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标题: 德州仪器承认：感受到了在平板电脑上来自 NVIDIA 的压力 [打印本页]

作者: Edison 时间: 2011-1-25 18:16
标题: 德州仪器承认：感受到了在平板电脑上来自 NVIDIA 的压力
http://news.cnet.com/8301-13924_3-20029421-64.html

Texas Instruments admitted during an earnings conference call today that Nvidia beat it to market with the first dual-core processor for tablets. This is surprising statement from a company that has been in the business of building power-efficient chips based on the ARM design for close to two decades.

ARM is the basic chip design being used by Apple, Nvidia, Samsung, Qualcomm, and Texas Instruments for tablets. TI licensed its first ARM design back in 1993 (PDF). Nvidia, by contrast, is an upstart in the ARM chip market, announcing its first ARM processor only in 2008.

Nvidia's dual-core Tegra 2 processor is most notably in Motorla's Xoom tablet, arguably the highest profile tablet since Apple's iPad was announced last year. The Xoom is expected to go on sale as early as next month. Texas Instruments' answer to the Tegra 2 is OMAP 4, TI's first dual-core ARM processor for tablets.
TI's dual-core chip is in RIM's PlayBook tablet. But Nvidia is in Motorola's highly-prized Xoom.

TI's dual-core chip is in RIM's PlayBook tablet. But Nvidia is in Motorola's highly-prized Xoom.
(Credit: RIM)

Here's the question that Uche Orji, an analyst at UBS Investment Bank, posed to TI executives Monday. "We've seen Nvidia Tegra 2 get very aggressive. We've heard comments about share gains within the tablet market. And that's been probably the one dual-core product from ARM that's shipping now in tablets that we know. So I just want to see now what makes you comfortable about OMAP 4 prospects in the light of all the competition we're seeing," he said.

In response, Ron Slaymaker, vice president, TI investor relations, acknowledged that Nvidia has emerged as the early leader. "Nvidia, to their credit, was the first out with a dual-core applications processor. I believe they had a couple of months, maybe a quarter lead on our OMAP 4 product," Slaymaker said.

He continued. "OMAP 4 began sampling fourth quarter a year ago. So we've had that product in customers' hands for over a year at this point. We're well along in development program. And again, them being first for customers that are trying to 【请注意文明用词】 with tablet programs right away, especially some that are based upon the Android operating system, they're the player, they were the first player out so there is a natural alignment there."

But all is not lost. TI is supplying the dual-core (OMAP 4) processor for RIM's upcoming PlayBook tablet. To be exact, that is an OMAP 4430 1GHz processor (see graphic above) with two ARM Cortex-A9 cores.

And Slaymaker referenced other tablet designs that will use OMAP 4. "We are in volume production now with OMAP 4. And we're not just in production to put those products in inventories. In fact, we're shipping to a customer that plans to ramp their tablet production based on OMAP 4. So again, we've acknowledged for a long time the tablet market, as is the smartphone market, will be a competitive market. But I think you're going to find that translates to great opportunity for TI across a variety of product areas," he said.

http://news.cnet.com/8301-13924_3-20029421-64.html

作者: SnakeLee 时间: 2011-1-25 18:21
好事，有压力就有动力

作者: 043265 时间: 2011-1-25 18:22
有压力就有动力啊。。~~~

作者: 餐具 时间: 2011-1-25 18:31
平板电脑还是认为以后会是INTEL的市场~~~~~~
主要是以往的规则来看，
硬件上工艺是最根本的决定力量，设计只是次要地位，
软件上，通用开放的标准，广泛的支持才会有前途~~~
这两点上，INTEL的优势是任何其他公司无法比拟的

作者: snowincloud 时间: 2011-1-25 18:40
不是说德仪的东西功能强大，但是编程序很困难么

作者: earcandy 时间: 2011-1-25 18:55
本帖最后由 earcandy 于 2011-1-25 18:58 编辑

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IBM已经和ARM联合开发14纳米制程了，Intel和微软当年也不过是IBM扶植起来放倒乔布斯的，
要不是苹果那个CEO先赶走乔布斯再把操作系统图形界面专利授权卖给微软，Wintel联盟神马都是浮云

作者: amdxp4800 时间: 2011-1-25 19:07
别表扬老黄他会骄傲的...

作者: 380 时间: 2011-1-25 19:30
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作者: 380 时间: 2011-1-25 19:45
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作者: gk104 时间: 2011-1-25 19:48
TI和高通干不过NV的

作者: Edison 时间: 2011-1-25 20:01
gk104 居然被楼上抢注了。

作者: 餐具 时间: 2011-1-25 20:20

earcandy 发表于 2011-1-25 18:55
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IBM已经和ARM联合开发14纳米制程了，Intel和微软当年也不过是IBM扶植起来放倒乔布斯的 ...

IBM早不行了吧~~~~
研发是一会事，难道能量产？INTEL早几年前就研发22nm了，至今未见量产

作者: earcandy 时间: 2011-1-25 20:29
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Intel的确拥有最强大的工厂，但是固定资产成本极高，除非它能永远占据市场绝对统治地位，否则市场一旦颓势，这些工厂就会成为巨大的包袱，这点AMD应该体会很深

作者: 餐具 时间: 2011-1-25 20:42

earcandy 发表于 2011-1-25 20:29
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Intel的确拥有最强大的工厂，但是固定资产成本极高，除非它能永远占据市场绝对统治地位， ...

恩，但INTEL的推广手段~~~~IT界里，没哪家公司能比得过~~~~~~~哪怕东西再差，INTEL也卖的出去，推广的开来~~~~~~~~

作者: 东写西读 时间: 2011-1-25 20:45
比如ATOM

作者: gzpony 时间: 2011-1-25 20:52

earcandy 发表于 2011-1-25 20:29
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Intel的确拥有最强大的工厂，但是固定资产成本极高，除非它能永远占据市场绝对统治地位， ...

同感，赞成。工厂在销售未如计划般理想的时候会是大包袱

作者: xreal 时间: 2011-1-25 21:09

老黄四面出击。。。

作者: zxl7288436 时间: 2011-1-25 22:29
INTEL至今为止还没有在非X86的行业中取胜过

我十分期待看到某天INTEL倒闭的消息

作者: D65 时间: 2011-1-25 23:00
本帖最后由 D65 于 2011-1-25 23:01 编辑

zxl7288436 发表于 2011-1-25 22:29
INTEL至今为止还没有在非X86的行业中取胜过
我十分期待看到某天INTEL倒闭的消息

我更关心到底谁来扶起半导体工业的明天。10纳米之后怎么办？5纳米之后怎么办？
目前来看，还没有任何真正的眉目，都还只是在混。研发上并没有真正的成果。

石油都还可以撑个一百年呢，虽然到时候很贵。但半导体难道真的要枯萎了？

作者: gzpony 时间: 2011-1-25 23:06

D65 发表于 2011-1-25 23:00
我更关心到底谁来扶起半导体工业的明天。10纳米之后怎么办？5纳米之后怎么办？
目前来看，还没有任何真 ...

想太远了。何况就算制程不升级，也不会就变成半导体行业枯萎，无非就是产品原地踏步而已。

另外我不相信intel会倒下，只是以后没之前那么风光和呼风唤雨了。

作者: 骨刺 时间: 2011-1-25 23:22
本帖最后由骨刺于 2011-1-25 23:22 编辑

NV其实快点吃掉ARM才是王道现在花费肯定比ARM养肥了之后少

作者: zxl7288436 时间: 2011-1-25 23:52

骨刺发表于 2011-1-25 23:22
NV其实快点吃掉ARM才是王道现在花费肯定比ARM养肥了之后少

他倒是想吃，可惜咽不下去

NV目前的局面依然不算乐观，虽然有诸多利好消息但目前还依然只是消息而不是现金
平板这玩意到底有多大市场都还不好说，显卡行业随着集显的发展长期来看必然是衰退
掌上设备电池不利导致无法提升性能
其实我觉得如果WIN8支持ARM的话INTEL或许会开放X86授权也不一定啊

作者: lacri 时间: 2011-1-26 00:47
生态圈一旦形成，外部的厂商就很难进入了吧。目前智能手机和平板机已经形成IOS+ARM和ANDROID+ARM的生态圈，intel的cpu想进入，很不容易。

作者: 380 时间: 2011-1-26 09:04
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