Investment analyst sees big gains for NVIDIA Tegra 3 in 2012

Investment analyst sees big gains for NVIDIA Tegra 3 in 2012
NVIDIA’s Tegra 2 chipset showed up in many early dual-core smartphones in 2011, and were the SoC of choice for the Android tablet market for almost the entire year. Yet the Tegra 2 was largely abandoned in smartphones by the end of the year, as dual-core chips from Texas Instruments and Samsung dominated later smartphone releases. And NVIDIA’s standing in the Android tablet market didn’t help it as much as anticipated, as Honeycomb tablets failed to gain significant traction, and the bestselling non-iPad tablet – the Amazon Kindle Fire – chose TI’s OMAP CPU over Tegra 2.

With Intel getting its first mobile chips ready to ship, has NVIDIA’s star fallen already? Not true, says FBR Capital analyst Craig Berger, who noted that NVIDIA’s new Tegra 3 SoC is making strategic “design wins” with mobile manufacturers. Tablets from Asus, Lenovo, ZTE, and Acer either have or will soon be shipping with the Tegra 3, according to Berger.

Berger also noted that he expects the Tegra 3 to power several upcoming Android handsets, including the HTC EDGE and the LG X3. If NVIDIA’s chips can deliver their quad-core number crunching with improved power-usage, these mobile devices will surely show that off to great effect, and consumers (and OEMs) will clamor for more Tegra 3 devices.

One major "design loss" for NVIDIA is Amazon's upcoming tablet, which Berger states will use a TI OMAP chip, the same company Amazon chose for the initial Fire. But Berger remains confident in NVIDIA’s lineup and has increased his stock target to $20 a share, up from $17. We’re not sure how many of you are looking for stock tips, but we imagine a great many of you are looking forward to the expanded quad-core future for mobile devices this year.

source: Forbes

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13 Comments

1. TheLibertine

Posts: 484; Member since: Jan 15, 2012

Of course, it is one of the greatest chips outta there. The best part is not even the performance, but the smart "companion core" idea. Great thing.

2. nickjjay

Posts: 79; Member since: Oct 10, 2011

I wanna know when the Tegra3 is comming to phones? Or is it going to be on tablets only? I would really like to see it become more popular. I have a buddy with the Ausu Transformer, and it runs amazingly probably due to this outstanding processor.

4. TheLibertine

Posts: 484; Member since: Jan 15, 2012

More because of Android 4 ;p. The hardware is not the most important part here, see Apple. It is mostly for videos, multitasking, gaming, high resolutions etc. And: Yeah, it may come on the HTC Edge.

10. nickjjay

Posts: 79; Member since: Oct 10, 2011

Ok. Awesome.

3. squallz506

Posts: 1075; Member since: Oct 19, 2011

i just hope NVIDIA releases the full source this time around.

5. jove39

Posts: 2147; Member since: Oct 18, 2011

Nvidia's Tegra Processor are good for cpu processing power...but lags behind on gpu power...my expectations were way high from Tegra3 on gpu front...but its just first quad chip...nothing more than that...samsung and TI quad chips will be based on A15 and perform better than Tegra3...wait will be worth :)

7. squallz506

Posts: 1075; Member since: Oct 19, 2011

jeez, why isnt anyone happy with products that are on the market right now anymore? it seems like everyone (including me) is already expecting phones to be powered by technology that is not even released yet. how is tegra 3 weak when it is the most powerful chip on the market and will be for the next ~3 months. i want an A15 quad-core too, but i recognize that its just a dream right now. Tegra 3 is the king right now. hail to the king baby!

8. jove39

Posts: 2147; Member since: Oct 18, 2011

Sure it is king for now...I am just waiting for future king of Android devices :)

9. squallz506

Posts: 1075; Member since: Oct 19, 2011

you and me both, man it is tough being an android user. so many choices, with constantly getting more and more advanced. but i wouldnt trade it for the world.

6. remixfa

Posts: 14605; Member since: Dec 19, 2008

The tegra3 should have some heavy adoption. HTC has already announced multiple sets with it as well. Im assume LG will continue on the train the way they were, and if samsung picks up a few for their non quad-exynos phones, it should be a banner year for Nvidia. Predicting a 15% or so stock gain isnt too shabby. Then again, like most analysts, they just read the same articles we do and make predictions.. lol.. same as us. Remixfa's Analytics Firm is open for business. Ill predict a $22 share price if Samsung picks up some chips for phones. A 25% jump is pretty hefty but doable.

11. InspectorGadget80 unregistered

Tegra 2 in my Atrix wait for another Tegra 3 from Motorola

12. kamejoko

Posts: 252; Member since: Nov 10, 2011

Tegra3 with 40nm. I don't like.

13. deacz

Posts: 162; Member since: Nov 02, 2011

tbh i dont see the point of using a tegra 3 in a smartphone, tbh anything faster than my gs2 is overkill on a phone. tablet wise we need even more power than the t3 my prime is way nicer than my xoom. but its no where near desktop speeds :)

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