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Nvidia Corporation (NVDA)

  • Dec. 10, 2012, 6:45 PM
    Intel (INTC) is looking to extend its 22nm manufacturing process and 3D transistor tech, currently used in its Ivy Bridge CPUs, to system-on-chips (SoCs) meant for mobile devices. Intel boasts a 22nm SoC can outperform comparable 32nm parts (i.e. Medfield and Clover Trail) by 20%-65%. The upcoming Bay Trail chip should be among the SoCs based on it. Intel has also confirmed plans to release Ivy Bridge CPUs featuring a max draw as low as 10W (previous), something that could lead to ultrabooks and "convertibles" with longer battery life.
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  • Dec. 7, 2012, 9:50 AM
    Broadcom (BRCM) stated during its analyst day it will sample 4G LTE baseband chips in 2013. That's a market dominated by Qualcomm (QCOM), and one in which rivals need a presence as 4G support gradually becomes a prerequisite for smartphones aimed at developed markets.  Broadcom also forecast its NFC chip shipments will jump, and its R&D costs rise as its develops chips for more advanced processes. Nvidia is also prepping a 4G baseband/app processor for a 2013 launch, via Project Grey. (BRCM 3G chips)
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  • Dec. 6, 2012, 1:05 PM
    More on Qualcomm: In a talk with Engadget, COO Steve Mollenkopf reiterated his company's 28nm chip shortages will likely end in December. He also suggested Qualcomm isn't crazy about the low-end tablet market, which is largely serviced by app processor rivals such as Nvidia and TI, and argued Qualcomm's ability to offer integrated solutions featuring Wi-Fi, GPS, and GPU capabilities (among other things) will help it stand out in the nascent ARM PC CPU market.
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  • Dec. 5, 2012, 12:01 PM
    Intel isn't the only PC industry name getting criticized today. Oppenheimer has downgraded Nvidia (NVDA -1.9%) to Perform, arguing its GPU share gains (at AMD's expense) are now reflected in estimates, and the absence of new share gains leaves Nvidia "increasingly exposed" to declining PC sales. Also, MKM has joined a long list of firms to cut its Microsoft (MSFT +0.7%) estimates: following store checks, it expects FY13 (ends in June) Surface sales to amount to just 3.3M. (Surface order cuts)
  • Dec. 4, 2012, 1:53 PM
    Never shy to make big R&D investments, Broadcom (BRCM +1%) unveiled a refresh of its baseband/app processor line. New products include a chip that features dual 1.2 GHz. ARM CPUs, and one that combines two dual-core chips in a single solution. Unlike Qualcomm's Snapdragon line, none of the chips support 4G, and their performance will likely trail Qualcomm and Nvidia's best. But they could get designed into cheaper Android phones aimed at emerging markets. Samsung is a key Broadcom baseband client. (PRs: I, II) (Chinese efforts)
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  • Dec. 4, 2012, 12:20 PM
    Windows (MSFT) notebook unit sales fell 10% Y/Y on Black Friday, claims NPD, which recently estimated a 24% Y/Y drop for the first month of Windows 8 sales. Windows 8 gear made up 89% of notebook sales and sported an ASP of just $368; touchscreen devices made up only 3% of sales. Mac (AAPL) sales were flat Y/Y while Android (GOOG) tablets saw a 177% increase, though their ASP plunged to $151 from $219 (no doubt thanks to the Kindle Fire/Nexus 7). TV units rose 4%, but revenue fell 6% thanks to falling ASPs. Total consumer electronics sales fell 5.6%.
  • Dec. 4, 2012, 10:42 AM
    Thanks to the impact of recent job cuts, AMD (AMD -1.7%) is pushing back the launch of its Radeon 8000 GPU line to Q213 from Q4, sources tell Digitimes. The 8000 chips, which succeed the 7000 line (Southern Islands), are seen as pivotal to AMD's efforts to take back GPU share lost this year to Nvidia's (NVDA +0.5%) GeForce 600 line (Kepler). Digitimes also claims Nvidia will release its Tegra 4 app processor in 1H13, and an integrated baseband/app processor in 2H - the latter is badly needed to compete against Qualcomm's Snapdragon line.
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  • Dec. 3, 2012, 6:37 PM
    Some Microsoft (MSFT) news: 1) Microsoft has begun selling Office 2013, along with new versions of Exchange, SharePoint, Lync, Project, and Visio, to businesses. Office 2013 brings a touch-friendly UI, SkyDrive integration, and a stronger emphasis on subscriptions. Many of the complementary products are seeing price hikes. 2) A Microsoft insider claims Redmond will launch 3 new Surface models next year: an 8.6" RT model with a Qualcomm chip, an 11.6" Pro model with an AMD Temash chip, and a 14.6" "Surface Book" with an Intel Haswell chip. Surface RT sales have disappointed thus far.
  • Nov. 29, 2012, 2:09 PM
    Microsoft (MSFT) will charge a hefty $899 for the 64GB version of Surface Pro, and $999 for the 128GB version. Touch/type covers are sold separately. There's a good chance Surface Pro will be seen as just one name in a sea of Windows 8 Pro tablets and convertibles, especially since its use of an Intel (INTC) Core i5 CPU has made it a little thicker/heavier than models running on Intel's Clover Trail. Meanwhile, Digitimes is reporting Microsoft has cut its Q4 Surface RT orders in half to 2M  - that's a negative for NVDA. (NPD data)
  • Nov. 28, 2012, 9:37 AM
    Channelnomics thinks Microsoft's (MSFT) claim it has sold 40M Windows 8 licenses could be evidence of channel-stuffing. It notes many of the licenses may currently exist as inventory held by OEMs and resellers, and that StatCounter estimates Win. 8 is currently used on a mere 1% of the 1.5B PCs in operation. Nomura's Rick Sherlund is cutting estimates on Microsoft today, and says new Asian data points to a 7% Y/Y Q4 drop in PC shipments; a prior reading suggested flat growth.
  • Nov. 27, 2012, 4:58 PM
    40M Windows 8 licenses have been sold thus far, a Microsoft (MSFT) exec boasts, while adding the upgrade pace is exceeding that for Windows 7. It's unknown, however, if this figure includes enterprises who have access to Win. 8 through a subscription, but haven't necessarily upgraded. Otherwise, 40M would be an impressive figure for such a short amount of time, especially in light of industry conditions and reports of tepid enterprise interest. On Oct. 30, Steve Ballmer claimed 4M Win. 8 upgrades were sold in the first 3 days of availability.
  • Nov. 27, 2012, 8:55 AM
    Apple (AAPL) announces its next-gen iMac, first introduced at its iPad Mini event, will go on sale on Nov. 30. The iMac's ultra-thin design has created some buzz, but (in a recurring theme for Apple hardware lately) it looks as if its use of cutting-edge manufacturing processes will create supply constraints. Aside from reports of display shortages, Tim Cook mentioned on Apple's FQ4 earnings call there will initially be a "significant shortage" of iMac units. Both the 21.5" and 27" models use Nvidia (NVDA) GPUs.
  • Nov. 20, 2012, 12:55 PM
    Shipments of Google (GOOG) Nexus 7 tablet will total 5M in 2012, claim Digitimes' Taiwanese supply chain sources. Asus, which manufactures the 7, recently claimed it produced close to 1M units in October. To help it do battle against the iPad Mini and Kindle Fire HD, Google recently gave the Nvidia-powered (NVDA) 7 a storage boost and introduced a 3G model.
  • Nov. 20, 2012, 8:05 AM
    For whom H-P's (HPQ) FQ4 results toll: Dell (DELL) -1.9% premarket, Intel (INTC) -1.6%, AMD -1%. H-P reported a 14% Y/Y drop in PC revenue and 12% drops in both desktop and notebook shipments. The drop in commercial PC revenue (13%) was nearly as bad as the drop in consumer PC revenue (16%).
  • Nov. 19, 2012, 5:18 PM
    Intel's (INTC) next-gen Bay Trail (Valleyview) tablet CPU will feature four 2.1 GHz. cores and arrive in early 2014, according to leaked slides. The current Clover Trail CPU, by comparison, offers two 1.5 GHz. cores. Bay Trail will also feature an Intel HD 4000 GPU and (thanks to 22nm manufacturing) improved battery life. From the looks of things, the chip should be competitive with rival solutions from Nvidia, Qualcomm, and others - the big question is whether its OEM buyers will be able to take tablet share from Apple and Samsung, who heavily rely on home-grown chips.
  • Nov. 19, 2012, 10:06 AM
    As Intel announces a CEO transition, Paul Thurrott reports Windows 8 PC sales have missed Microsoft's (MSFT) internal projections. He adds Microsoft is blaming the inability of OEMs to execute, though like others, he thinks that's far from the only culprit, and calls the OS a "Frankenstein’s monster mix of old and new that hides a great desktop upgrade under a crazy Metro front-end." Separately, Newegg says its Windows 8 sales are slow, though notebook demand is beginning to improve.
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Company Description
NVIDIA Corp is a visual computing company, connecting people through the powerful medium of computer graphics. The Company's reporting segments include GPU and Tegra Processor.