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Neonode, Inc. Message Board

  • g1u2nt g1u2nt Jan 29, 2013 2:47 PM Flag

    new player for tablets and smt phone

    Keep checking and hoping Neon gets a design win in the low-end market...

    Even more interesting is word this week that Nvidia plans to start making white label tablets and smartphones itself, which smaller regional players will then brand and sell. This second-tier space for tablets and smartphones has previously been dominated by low quality Chinese-made devices. By designing and manufacturing the end products, Nvidia will have control over performance and quality and by marketing through local and regional players, it will get the volume necessary to buy components at a competitive price. The result should be a lower-priced device that truly competes with high-end models in terms of quality. The potential here is huge. Word is that some of these devices may carry the Nvidia or Tegra name, while others won't (branding decisions being made by the local partners), and that these devices will become available by mid-year. This is the same approach that Nvidia took in the graphics card business, where it is now the dominant player. I'm not suggesting that Nvidia will unseat Qualcomm as the top mobile chip supplier (and we own Qualcomm in the portfolio), but given its upside potential and its very strong cash position, it looks like a long-term winner.

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