Feb 16 AT 1:23 PM Taylor Wimberly 19 Comments

NVIDIA almost confirms HTC One X, says Tegra 3 phones to ship next month

nvidia-gloss-logo-android

Yesterday NVIDIA held their quarterly earnings call and Tegra was the hottest topic, being mentioned close to 50 times. Even though Tegra only accounted for $360 million in 2012 (roughly 9% of NVIDIA’s revenue), investors had many questions about the future of the mobile application processor business.

Earlier in the year, analyst were expecting anywhere from $400-600 million in Tegra revenue in 2011, but that number fell short when Tegra 2 design wins trailed off as manufacturers moved on to Tegra 3 products and competition from Samsung LSI and Qualcomm increased.

NVIDIA has invested over $2 billion into their Tegra division and company CEO Jen-Hsun Huang has said in the past that if you want to build and sustain a world-class SoC (system-on-a-chip) business, then you need that business generating up to $1 billion in revenue to remain competitive.

Unfortunately, it does not look like 2012 will be the year that Tegra revenue reaches $1 billion. NVIDIA said on their earnings call that Tegra revenue should be up 50% year over year, which is around $540 million in 2012.

Jen-Hsun Huang cut his guidance for Tegra revenue in 2012 most because of the loss of Samsung’s business. Samsung was one of NVIDIA’s largest customers last year, but now it appears that Samsung will stick with using their own Exynos processor in the majority of their products. There were also hopes that NVIDIA could land the upcoming, larger version of the Kindle Fire, but rumors suggest that Texas Instruments will maintain that business with their lower-cost OMAP processor.

Having said all that, there are still some bright spots for NVIDIA coming up. Jen-Hsun Huang had a hard time containing his excitement over the heavily-leaked HTC One X. In a response to a question about the competitive landscape, Jen-Hsun said, “And so by partnering with HTC — and they are a fantastic company. I’m not suggesting we announce any products here, but surely, a partner like HTC would be fabulous for NVIDIA to partner with.”

HTC has stumbled recently, but I believe they still have the potential to become the number one manufacturer of Android devices. They recently formed their Studio division to regain their edge and have decided to focus on fewer hero products. All signs tell us that NVIDIA won their flagship device the One X, which is already has orders from 20 carriers around the world. NVIDIA is also rumored to power HTC’s next 10 inch Android tablet, codenamed Quattro (or Vertex or One XL).

In addition to HTC, NVIDIA has also partered with LG and Fujitsu on upcoming Tegra 3 phones. We expect many of these products to be announced at Mobile World Congress 2012, which we have dubbed the quad-core phone show.

No release dates have been provided for any of these Tegra 3 phones, but NVIDIA said they “expect to announce and ship them this quarter.” That means we could see some devices arriving by next month.

Finally, NVIDIA also provided an update on their recently acquired Icera modem. Jen-Hsun showed his enthusiasm for this technology by saying “Icera is going to prove to be one of the smartest and one of the best acquisitions in our history.” NVIDIA will ship Icera modems in mobile devices this year “for sure” and we expect Icera to be integrated into Tegra by early 2013.

I have only owned one Tegra 3 product, the Asus Transformer Prime tablet, but it just so happens to be my favorite Android device. It will be interesting to see how that all day and all night battery life translates over to smartphones.

Mobile World Congress is just weeks away, so we will find out soon.

Source: Seeking Alpha

Taylor is the founder of Android and Me. He resides in Dallas and carries the Samsung Galaxy S 4 and HTC One as his daily devices. Ask him a question on Twitter or Google+ and he is likely to respond. | Ethics statement

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  • spazby

    I am a fan of Tegra 3…. keep up the good work nvidia

    • Jeff Pan

      and HTC is going to make a grand comeback this year!

      • ArticulateFool

        Only if they don’t pull an LG. That was among the first tegra 2 phones and it sucked hard.

  • Mio

    Yes, Nvidia.
    You produced me great equipment for my CG-Studio and now you do the same magic with my smartphone.
    I’m so frkkn excited about the Edge, One, Whatsoever. :D

  • Johnathan Prochaska

    Competition is good and healthy. Interested in seeing what these “One” branded devices are capable of, especially in the battery life department which is my one issue with smart phones today. They have pretty much plateaued with the amount of power and screen resolution I need in a device. I’m waiting for battery life to become the focus these days.

  • Billy

    Tegra is hot and HTC can be quietly brilliant at times. I love the Android competitive landscape. All these devices etc..

  • WlfHart

    Looking forward to a possible HTC comeback. My HD2 needs an Android predecessor.

  • Jake Gall

    I may sell my Rezound to buy this when released.

  • Jake Gall

    With beats audio, nvidia tegra, and now super LED HD screens, HTC will kick ass

  • SGB101

    im overdue an upgrade. tegra3 here i come

  • BiGMERF

    It’s just that sensewich turns me off

  • Nathan D.

    This week can’t go fast enough! can’t wait to see those phone working in a month time (hopefully)

  • moih

    where is apple sleeping,
    ………… good.

  • kicost

    Tegra 3 <3

  • Richard Yarrell

    Still HOLDING TIGHT to the GNEX…But I welcome all things new from HTC. Let’s see how they step up their game in 2012.

    • squiddy20

      annnnd no one cares what you’re “holding tight” to or what you think is “bitch slapping”. I guess you’ll never learn…

  • Hall Lo

    Thats some exciting news! Cant wait to see how good Tegra 3 phones can perform! :)

  • Mike

    This is great and all, but has there been an information leaked that it’s coming to the US. If so hopefully its Verizon.