03-13-2015, 09:27 PM
(03-12-2015, 03:55 PM)Picao84 Wrote: 1. No one is talking about doing big damage to nVIDIA, but its just stupid to keep a part of the business that is not being successful alive and in the same situation just "because". The definition of madness is "doing always the same thing expecting different results". Apart from Tegra 3 (and that was because it was the first quad core on the market), pretty much every Tegra has been a fail. They can surely change strategy to make it successful? Because their strategy was wrong from the beginning. They went for the moon and what they called "superphones". They were very arrogant and dumb to not realise (or maybe they did but simply did not care) that they needed to have a full lineup of SoC, just like they have on GPUs. They were a new player in a SoC Market already dominated by big companies like Qualcomm. They were arrogant to think they could just arrive and win it all with one single SoC every year.
2. Do you know the meaning of spin off? Seems like you don't. A spin off is not a sale like ATI made to Qualcomm. On a spin off, nVIDIA would create another company where they would still have a stake on. And better yet, like I said also, they could create it as a joint venture together with another company that has more experience and market power in the SoC world (think Mediatek for example, and all the rumours about AMD getting involved with them.. in this case AMD looks to be smarter.. hugely late to the game, but smarter). That is what you do when you want to enter a Market you have no presence in: you negotiate your entry through a partnership with an incumbent. That is what nVIDIA should be doing, instead of chasing ridiculous patent litigations. Unfortunately their own corporate culture (which is very very EGO-istic) does not let them do that. They want to do everything on their own, when sometimes partnerships are the best way to go.
How do you sit there and say those things yet complement AMD? Have you looked at how much money that company hasnt made in like 50 forevers? So should AMD just close its doors then? They could actually make money just by putting the millions they loose in a savings account. They would be much much better off even if this savings account only payed .5% interest a year.
AMD is still in business because they hope and have faith that one day they can turn things around. That one day they can find a way to make it work.
honestly, i really truly think that nvidia still has a far better chance at making tegra profitable than AMD does at this point.
As for the tegra K1, i did think it would do better. I think that Q1 would be a better quarter to weigh in the nexus 9 win though. Its surely not been easy for nvidia and their CPU ambitions but i am not so sure they should just drop it. Not so fast.
I believe that tegra is a long term project of theirs. It is a footing into the android world. With so many betting and screaming the death of PC, nvidia has decided to put efforts in other outlets. The truth is that x86 isnt dieing anytime soon. But that doesnt mean it is smart for them to just drop tegra. I think nvidia really believes that the android market will continue to expand. They believe it will be bigger than phones and tablets. They really feel that it is gonna continue to grow and could become a serious outlet for gaming. They continue to try to sway developers towards android and have planted seeds they are watering to grow.
As long as tegra isnt dragging them down, i cant see how its so bad that they continue to invest into it. Android really isnt going anywhere and it is expanding to become larger than phones, just like nvidia has bet on. It may not be instant gratification but their ambitions still could pay off one day. And the potential is there, maybe not around the corner but there is still this real possibility that android keeps expanding. It makes sense this is somewhere Nvidia wants to remain. They already have built up a system and have teams. The tegra division is full of employees that were displaced when they were forced out of chipsets. There is so much already in place, from patents, procedures, structure, and sharing of technologies. Nvidia finds this division beneficial and there is still this real chance that the android market will expand into something much more ripe for nvidia.
This is probably a much better chance for nvidia and their tegra division than their is AMD right now. I really dont see why they should just drop it. This could turn out to be a huge mistake.
You cannot deny that android has expanded. And just because there isnt a huge place for nvidia in this market now, doesnt mean there wont be one in the future. The only way to insure there wont be is if nvidia decided to completely drop out.