Investment analyst sees big gains for NVIDIA Tegra 3 in 2012

NVIDIA’s Tegra 2 chipset showed up in many early dual-core smartphones in 2011, and were the SoC of choice for the Android tablet market for almost the entire year. Yet the Tegra 2 was largely abandoned in smartphones by the end of the year, as dual-core chips from Texas Instruments and Samsung dominated later smartphone releases. And NVIDIA’s standing in the Android tablet market didn’t help it as much as anticipated, as Honeycomb tablets failed to gain significant traction, and the bestselling non-iPad tablet – the Amazon Kindle Fire – chose TI’s OMAP CPU over Tegra 2.
With Intel getting its first mobile chips ready to ship, has NVIDIA’s star fallen already? Not true, says FBR Capital anal... »read more

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