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[通讯科技] NVIDIA第四季度财政报告称将并不注重主流智能手机市场

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发表于 2014-2-14 23:11 | 显示全部楼层 |阅读模式
本帖最后由 ZOLCHH狐狸 于 2014-2-15 08:21 编辑

原地址:http://www.cio.com/article/748173/Nvidia_Will_Shun_Mainstream_Phones_with_Tegra_4i_CEO_Says


DG News Service (New York Bureau) — Nvidia isn't interested in the mainstream smartphone market and will focus its Tegra efforts on tablets and high-end "superphones," the company's CEO said Wednesday.

"Our non-focus is mainstream phones," CEO Jen-Hsun Huang said during Nvidia's quarterly earnings call.

The chip maker is interested in devices that can take advantage of Tegra's graphics capabilities, such as gaming systems. It's also interested in automobiles, where it sees a growing demand for "visual" computing for things like back-seat displays and collision avoidance systems.

It's also interested in superphones, or high-end smartphones with large screens, Huang said.

The first products with the company's Tegra 4i processor, which has an integrated software-based modem, will be announced by the end of this quarter, Huang said. The chip itself was announced early last year.

In January, Nvidia also revealed plans for a powerful 64-bit processor with 192 graphics cores called the Tegra K1. The first products based on that chip will be announced in the second half of this year, he said.

Nvidia dabbled in the budget smartphone market with its Tegra 3, which appeared in devices from HTC, Lenovo, Fujitsu, Motorola and others. But its successor chip, the Tegra 4, was a disappointment and Nvidia couldn't hold onto that market, said Jim McGregor, principal analyst at Tirias Research.

The whole smartphone market was going through something of a transition at the time, but it's not settled down and Asian chip makers such as Rockchip and MediaTek have established a lead in the budget area, McGregor said.

Nvidia isn't willing to compete in that market with single- or dual-core chips, partly because its products are high-performance and the company can't afford the lower returns.

"The devices they have aren't designed for the budget market," McGregor said.

The Tegra 4 has been unable to match the success of the Tegra 3, appearing in just a few handsets and tablets. It's used in Microsoft's Surface 2, Hewlett-Packard's SlateBook X2 and Nvidia's Shield handheld gaming console.

Nvidia's Tegra revenue from the fourth quarter was US$131 million, down 37 percent compared to the same quarter the previous year.

"The year-over-year decrease in our Tegra processor business was largely due to higher sales volume of Tegra 3 for smartphone and tablet devices in the prior year, compared with current volumes of Tegra 4," Nvidia CFO Colette Kress said in documents filed with U.S. regulators.

But the company expects Tegra revenue to grow as sales of the Tegra 4i and K1 pick up.

Nvidia's profit for the fourth quarter was $147 million, down 16 percent. Revenue was $1.1 billion, up 3 percent on strong sales of graphics processors, the company said.


DG新闻服务网(纽约局):英伟达CEO称,公司并没有任何专注与主流智能手机市场的打算,并且将把自己的Tegra设计为高端“超级手机”的芯片。

黄仁勋在英伟达的季度财政报告上说:“我们并不会专注于主流手机。”

这家芯片厂所感兴趣的是能充分利用Tegra的图形性能的设备,比如游戏设备。它同样对汽车感兴趣,因为这个领域对可视操作,如后排显示屏或防撞设备的需求正在增大。

黄仁勋说,公司同样对高性能手机和大屏手机有兴趣。

搭载Tegra 4i处理器的产品将在本季度末发布,它具有基于软件的内置调制解调器。而Tegra 4i本身已经在去年发布。

在一月,英伟达同时发布了制造64位、192个图形核心的Tegra K1的计划。搭载该处理器的芯片会在下半年发布。

英伟达在经济型智能手机市场发布了Tegra 3,并搭载于宏达、联想、富士、摩托罗拉等的设备上。但是它的继任者Tegra 4令人失望,并使英伟达失去了市场。Jim McGregor,Tirias Reasearch的首席分析师如是说。

该分析师同时表示,整个智能手机市场曾在当时经历过一次转型,但是现在这次转型还没有完全结束。亚洲芯片厂商瑞芯和联发科技已经在低价智能机市场取得先机。

英伟达并没有推出单核或者双核芯片来参与竞争的打算,部分原因是厂商的产品主要是高性能芯片,并且低端芯片收益过低。

McGregor说:“英伟达的产品不是为低价市场设计的。”

Tegra 4并没能延续Tegra 3的成功,只在少数几款移动设备上出现。它在微软Surface 2、惠普SlateBook X2和英伟达Shield手持游戏机上被使用。

英伟达靠Tegra系列在第四季度取得了1.31亿美元的收益,同比下降37%。

英伟达CFO Colette Kress在给一些美国监管部门的文件中说:“近年来Tegra处理器的形势恶化是因为Tegra 3的销量在上一年很大,而Tegra 4则不然。”

但是公司希望靠4i和K1取得收入增长。

公司报道,英伟达第四季度的净收入为1.47亿美元,下降16%;总收入为11亿美元,依靠大量出售图形芯片而上升了3%。

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发表于 2014-2-14 23:26 | 显示全部楼层
功耗主流手机顶不住~~~
发表于 2014-2-14 23:27 | 显示全部楼层
大火炉怎么注重啊
发表于 2014-2-14 23:43 | 显示全部楼层
拿不到主机说不屑主机市场  手机芯片也要死了 说我是懒的玩  真是要笑尿。。
发表于 2014-2-14 23:44 | 显示全部楼层
这都什么逻辑啊。
发表于 2014-2-14 23:51 | 显示全部楼层
呵呵,怎么感觉老黄其实是韩国人的后裔?
发表于 2014-2-14 23:59 | 显示全部楼层
本帖最后由 茶茶121 于 2014-2-15 00:00 编辑

英伟达并没有推出单核或者双核芯片来参与竞争的打算,部分原因是厂商的产品主要是高性芯片,并且低端芯片收益过低。
McGregor说:“英伟达的产品不是为低价市场设计的。””   
好像20nm版的K1就是双核的,老黄怎么老是打自己的脸


发表于 2014-2-15 00:03 | 显示全部楼层
有这样的领导NV长久不了
发表于 2014-2-15 00:14 | 显示全部楼层
专注中低端的MTK,13年,营收45亿美元,净利9.08亿美元;
专注于高端Nvdia,13年,营收41.3亿美元,净利4.4亿美元。
发表于 2014-2-15 00:27 | 显示全部楼层
终于明白在PC市场玩的那套在移动市场玩不转的道理了?
 楼主| 发表于 2014-2-15 07:54 | 显示全部楼层
茶茶121 发表于 2014-2-14 23:59
“英伟达并没有推出单核或者双核芯片来参与竞争的打算,部分原因是厂商的产品主要是高性芯片,并且低端芯片 ...

我的印象中好像是4核
发表于 2014-2-15 08:11 | 显示全部楼层
老黄这么弄不靠谱
发表于 2014-2-15 08:11 | 显示全部楼层
老黄这么弄不靠谱
发表于 2014-2-15 08:59 来自手机 | 显示全部楼层
本帖最后由 yeguoliang 于 2014-2-15 09:11 编辑

手机cpu市场上高通 mtk近乎垄断,再加上苹果 三星 华为等都喜欢用自己的cpu,剩下的份额小的可怜,从pc市场过来的外来户nvidia和intel双双惨败而回……
发表于 2014-2-15 09:02 来自手机 | 显示全部楼层
C-P830419 发表于 2014-2-15 00:03
有这样的领导NV长久不了

年年都亏损的amd都没倒,每年都盈利的nvidia更不会倒……
 楼主| 发表于 2014-2-15 09:14 | 显示全部楼层
yeguoliang 发表于 2014-2-15 09:02
年年都亏损的amd都没倒,每年都盈利的nvidia更不会倒……

我一直想知道AMD能撑多久,虽然一直不很喜欢AMD,但是它倒了不是好事。
发表于 2014-2-15 09:17 | 显示全部楼层
NV这段时间怎么一直这么酸。。闲着没事不是忽悠别人买他的芯片,而是专注于扇自己的脸了?
发表于 2014-2-15 09:41 来自手机 | 显示全部楼层
死鸭子嘴硬
发表于 2014-2-15 09:42 | 显示全部楼层
我们不专注于“游戏机”市场,于是.......
我们不专注于“手机”市场,于是........
发表于 2014-2-15 09:52 | 显示全部楼层
提示: 作者被禁止或删除 内容自动屏蔽
发表于 2014-2-15 22:48 | 显示全部楼层
ZOLCHH狐狸 发表于 2014-2-15 07:54
我的印象中好像是4核

http://news.mydrivers.com/1/289/289176_1.htm
现在的K1是太瓜4换GPU的版本,所谓真正意义上的K1是用丹佛核心的。图片出自老黄自己的PPT


s_29d534c45c1a44b698e3253a2c62a218.jpg
s_70dc07f68cef49749b83c479498e0a1a.png
发表于 2014-2-17 07:29 来自手机 | 显示全部楼层
yeguoliang 发表于 2014-2-15 09:02
年年都亏损的amd都没倒,每年都盈利的nvidia更不会倒……

2家根基是不同的。nv新业务没法拓展,营收规模不能近一步扩张的话,未来是不乐观的,而且快速扩张期已经结束,再想如何定如何已经不太现实了。
发表于 2014-2-17 08:12 | 显示全部楼层
基带没完成整合,还是别出来混了。
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