NVIDIA總裁兼CEO 黃仁勛(Jen-Hsun Huang)稍早前表示，Google 的Nexus 7平板并不只是一種比蘋果(Apple) iPad便宜的替代品，它的優(yōu)勢還未完全發(fā)揮，事實(shí)上，是在全球數(shù)百萬Android使用者領(lǐng)域中，它極具成長潛力。 “Nexus 7 并不是為了成為更便宜的 iPad 而誕生，” 黃仁勛說。 過去的Android平板都未能抓住主要趨勢。但黃仁勛認(rèn)為， Nexus 7 是第一款能讓 Android 使用者輕易上手，享受所有內(nèi)容和應(yīng)用的平板電腦，這些使用者已經(jīng)慣于使用擁有較大的、高分辨率屏幕的Android智能手機(jī)。 “我們已經(jīng)花了很長時間去建立一個能真正為 Android 使用者增添附加價值的平臺，”黃仁勛說?！八⒉皇莍Pad的替代品，它是真正為Android使用者開發(fā)，可提高用戶體驗(yàn)的產(chǎn)品。目前全球的Android使用人數(shù)已經(jīng)破億了?！? NVIDIA上周公布第二季銷售收入和利潤報(bào)告，以及對第三季的預(yù)期，均超出分析師預(yù)期。 包括分析師和3C產(chǎn)品達(dá)人們，都紛紛猜測 Nexus 7 能否打破iPad雄霸平板電腦市場的局面。根據(jù)Canaccord Genuity的調(diào)查，去年 iPad 在平板電腦市占率達(dá)66%，今年預(yù)計(jì)也有61%。 Nvidia的Tegra 3應(yīng)用處理器甫獲Nexus 7采用，自上個月開始出貨。這也是首款采用Android 4.1版(代號Jelly Bean “糖豆”)操作系統(tǒng)的平板電腦。 黃仁勛表示，首款執(zhí)行在平板電腦上的Honeycomb Android操作系統(tǒng)，事實(shí)上與Android手機(jī)操作系統(tǒng)差異頗大。Jelly Bean和它的前身──Ice Cream Sandwich則是為了可同時執(zhí)行在平板計(jì)算機(jī)和手機(jī)上而設(shè)計(jì)，讓使用者能無縫地在設(shè)備之間共享內(nèi)容。 黃仁勛表示，Nvidia雖然沒有趕上最初的平板熱潮，但他們將在最適當(dāng)?shù)臅r機(jī)切入。他指出，Nvidia一直努力降低Android平板電腦的成本，提高功能性和品質(zhì)，以便在產(chǎn)品推出之際便能滿足大眾需求。 “我對于Android平板電腦終于找到確切定位，獲得市場共鳴感到非常興奮，”黃仁勛說?！叭绻阌幸徊緼ndroid手機(jī)，你再去買一部Android平板，它們將能串連你所有的內(nèi)容?！? 黃仁勛預(yù)計(jì)，其Tegra應(yīng)用處理器將在平板電腦市場獲得比智能手機(jī)更大的成長動能，據(jù)Canaccord Genuity統(tǒng)計(jì)，Nvidia擁有約2%市占率。 28nm供貨問題仍然存在 盡管本季季報(bào)成表亮眼，但Nvidia公司高層表示，該公司將繼續(xù)面臨代工廠臺積電(TSMC)的28nm產(chǎn)能限制挑戰(zhàn)。黃仁勛指出，Nvidia預(yù)計(jì)供貨限制將持續(xù)到第三季。“我們不知道在面臨供貨限制時損失了多少業(yè)務(wù)，”黃仁勛說。 Nvidia截至7月29日的季銷售額為10.4億美元，較前一季成長13%，較2011年同期成長3%。依照一般公認(rèn)會計(jì)原則(GAAP)計(jì)算，該公司最新一季凈利為1.19億美元，較上一季成長97%，但比去年同期下降了21%。 Nvidia 公司表示，其消費(fèi)性繪圖處理單元業(yè)務(wù)──包括PC、筆電、內(nèi)存，以及來自該公司和英特爾(Intel)的交叉專利授權(quán)營收──本季成長了15%，達(dá) 6.683億美元。該公司消費(fèi)性產(chǎn)品業(yè)務(wù)季營收成長35.5%，達(dá)1.797億美元，這部份主要來自Tegra應(yīng)用處理器。 而Nvidia的專業(yè)解決方案業(yè)務(wù)──包括工作站繪圖和運(yùn)算芯片──則下滑了7.7%，來到1.963億美元。該公司的Quadro工作站芯片在美國和亞太地區(qū)的銷售情況穩(wěn)定，但在歐洲則受到經(jīng)濟(jì)因素引起的需求持續(xù)影響。 而針對將在今年10月結(jié)算的第三季，Nvidia表示預(yù)期銷售收入可望增加到11.5億至12.5億美元之間，較第二季成長11%~12%。 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 編譯： Joy Teng 參考英文原文：Nvidia: Android tablets have arrived ，by Dylan McGrath

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{pagination} Nvidia says Android tablets have arrived Dylan McGrath SAN FRANCISCO—Google Inc.'s Nexus 7 tablet is not a less expensive alternative to Apple Inc.'s iPad, but the best realization yet of a tablet with the potential to tap the millions of Android users worldwide, according to Jen-Hsun Huang, president and CEO of chip maker Nvidia Corp. "The Nexus 7's value proposition is not to be a cheaper iPad," Huang said. "It's to be a peripheral or a companion device for someone who is really invested in the Android operating system." Previous Android tablets have failed to catch on in a major way. But Huang said the Nexus 7 is the first to make it really easy for Android users to enjoy all of the content and applications they have invested in for their Android smartphones on a device with a larger, high-resolution screen. "I think it's taken this long to really build a platform that adds value to Android users," Huang said. "It's not an alternative to the iPad—it's really a device that enhances the user experience for someone who is an Android user. And there happens to be hundreds of millions of Android users." Huang's comments came on a conference call with analysts Thursday (Aug. 9) following Nvidia's strong second quarter financial report. The company reported sales and earnings for the quarter and gave third quarter guidance that exceeded analysts' expectations. Analysts and gadget enthusiasts have speculated on the potential of Nexus 7 tablet to break the iPad's strangehold on the tablet market. The iPad held 66 percent share of the tablet market last year and is projected to have 61 percent market share this year, according to a recent report by Canaccord Genuity. Nvidia's Tegra 3 is the applications processor in Nexus 7, which was announced in June and began shipping last month. It is the first tablet to use version 4.1 of Android, nicknamed Jelly Bean. According to Huang, the Honeycomb version of Android which ran the first Android tablets was actually very different from the Android phone OS at the time. Jelly Bean and its predecessor, Ice Cream Sandwich, are designed to run both tablets and smartphones and make it much easier to seamlessly share content and applications between devices, Huang said. Huang said Nvidia notched design wins in 60 or more Android tablets during their first 18 months of existence, none of which caught on in a meaningful way. It took that time to get the cost, functionality and quality of experience of Android tablets to get where it needs to be, he said. "I am really excited about the fact that the positioning of Android tablets is really starting to resonate with the market place," Huang said. "If you have an Android phone, you go get yourself an Android tablet, and all of your content just shows up." Huang said he expects the tablet market to continue to offer more potential for Nvidia's Tegra applications processors than smartphones, where the company has about 2 percent market share, according to Canaccord Genuity. 28-nm supply contraints remain Despite the strong quarterly report, Nvidia executives said the company continues to be challenged by constrained supply of 28-nm capacity at foundry vendor Taiwan Semiconductor Manufacturing Co. (TSMC). Huang said Nvidia expects supply constraints to continue through the third quarter. "We have no idea how much business we left on the table" due to the supply constraints, Huang said. Nvidia (Santa Clara, Calif.) reported sales of $1.04 billion for the quarter ended July 29, up 13 percent from the previous quarter and up 3 percent from the same period of 2011. The company reported a net income in accordance with generally accepted accounting principles (GAAP) of $119 million, up 97 percent from the previous quarter, but down 21 percent from the year-ago quarter. Nvidia's second quarter sales exceeded consensus analysts' expectations of about $1.01 billion, according to Yahoo Finance. Nivida's non-GAAP net income for the second quarter, $170.4 million or 27 cents per diluted share, also exceed analysts' expectations of about 14 cents per share, according to Yahoo Finance. Nvidia said its consumer graphics processing unit business—including desktop, notebook, memory, and license revenue from the company's patent cross license agreement with Intel—increased 15 percent sequentially to reach $668.3 million. Revenue from the company's consumer products business increased 35.5 percent sequentially to $179.7 million, Nvidia said, mostly due to record revenue from Tegra applications processors. Revenue from Nvidia's professional solutions business—including workstation graphics and computing chips—declined by 7.7 percent to $196.3 million, Nvidia said. Sales of the company's Quadro workstation chips remained steady in the U.S. and the Asia-Pacific region, but experienced softness in demand in Europe on continued weak economic conditions, the company said. For the fiscal third quarter, which closes in October, Nvidia said it expects sales to increase to between $1.15 billion and $1.25 billion, up 11 to 20 percent compared to the second quarter. The company's target for the quarter exceeded consensus analysts' expectations, which called for third quarter sales of about $1.09 billion, according to Yahoo Finance.