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selinz
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CEO
Re: And where's Nvidia?
selinz   9/6/2013 11:40:18 AM
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Agreed. Larger, less portable devices are more tolerant of higher power and larger size (potentially lower cost?). You have to assume that the big boys are going to have more success these arenas.

LarryM99
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CEO
Re: And where's Nvidia?
LarryM99   9/5/2013 3:56:30 PM
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Any other vendor is going to have to offer something pretty unique in order to unseat Qualcomm from this position. They are definitely the safe choice in this arena, so unless there is a clear advantage to another product I would expect that most will stick with the Q.

Another question is whether or not leadership in this space will translate to other design wins. Success in smartphones doesn't automatically carry over to tablets, TVs, or even watches. That is going to be far from the home court advantage that Qualcomm enjoys in smartphones.

rick merritt
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And where's Nvidia?
rick merritt   9/5/2013 1:33:30 PM
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Qcomm is clearly doing well. I think one challenge will come as Samsung works the kinks out of Exynos.

Will Nvidia get traction?



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