During a sitdown with reporters yesterday, NVIDIA Chief Executive Jen-Hsun Huang discussed his company’s near- and long-term financial outlook, while providing some insight into the chipmaker’s quad-core future. Consistent with Huang, NVIDIA expects to rake in between $4.7 and $5 billion in revenue during fiscal year 2013, with revenue from its mobile chip unit projected to mushroom tenfold by 2015, to a whopping $20 billion. Huang acknowledged that these predictions can be tormented by external factors, including the continued patent wars between tablet and smartphone manufacturers, but didn’t seem too focused on their immediate impact. “At this point, it appears like it’s much ado about nothing,” he said. In reality, Huang foresees rather robust growth inside the mobile processing sector, estimating that there are about 100 million devices so they can need chips this year — a figure which could soon rise to 1 billion, at the strength of cheaper smartphones, efficient ARM processors and the increase of ultra-thin notebooks. And, despite his recent disappointment , Huang expects Android tablets to comprise an entire 50 percent of the market within the near future, claiming that NVIDIA’s Tegra 2 chips can currently be present in 1/2 all slates running Google’s OS, and about 70 percent of all Android-based handsets.
Within the short-term, meanwhile, NVIDIA is busy developing its quad-core mobile processors — which, in keeping with the exec, should appear in tablets throughout the third or fourth quarter of this year (quad-core smartphones, however, can be further down the street). Huang also sees room to develop wireless-enabled, Snapdragon-like processors, because of NVIDIA’s recent acquisition of Icera , but he hasn’t given up on GPUs, either, predicting that demand for graphics performance will remain stable. The loquacious CEO went directly to divine that Windows 8 will support apps designed for Windows 7 (implying, perhaps, that Microsoft’s Silverlight platform will play an important role in future cloud-based developments), while contending that smaller, “clamshell devices” with keyboards will ultimately win out of over the Ultrabook strategy that Intel have been pursuing. For the instant, though, Huang seems pretty happy with NVIDIA’s position within the mobile processing market, citing only 0 Qualcomm 0 as primary competition. “We are the only people seriously at the dance floor with Qualcomm,” he argued, adding that businesses with no solid mobile strategy are “in deep turd.” You can see more of Huang’s insights on the source links below.
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