Blackberry already decided to remain in the handset business and partner with Foxconn to reduce risk. The sum of the parts (hardware, software, patents) should worth more than selling in pieces.
So just sit and see if in 1 or 2 quarters if BBRY can stem the losses due to hardware. My bet is there is a large enough enterprise market niche that BBRY can serve. BBRY main competition is Windows Phone for business.
I already bought more today. New chips are out, it is not late, and Tegra have traction in automotive. What else can you expect?
In cars Nvidia chips are not limited by power supply or communications, There are at least 2 sockets it can fill (GPS maps and panel). Driver assistance like night vision is a proven technology that can use visual computing and add hundreds of dollars of value to a car.
Tegra tablet design wins is nice to have but it is not essential to the survival of the Tegra program.
Members: Google, GM, Honda, Audi, Hyundai, and Nvidia.
Qualcomm and Intel not represented.
I was in Hong Kong last week and I only saw one Mi phone in the subway, everyone have Samsung or Apple.
Xiaomi Hong Kong website is for doing business in the city, and it do not stock Mi3. The HK site is NOT for international sales.
Xiaomi is still a Chinese company selling to China. There is no distribution channel outside China. Their mascot is a Red Army rabbit and Red Rice have Communist intonations. Of course this is just marketing but who would buy that outside of PRC?
Therefore 2014 sales is still dominated by Mainland China and therefore the TCDMA/WCDMA ratio of phone sales should remain valid at least for now.
According to Wikipedia, China Mobile (TCDMA Nvidia Tegra4) subscriber base is 3X larger than China Unicom (WCDMA Qualcomm chip). Therefore T4 should be in 75% of Mi3. Shipment of 10M Tegra 4 in Mi3 is a reasonable estimate. The 2014 Xiaomi 40M sales projection comes from Xiaomi and reported in Chinese tech press (100% unit volume growth vs 2013).
If 1/4 of them is Mi3 with Nvidia Tegra4 that will be 10M chips. Xiaomi have 4-5 models shipping (Mi2, Mi2S, Mi3, Red Rice). The low cost red rice have a Mediatek chip.
Tegra4 shipped in Mi3 in 2014 alone is comparable to Tegra3 sales in 2013.