They don't need to compete with any ipad, because people don't make the 'android / IOs' decision based on performance. For the most part if someone's buying a tablet they already know whether they want an iPad or an android tablet. When they decide to buy an Android tablet, then the performance comes into consideration.. so Qualcomm & Nvidia are only really competing with each other. Now, if lots of games came out that were multiplatform and ran noticeably better on the iPad AND consumers were aware that this was down to the GPU performance, we might start to see makers of android hardware up their game.