[Asus Transformer TF700] BarryH_GEG:
Nvidia 2011 Annual Revenue - $4B ($360MM/9% was from mobile)

Samsung Research and Manufacturing Investment Budget for 2012 - $42B

Not even in a parallel universe can a company with total revenue of $4B outcompete a company investing $42B in future development and manufacturing. Just like with Teg2, Nvidia was first out with a new-gen SoC. And just like Teg2, by summer it'll be superseded by better performing competitors chips. And you keep dissing Qualcomm. Their stock is up 20% since January while Nvidia's is flat. They are well positioned to capitilize on the growth of LTE which is why Apple chose them for the new iPad and iP5.

Nvidia isn't even one of the top five mobile application processor manufacturers based on revenue:

1) Qualcomm

2) Samsung

3) Texas Instruments

4) Marvell

5) Broadcom

With $360MM of sales against a market of $7.9B means Nvidia captured less than 5% market share. With mobile sales of $540MM projected in 2012 (unless they guide down again) Nvidia's nothing but a bit player. You really need to learn to separate PR and hype from fact.

Report: Qualcomm passes TI to dominate booming smartphone processor market

February 24, 2012 — 12:10pm ET | By Phil Goldstein

Qualcomm (NASDAQ:QCOM) captured around half of all the revenue in the surging smartphone application processor market in 2011, according to a new report from research firm Strategy Analytics.

The research firm noted that the smartphone application processor market boomed 70 percent to $7.9 billion in 2011. According to the report, Qualcomm, Samsung, Texas Instruments, Marvell and Broadcom were the world's five largest vendors for smartphone applications processors in terms of revenue share last year. For the first time, Qualcomm, which banks on its line of Snapdragon chipsets to drive revenue growth in the application processor market, surpassed TI in terms of units sold on an annual basis, according to Strategy Analytics.

Broadcom, which is trying to increase its presence in the smartphone market significantly in 2012 as it seeks to build on the toe-hold it grabbed in 2011, grew its presence in the market 500 percent year-over-year and cracked the top five for the first time. Meanwhile, Nvidia wound up sixth in terms of units and revenue. Though it started off 2011 strong with its dual-core Tegra 2 processors, Nvidia's momentum slowed in the second half of the year, the research firm said.

Nvidia is poised to try to regain attention and market traction with its quad-core Tegra 3 chipset, and several handset and tablet makers are expected to debut devices with the silicon next week at the Mobile World Congress trade show in Barcelona, Spain. Indeed, all of the chipset makers are likely to tout their wares and advances in their platforms at the conference, particularly with how they can integrate applications processors with LTE modems.

And here, I'll save you the trouble...

---------- Post added at 11:35 AM ---------- Previous post was at 11:14 AM ----------

He made it up because it supports his goal of perennial supremacy of Nvidia, Asus, Teg3, and the Prime.

Here are the facts:

- Samsung issued a press release in November announcing the Exynos 5250 specifically highlighting its application in tablets touting support for 2560x1600 resolution displays and 4x the memory b/w of the current Exynos chip.

http://www.newswire.co.kr/newsRead.php?no=587527

- On a 1/27 earnings call Samsung confirmed the chip is in sampling and expected to reach production levels in Q2.

http://www.anandtech.com/show/5467/samsung-exynos-5250-begins-sampling-mass-production-in-q2-2012

- Samsung has the technology to produce a 2560x1600 display as their producing the retina display for the iPad3.

Conclusions/assumptions:

- While specifics of the 11.6 (including whether or not it really has an 11.6" display) are far from firm, there's no doubt Samsung will build an ultra HD tablet this year to compete with the iPad3. Why would they build a chip to support something they didn’t intend to produce?

- The Exynos 5250 seems on track which could mean a new high-end tablet sometime during the summer.

- Samsung's said the Tab 2's (7 and 10.1) are going to be priced lower than the devices they're replacing.

- The Note 10.1 will be a new interim flagship and the current 7+ may be replaced by a Note 7. The 8.9 is also rumored to be killed as they try to rationalize their tablet line.

- The Note 10.1 is supposed to be available by April. If so, it makes no sense to start leaking features of a newer better tablet before the Note gets some traction in the market. It also makes no sense (for Samsung or anyone else) to make a major product announcement timed around a major Apple release. It'll get lost or diluted.

P.S. – Pulse, like all news role-ups, gets content from credible sources and sketchy ones. The source, not Pulse needs to be considered when drawing any conclusions.