NVIDIA watched the tablet computer chip market cautiously
On Thursday, NVIDIA released beyond analysts' expectations in the third quarter earnings of the company, and the company's share price up 7% +. Although often high-profile attend each big famous global electronics show, including January every year in the United States at the Las Vegas international consumer electronics show (CES), but when the need to calm down thinking, you know HuangRenXun but the importance of clear your mind.
The development of weida Tegra series chip has become the focus of hot debate market products. The success of this chip for cargo has signed some products use the contract, but also miss the next Tuesday will include the amazon Kindle Fire on sales, part of the tablet PC tablet computer key product.
Therefore, when the company the third quarter earnings show Tegra chip sales than expected, HuangRenXun wording cleverly inhibited his excitement. In talking about upcoming sales of Tegra chips using part of the mobile phones and tablet computer products, he told analysts said: "we will be keeping a close watch on the product in the market on performance." The cargo is facing other chip maker from the new round of competition challenges, so the above product market performance of the company is very important.
In early 2011, the cargo is absolutely global chip market leader. MOTOROLA mobile launched the first private brand Xoom tablet computer had adopted the Tegra chip of the cargo, and in several other brands of smart mobile phones are also using the dragon chip. But as competition gradually increasing, other rivals but robbed should have the aura of the cargo belongs to.
JMP Securities analysts Securities company Alex-high (Alex Gauna) on Wednesday issued a report, he is very worried about competition will seriously affect the cargo of the chip business. For MOTOROLA mobile Xoom upgrade edition Xoom 2 and the hottest selling smartphone Droid Razr used another big chip manufacturers Texas Instruments (Texas Instruments) chip products.
High in the report, also noticed, samsung Galaxy S II has become the global market of one of the hottest selling smartphone, but this cell phone use is not the samsung has its own chip is qualcomm Snapdragon chips of the company, and not the English weida chip products.
Amazon's Kindle Fire use instrument chip decision seems to make the UK weida rather depressed. This type of up can be purchased for $199 tablet computer seems to be starting a new low flat boom.
In earnings conference held on Thursday, analysts told the cargo is research and development of a new generation of Tegra chip can have questioned the market competitiveness. Because once smartphone and tablet computer costs more DiJiaHua, these products must seek the price lower chip products.
However, this does not necessarily mean the wai tak will not miss the next win Kindle Fire such as this sensational product opportunities.
By the closing on Friday, British weida's share price at $14.98 a barrel, and the city is filled with lead (P/E Ratio) to 13.5, but is still less than analysts expected P/E Ratio of 20 level. This again reflects, the British weida did not defend their own lives of market share.