mayankleoboy1
Distinguished
JAYDEEJOHN :
Found this interesting:
I also asked Huang how investors should think about margins longer term, assuming a snap-back in Tegra revenue, given that Tegra brings lower gross margin than the company’s GPU parts such as “Kepler.”
“It will have an effect, but Tegra is not that much lower, it’s close to 50%” gross margin, Huang pointed out to me. “But as that takes off, we’d be very happy to have the volume” in Tegra sales, he added.
http://blogs.barrons.com/techtraderdaily/2013/05/10/nvda-bulls-raise-targets-on-second-half-product-cycle/?mod=BOLBlog
I also asked Huang how investors should think about margins longer term, assuming a snap-back in Tegra revenue, given that Tegra brings lower gross margin than the company’s GPU parts such as “Kepler.”
“It will have an effect, but Tegra is not that much lower, it’s close to 50%” gross margin, Huang pointed out to me. “But as that takes off, we’d be very happy to have the volume” in Tegra sales, he added.
http://blogs.barrons.com/techtraderdaily/2013/05/10/nvda-bulls-raise-targets-on-second-half-product-cycle/?mod=BOLBlog
If Nvidia cant accelerate Tegra lineup, it is doomed. Already the T4 is late, and no OEM worth his name is interested in using it. We only have HP and ZTE with a possible Tablet. And there are no Smartphone wins at all.
Despite the hype, Tegra is slowly failing, mostly due to delivering lesser than promised.