Will nVidia’s Tegra 5 Go LTE?

The tradition continues. Our sources are confirming that Nvidia’s Logan SoC, possibly called Tegra 5, doesn’t come with an integrated LTE modem. Just like Apple, Nvidia makes a big fast chip with impressive Kepler based GPU, but it won’t put a an icera LTE solution inside the same chip.

Icera i500 is Tegra 5 compatible and it has AT&T certification. As the launch draws near, it should become compatible with other US and international LTE carriers like Verizon and T-mobile.

This should not be a big issue for Nvidia’s target market, manufacturers will have to choose two chips instead of one, a clear competitive disadvantage compared to future Qualcomm chips with Adreno 400 graphics and updated CPU cores, expected in early 2014.

During Nvidia’s recent conference call, CEO Jen Hsun Huang said devices based on the new Tegra 4i with integrated LTE should be announced in Q1 and ship no later than Q2. Jensen also mentioned that people are going to be “delighted by the OEM that it comes from” which is probably his way of of announcing some big brand design wins, but he also emphasised that the designs will be global rather than US. For US success you need CDMA Jensen said, but as far as we know Verizon is the only company using it.

Since Apple can pull of two chip designs from day one, we can only assume that two chip approach won’t cost much battery life compared to single chip design that has LTE on board (Snapdragon 600 and 800 ed. ). However, Nvidia is likely going to be making bets on its Kepler based GPU, expected to be the fastest graphics core ever integrated in a mobile SoC that will rock tablets and some phones around the world. The fact that Logan is likely to pack very powerful graphics sans on-die LTE makes it a bit more interesting for tablets than phones, which is exactly what we saw with the Tegra 4.

We expect to see Tegra 5 devices announced at CES 2014 so early January and with some luck we might see them shipping very early in 2014.

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More OEM’s Seeking nVidia

As expected and announced, Zotac has now “joined the mobile gaming revolution” with the new Tegra Note 7 tablet and will be one of a handful of Nvidia partners that will sell it in both Europe and Asia-Pacific region for US $199.

In case you missed it yesterday when it was officially unveiled by Nvidia, the Nvidia Tegra Note 7 is based around a 7-inch 1280×800 IPS display and powered by Nvidia’s own Tegra 4 SoC with quad-core Cortex-A15 CPU and 72-core Geforce GPU paired up with 1GB of memory. It also packs some neat features exclusive to Nvidia, including a stylus with Nvidia DirectStylus technology as well as the 5-megapixel rear main camera backed by Chimera computational photography architecture revealed earlier by Nvidia. The camera will have support for both HDR as well as slow-motion video.

Unfortunately, Zotac did not announce the precise launch date so we are still stuck with Nvidia’s October time-frame and we are still to see the price of the new Tegra Note 7 in Europe.

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Are More Firms Moving To Tegra 4?

A curious rumor is coming out of Taiwan this morning. Nvidia is reportedly seeing more Tegra 4 orders, boosted by the Xiaomi Mi3 smartphone, Surface RT 2 and new tablets from Asus, Toshiba and HP. The source is Digitimes, or its moles in the “upstream supply chain” to be specific. Specific is not the word usually associated with such sources and we have no specific numbers to report.

However, while Nvidia is seeing a bit more interest for Tegra 4 it simply has no high-volume design wins and shipments will remain low until it is eventually phased out in favour of the Tegra 5. We wrote about Nvidia’s Tegra 4 volume woes last month, here.

The Tegra 4 still has just a handful of design wins and the fact that most of them are high-end tablets is not encouraging at all. Not much has changed since our previous report, although Nvidia did manage to land a single smartphone design win, albeit not a major one.

We still believe Tegra 4 shipments will be modest at best and new Android tablet design wins will not help much. Neither will the Shield and Tegra Note tablets.

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Will The Tegra Processor Pay Off?

Last year Nvidia’s Tegra gamble seemed to be paying off nicely, but the insanely competitive SoC market moves fast and all it takes for things to go badly wrong is one botched generation. The Tegra 4 was late to the party and Nvidia eventually ended up with a big and relatively powerful chip that nobody wanted.

In its latest earnings call Nvidia made it clear that revenues from Tegra are expected to decline $200 to $300 million this year from about $750 million last year. Even this seems like a relatively optimistic forecast. Tegra 3 ended up in quite a few high-volume products, such as the Nexus 7, HTC One X, LG Optimus X4 and a bunch of other phones and tablets. On paper, Tegra 4 will end up with a similar number of design wins, maybe even more, but nearly all of them are low-volume products.

At the moment there are only a handful of Tegra 4 products out there. These include HP’s Slatebook 10, Toshiba eXcite Pro and eXcite Write tablets and Nvidia’s own Shield console. Nvidia’s 7-inch Tegra Tab is also on the way, along with the Surface RT 2. Some Chinese vendors like ZTE are also expected to roll out a Tegra 4 phone here and there, but the chip won’t end up in any big brand phones.

Nvidia does not release any Tegra unit shipment info, so we can only guess how many Tegra 3 and Tegra 4 chips are out there, but it doesn’t take much to realise Tegra 4 is a flop. Shipments of the original Nexus 7, powered by the Tegra 3, are estimated just north of six million units. Surface RT shipments were abysmal. Earlier this year analysts put the figure at just 900,000 units after a full quarter of sales. Microsoft eventually took a massive write-down on its Surface RT stock. LG and HTC didn’t reveal any shipment figures for the Optimus 4X and HTC One X, either. HTC shipped about 40 million phones last year, while LG managed about 27 million. We can’t even begin to estimate how many of them were flagship products powered by Tegra, but the number was clearly in the millions.

This time around Nvidia can’t count on strong smartphone sales, let alone the Nexus 7 and Surface RT. Even if it scores high-end tablet design wins, the truth is that high-end Android tablets just aren’t selling well. Nvidia needed high-volume design wins and Android tablets just won’t do the trick. Qualcomm is in the new Nexus 7 and the HTC One. Back in May analysts reported that HTC One sales hit the 5 million mark in the first two months of sales, although shipments have slowed down since then. Millions of Snapdragons found a home in the HTC One and millions more will end up in the new Nexus 7.

Nvidia’s talk of a $200 to $300 million hit this year doesn’t exactly paint the full picture. Tegra 3 shipments in the first two quarters of 2013 were modest, but relatively good. However, nothing took its place and the true extent of the Tegra 4 flop will only become visible in the first quarter of 2014 and beyond. The big hope is that the Tegra 4i and Tegra 5 will start to come online by then, so the numbers for the full year won’t be as terrible, but it is abundantly clear that Nvidia cannot afford another Tegra 4.

As for Nvidia’s Tegra Tab and Shield, they might do well. Nvidia knows a thing or two about hardware, but even if they prove successful, they just won’t be enough, at least not in this cycle.

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Is nVidia Working On A Tablet?

According to a report over at Tabtech.de that managed to spot an unknown device in the result page of the GFXBench, Nvidia might be gearing up to release a phablet or tablet.

The device is listed as Nvidia Tegra Note Premium and scores just slightly lower than the Nvidia Shield in GFXBench. It feature Tegra 4 clocked at 1.8GHz and has a resolution of 1280×800 which probably points out to a tablet rather than phablet but everything is possible. It was running Android 4.2.2 Jelly Bean when it was tested.

At Computex 2013 back in June, Nvidia showcased a rather unique device that was used to demonstrate pressure-sensitive functions of a stylus and which might be the device that showed up in the GFXBench results. The 1280×800 resolution is not impressive and far off from what the competition currently has to offer, but then again Nvidia might want a cheaper tablet or phablet on the market.

In any case we will surely keep an eye out for Nvidia’s Tegra Note Premium, whatever it turns out to be.

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Intel Invests In Tablet Business

Intel has invested in E La Carte, a firm that designs tablets for restaurants.

Intel Capital, the chipmaker’s investment arm, has bought into in all sorts of companies outside of semiconductors in a bid to diversify the firm’s income. Now the chipmaker has invested in E La Carte, a firm that designs tablets for use in restaurants.

E La Carte raised a total of $13.5m in second round funding for its niche tablet business, with Intel Capital leading the investment. The firm said it would use the capital injection to grow the firm and to try to increase the number of restaurants that use its tablets.

Christine Herron, director of Intel Capital said, “E La Carte offers the most innovative and reliable guest tablet solution in the industry. We’re thrilled to further accelerate the company’s growth with not only capital, but also our significant resources and expertise in manufacturing, operations, and media.

“As E La Carte transforms the dining experience, we are creating a new market for both restaurant and guest services.”

E La Carte claims to have sold thousands of tablets to restaurants and cites a month on month growth rate of 35 percent. For Intel it is one way of getting a foothold in the tablet market, even if its Clovertrail+ tablets have yet to take the market by storm.

Rajat Suri, CEO of E La Carte said, “We are excited to work with Intel to grow our footprint to more restaurants across the country. With more than 200,000 casual-dining restaurants in the US, we see an enormous opportunity to make full service and fast casual restaurant experiences more enjoyable for guests, and more profitable for restaurant operators.”

Aside from the cash, Intel Capital will also provide advice in manufacturing, operations and media to E La Carte, presumably with the hope of taking the firm public in the future.

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