad Transformer Prime] BarryH_GEG:
This was actually picked up from an SEC filing and covered by semi-accurate. The best analogy is moving from net to gross. If Nvidia's design was causing yield problems TSMC bore the expense of the wasted imperfect chips and Nvidia only paid for what met spec. Going forward, Nvidia has to buy the wafers and TMSC gets paid per stamping rather than per passable chip. That's why they maybe be trying to find a better deal via a new partner.
[Asus  Eee Pad Transformer Prime] shinzz:
Well, that's funny...

"As far as 28nm yields go things are looking decent. NVIDIA has said that they believe that TSMC’s 28nm process is probably the best of any new node that TSMC has ever done. Like any other process yields will continue to improve over the lifetime of the process of course, but as it stands what NVIDIA is reporting is nothing like the teething issues that 40nm went through in 2009/2010.""

Btw, thank you for clearing that up for me.

Edit: http://www.slashgear.com/nvidia-grey-lte-processor-pushed-back-to-2013-11227949/

"“Looking forward, you’ll see Tegra 3 LTE phones with partners’ baseband processors in the second half of this year and then next year with our own LTE baseband processors as well,” said Nvidia CEO Jen-Hsun Huang during today’s call. Apparently, phones powered with Grey might not even be available until the end of 2013, so Nvidia certainly does have its work cut out for it."

Hmm, I have no idea how they are projecting 1.05 billion for next qtr.... unless, of course.. HTC ONE X (tegra 3) becomes a hot seller.. but judging by these articles:

http://www.itproportal.com/2012/05/08/htc-one-range-fails-to-spark-april-revenue/

http://www.itproportal.com/2012/05/11/nokia-lumia-900-is-selling-better-than-the-htc-one-x/

I mean.. seriously, Nokia Lumia 900 is doing better than HTC ONE X...
[Asus  Eee Pad Transformer Prime] BarryH_GEG:
It's easily explained. The One X just launched on AT&T a couple of days ago. That'll create a lot of volume. The 900 had a $150MM advertising campaign when it launched on AT&T that was seen as a hail Mary by MS and Nokia. It also was free for a while because of radio issues and was at most $99. It's a little too early to say how succesful (or not) the One X will be. Unless people want to pay $700 outright to import a SGS3 the One X will be the flagship Android phone in the U.S. probably until September when U.S. versions of the SGS3 launch.

Here's an interesting comparison review of the euro-One X vs. the SGS3. No surprise, the SGS3 won. But it was incredibly close which shows have far HTC's come in their design and development. People should root for them because they're the only thing standing between Samsung's world dominance.

http://www.gsmarena.com/samsung_galaxy_s_iii_vs_htc_one_x-review-759.php
[Asus  Eee Pad Transformer Prime] htcplussony:
This have been making the round

http://www.nordichardware.com/news/...th-mali-604t-gpu-crushes-the-competitors.html

If they really put a T604 in there then man I'm off.
[Asus  Eee Pad Transformer Prime] demandarin:
Sounds impressive but likely just test units. I font think it'll make it into the note. maybe in a windoes tablet in a year or so. sponds like tegra4 might have some comp. Bring it on! Lol
[Asus  Eee Pad Transformer Prime] shinzz:
Good find....

quote from the article:

"If this really is the first sign of a GPU enriched Exynos 4412 SoC the question remains if it's only Samsung that simply is running tests on it's new system processor or if it actually will turn up a Galaxy Note 10.1 on the market with this more powerful SoC under the hood. When Samsung launches their first high resolutioned tablets this would have been a suitable SoC to introduce. The company is still expected to run with the new Exynos 5 series in their Galaxy Tab 11 with a 2560 x 1 600 pixel resolution so there is still som questions waiting to be answered.

Our sources tells us that there are no signs that the results that has been published at Rightwares database are false or faked, something that the application has several solutions for detection of. This is probably the first indication on what we can expect from the next generation of mobile GPU's. We can hardly wait."

That makes me skeptical in a sense... Mali 604 was originally designed to be included with Exynos 5...

If GNote 10.1 does get Mali-604 with Exyno 4 quad.... it makes you wonder why they aren't simply releasing the Note 10.1 with 1080p+ resolution. Why wait for 11 in. tablet??
[Asus  Eee Pad Transformer Prime] demandarin:
Following apple sales model of milking Money out of people. they will call the high res. One an upgrade and charge alot more
[Asus  Eee Pad Transformer Prime] shinzz:
Lol, sorry but Asus is doing the same thing with Prime and Infinity Pad 700.

Anyways, Samsung isn't following Apple model in tablet market. If so, they wouldn't be releasing multiple tablets with varying forms (7, 7.7, 8.9, 10, and 11in.) & prices....

Honestly, Samsung is using or betting the same tactic/strat they used in smartphone market. The only difference so far... Samsung doesn't have a "go to" or "flagship" tablet to the degree of Samsung Galaxy smartphone brand. And yes, this tactic/strat does annoy me.....

Btw, Toshiba Excite 10 (with Tegra 3) got lambasted in latest reviews for poor Battery Life...

http://www.androidpolice.com/2012/0...et-the-name-fool-you-its-just-another-tablet/

quote: "Then there's the question of battery life - it isn't horrific, but considering the Samsung Galaxy Tab 10.1 (original) gets roughly nine hours of battery life in a similar size chassis, six-ish hours is definitely on the weak side."

Both are using 25wH battery. The only difference is Excite 10 uses DDR3 RAM, and Prime uses DDR2...
[Asus  Eee Pad Transformer Prime] htcplussony:
Really can't see what Apple did was so wrong

I mean the new ipad got a better camera, more ram, gpu got a big boost to go along with that quad resolution display and they kept it at the same price.

The galaxy tab 2 series on the other hand for slightly less $, you only get more storage and the soc change really only resulted in the cpu getting neon.
[Asus  Eee Pad Transformer Prime] shinzz:
I agree.. it's just the hype, marketing, and high expectation that comes with Apple. You can make the same argument with Samsung's latest press event for SG III....
[Asus  Eee Pad Transformer Prime] demandarin:
that's on Toshiba...lol. remwber prime still rated over 10hrs-11hrs w/o the dock. 16-18hrs. with dock. ..which I easily get. before the Acer dropped, prime held the best battery life of any android tablet for like 6months. Toshiba always known for having less than stellar battery life. the Toshiba thrive a perfect example. that's on Toshiba if they can't figure out how to get great battery life.
[Asus  Eee Pad Transformer Prime] shinzz:
Eh, 11 hrs? I'm pretty sure it is more around 9 to 9 & 1/2 hrs. Samsung, with original Galaxy Tab 10.1 got roughly 9 hrs (that's with Tegra 2)...

You have made multiple comments or gave a notion that TEGRA 3 gives exceptional battery life. While it does with tablet such as Transformer Prime, I'm just pointing out that there are tablets with poor battery life with Tegra 3 as well (Toshiba Excite 10). We witnessed exactly the same thing with Tegra 2 era (some did well.. some did extremely poorly). My final point... TEGRA 3 didn't substantially improve battery life performance as you typically state or give impression as (you make it as if 4+1 tech. by Nvidia gave incredible/amazing/legendary battery life improvement over previous generation). Did it improve? Yes, but.. marginally... is my argument.

Edit: Btw, I'm looking forward to playing/purchasing this game...

http://www.androidpolice.com/2012/0...ode-2-is-heading-to-tegra-3-devices-tomorrow/

It's a shame they don't support Virtua Tennis for Tegra 3 devices yet.. sigh.
[Asus  Eee Pad Transformer Prime] htcplussony:
That S3 presentation was horrible man.
[Asus  Eee Pad Transformer Prime] demandarin:
oh yeah! I'm getting that also. there is a bonus if you have episode 1&2 you get extra bonus levels or something like that.

I'm still waiting on Bladeslinger..lol. Did you get that new Machinarium game yet. its really good on prime. great visuals, puzzles, and music score. its a beautiful game. virtual tennis would be sick if tegra3 optimized.. I hope they bring that Phantasy star game and Shenmue, like was rumored. they could also do a amped up tegra3 version of virtual fighter or Panzar Dragon(did Sega make that?). revive Altered Beast. that would be a hit. all new gameplay and graphics updated to take advantage of tegra3 power. seems like Sega only wants to focus on sonic. lol. sonic is good but more games would be better.

The Heist is a cool game also. good visuals. a rail shooter. I wish Rage would come to Android. the one like I have on my lpad. a really good rail shooter. seems like gameloft is Donna have a hit with Android & IOS versions of Nova3. looks like halo now in multiplayer modes. Warthog vehicles and everything.
[Asus  Eee Pad Transformer Prime] Darkseider:
So far the Exynos is looking really good but there is another that seems to have been forgotten about. The Ziilabs ZMS-40 which is a quad core Cortex A9 @ 1.5 Ghz and 96 programmable "Stemcell" media cores. Granted they have only made it to reference designs but it would be really interesting to see if this thing has any real bite. According to the Ziilabs website it has some impressive performance.

http://www.ziilabs.com/products/processors/zms40.php

Wonder if there are any real world tests of this thing out there?
[Asus  Eee Pad Transformer Prime] demandarin:
the Nvidia GPU conference was this week. most interesting and impressive thing from mobile tech I've heard so far is Nvidia bringing the Worlds first Virtualized GPU. Massive amounts of gpu power any mobile device can harness through the cloud.

www.engadget.com/2012/05/15/jen-hsun-huang-announces-cloud-based-virtualized-gpu/

In other news, Apple is said to likely go back to using Nvidia gpu over amd. this reportedly will be in new generation of macpro laptops. seems like apple only wants the best, Nvidia ;)

Nvidia leading the technology revolution.

DDR4 memory coming to tablets...boost performance & battery life.

www.pcworld.com/article/255613/new_ddr4_memory_to_boost_tablet_server_performance.html

@shinzz. the reviews I'm reading on Toshiba tablet saying despite its downsides, its a great tablet.

LG optiUs 4X HD with tegra3 releases In June. it will sport the largest battery of any quad core phone. its a nice size and it'll be removable. tegra3 battery issue, solved ;)
[Asus  Eee Pad Transformer Prime] shinzz:
I didn't say anything negative about Toshiba tablet itself. Just pointing out or arguing against your claim of TEGRA 3 with great battery life in Android Tablets... battery life so great compared to previous generation of SoC/tablets due to 4+1 technology.

While 4+1 sounds cool and all, and it does improve from previous generation.... it isn't a great leap in improvement as YOU and Nvidia make it sound to be.

Btw, good luck with Apple actually getting Kepler GPU (if that is the one they are going after)....
[Asus  Eee Pad Transformer Prime] demandarin:
Tegra3 tablet & smartphone dominance has begun! I warned people..lol
[Asus  Eee Pad Transformer Prime] shinzz:
Wow, I expected you go to ballistic with all the "Nvidia" PPT slideshow articles quicker. Again, all PPT & nothing else...

It's like Steve Ballmer expecting 500 million users to use Windows 8.

http://www.slashgear.com/ballmer-predicts-windows-8-users-to-reach-500-million-in-2013-23229495/

Anyways, Samsung.. based on latest ComScore controls 51% Android Marketshare.... so, that's 51% of non-Nvidia SoC in Android... & possibly rising in the future.

http://www.slashgear.com/comscore-pumps-android-to-51-market-share-01225500/

Also, the whole 30 Tegra 3 phone thing...

http://www.androidpolice.com/2012/0...-of-2012-integrated-lte-modems-in-early-2013/

About half are projected to be budget phones (which is nice imo), but it'll also be released at a point when S4 quad krait & possibly Exynos 5 series will be dropping. Nvidia is hoping to compete with S4 quad, TI OMAP 5, Exynos 5 smart phones.... with both being on 28nm (Tegra 3+ is supposedly 32nm.. but still old tech.).

If you also account that majority of those budget smart phones are.. possibly created by Chinese OEMs.. most likely, we won't see them in the states. It's possible Sony (not really known for creating budge devices), Panasonic (most likely to be released in Japan only), ZTE (Chinese market), LG (known to use pretty much all SoC) & HTC will create Tegra 3+ smart phones.

The only good news or.. actually the rumor is Google releasing 7 in. budget tablet in June/July (and are hoping to sell 2 mil unit or so by the end of the yr).

http://androidandme.com/2012/05/tab...reach-600000-units-in-june-for-a-july-launch/

This is the only good thing that I got from the PPT & rumors....

Edit: Just a wish, but I'm hoping this thread or any thread about future SoC and etc would just die out...
[Asus  Eee Pad Transformer Prime] Tekkaro:
the Toshiba AT300 is now quite popular, especially with its excellent Display
[Asus  Eee Pad Transformer Prime] demandarin:
even more so for Nexus 7
[Asus  Eee Pad Transformer Prime] demandarin:
It was aimed more for tegra3 doubters in general. Only one, nexus tablet, hasn't been officially announced.

Plus you basing tegra3 being released last year is b.s. when it released at the end of December. So tegra3 devices really started rolling out 2012, not 2011.

As I've seen you couldn't produce a list with as numerous tablets by a single chip maker set to release, I rest my case. 300 can be pre ordered now. Infinity pad will come after. Toshiba pads already set to release. All those on the list, except nexus tablet, is set to release with 1-3 months.

Fact still stands Tegra3 is the most powerful chip in Android tablets today. CPU and GPU wise. NVIDIA is already set to command half the year or more of having the most powerful android tablet chip. With announcement already made on new tegra3 aka T3+, it'll continue holding that title. Then that'll lead into tegra4, which will easily continue to carry the torch. Case closed.