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NVIDIA To Hold CES Press Conference on 4th January

Gregster

Gregster

Gregster

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Every year, the biggest tech companies come together at CES and announce a range of new products for the consumer market since the event itself is focused at consumers as the name suggests (Consumer Electronics Show). Last year, NVIDIA introduced their Tegra X1 mobile SOC which was embedded into two products, the Drive PX and Drive CX which are boards featuring the SOC to drive digital cockpits and auto-pilot car navigation. Later on, the Tegra X1 was embedded into a range of Shield devices which include the NVIDIA Android TV and the rumored NVIDIA Shield Tablet which hasn’t launched yet. AMD and Intel are also going to make a major appearance at the event. Last year, AMD showcased their first Freesync and Carrizo samples while Intel took things ahead in the mobility sector with their low-power Broadwell-U and Curie (Quark based) SOCs.

Read more: http://wccftech.com/nvidia-ces-2016-conference-4-january-2016/#ixzz3uPYpWgdp
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Hope to hear some solid Pascal news at the event personally and maybe some VR hints.
 
Clicking to the article itself shows they're expecting news on autonomous driving tech and details of the next gen Tegra chipset. Pascal is under the heading of "one of the least excepted bits we expect NVIDIA to cover". Here's hoping they're wrong and there is actual news on the next gen desktop GPUs - it's seemed an awful long time since we had something to get genuinely excited about in the PC graphics market.
 
To have Jen-Hsun hold up a new card and say here is the new TitanWBEE (wallet breaker extreme edition) would be great. :)
 
I wonder what went wrong with the X1 to delay it so much. As this rate we will hear about the next gen chip before the last one makes it into products.

I still don’t understand NVidias plan for Tegra as its running at a loss year in, year out and they don’t seem to have a plan to change that.
 
Pottsey said:
I wonder what went wrong with the X1 to delay it so much. As this rate we will hear about the next gen chip before the last one makes it into products.

I still don’t understand NVidias plan for Tegra as its running at a loss year in, year out and they don’t seem to have a plan to change that.
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You are pretty wrong there, but I can't divulge any details. Just google what the Tegra chips are being used for, the deals being made and the contracts already awarded.
 
D.P. said:
No, my employer is hoping to setup some meetings at CES including with Nvidia and some of their Tegra partners (downstream). Beyond that I can't say, NDAs and that.
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Pretty cool, Let us know when the NDA's lift please bud, Would be interesting to see/read :)
 
Dicehunter said:
Pretty cool, Let us know when the NDA's lift please bud, Would be interesting to see/read :)
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The NDA will typically be in place in-perpetuity unless something positive happens and a public announcement is made.
But as I said above, if you google for tegra you will find an obvious application that nviia is aiming at, loads of ig news announcements, CES presentations form last year, partnerships with customers. There is a very big market that Nvidia wants to take a hefty piece of.
 
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D.P. said:
You are pretty wrong there, but I can't divulge any details. Just google what the Tegra chips are being used for, the deals being made and the contracts already awarded.
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I did my research and as far as I can see what’s left is not enough to turn Tegra into profit. The Automotive market has been pretty much taken up. An estimated 80% to 90% of the Automotive ADAS market has already sighed up with none Tegra solutions going forward. Tegra has been 100% pushed out the smartphone and smaller market. I cannot find any IoT solutions that are interested in using Tegra.

Tegra has almost vanished from the tablet market. All the major key over-the-top (OTT) TV platforms have gone for none Tegra solutions including smart TV’s from LG.

After a lot of research I am struggling to find reasons why anyone would pick Tegra over competitor solutions. More so when you are designing products now for sale in 2 to 3 years’ time. What NVidia is offering now for 2 to 3 year times is very far behind what competitors are offering. Tegra doesn't appear to be able to compete in power savings, speed, size, graphical quality, GPU compaute or time to market. Why would anyone want to use it? Who is left with high enough volumes to turn Tegra into profit? What have I missed?

Surly any company doing research would avoid Tegra and pick one of the alternate better solutions. Just which market have I missed that Tegra can do well in?

EDIT: “There is a very big market that Nvidia wants to take a hefty piece of. “
The only 2 markets I can think of one is IoT and the one I assume you are talking about is the Automotive ADAS and/or the transformation happening in Dashboards which Nvidia wants to take a hefty piece of both but has already lost that race looking at the deals being signed. Most company's looking at Tegra found it to be is very far behind what competitors are offering for Automotive ADAS . Last time I looked at ADAS an estimate less then 10% was left for NVidia to try and grab. As for dashboards I estimate there is less then 20% left for NVidia to try and grab. Not enough to turn Tegra into profit.


“No, my employer is hoping to setup some meetings at CES including with Nvidia and some of their Tegra partners (downstream). Beyond that I can't say, NDAs and that.“
If they are after, GPU compute, power savings, bandwidth or graphic quality they are setting up meetings in the wrong place. I can understand if you cannot give names out but can you explain what they are looking for any why they would look at Tegra?
 
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Your research is pretty flawed, Tegra is used by VW, Honda, BMW, Audi, Tesla and others, with market penetration doubling in the last 6 months and a much larger market forecast to grow for the next 20 years.
 
D.P. said:
Your research is pretty flawed, Tegra is used by VW, Honda, BMW, Audi, Tesla and others, with market penetration doubling in the last 6 months and a much larger market forecast to grow for the next 20 years.
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It sounds like your research missed a few things not that mine is flawed. Many of them have dropped Tegra going forward after it cheated or they only tested with Tegra then didn’t mass role it out. Yes market penetration has been doubling but that is due to legacy wins with Tegra using a competitor chip which have taken a while to filter though. Going forward Tegra volume is expected to plummet based on the wins and time delay we see. EDIT: (I don't mean plummet next year there is a time delay in the automotive market between wins and end user products).

Many of the Tegra ADAS wins had a hidden competitor chip on board that was doing the ADAS. I was under the impression NVidia removed that competitor chip from newer versions and promptly lost most of the deals but this will take a few years to filter though. So I still expect NVidia to have some small volume until the changes filter though over the years. Audi AG is one example it’s not really powered by Tegra the extra Mobileye chip on board is doing all the ADAS.

In the past year Mobileye has won 100% of bids they went for including 100% win rate on highly contested FCAM contracts. Last time I looked Mobileye has won 22 of the 24 OEM’s across over 252 models. It might have gone up since then to 23 of OEM and 270+ but that needs double checking. How is my research flawed? What wins do NVidia have since they removed Mobileye from Tegra?

As for the automotive dashboard I know one competitor that has won 60% of the market going forward but that doesn’t leave 40% left for NVidia as other competitors have won part of that.

EDIT: I have an investment in this so did more then a bit of light research. If I have made a mistake or missed something please correct me and if possible with evidence. Many end users don't seem to be aware of what's happening in the automotive market going forward, its very exciting from a technology point of view. Cars are going to have 10 to 20+ units per car between sensors, CPU/GPUcores, displays, wireless, vision and so on. Winning a contract for 5 million cars means at 20 units a car is 100,000,000 unit volume. Or 500,00,000 at 10 units a car. That's why NVidia and the others are fighting so hard over this.
 
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