Yeah that goes back to the 3 SOC wins AMD announced. At the time they specified 2 were for game consoles and 1 was beyond gaming. Somehow that keeps popping up as Nintendo guaranteed
I hate that Twitter won't let me copy images...and I'm on mobile, but here's the relevant transcript from the earnings call:
https://twitter.com/legendoflex/status/763977430214201345
For those of you wondering what exactly was asked and what the response was.
Seeking Alpha's transcript: http://seekingalpha.com/article/399...uang-q2-2017-results-earnings-call-transcript
Fairly sure they're doing it for the attention to grow their own social media presence (youtube and whatnot). It's easy to just keep repeating non-sense day after day. People posting about them here over and over is only something that helps them. After all is said and done they can just go "Oh, whoops! Guess I was wrong hehe." and then move on to the next thing that gives them attention.The fun part is that SMD and player essence said that Nintendo has to be one of those SOC wins. Then AMD announced that Scorpio is one of the wins (Neo has to be the second x86, even SMD says that) so only the ARM one "beyond gaming" last.
When confronted to that they say : AMD has a lot of other SOC wins, they want to quit that accounting game. Except that is jumping to conclusions because I listened the conference call where Lisa Su say they have more wins, the answer and response are clearly not towards gaming.
I hate that Twitter won't let me copy images...and I'm on mobile, but here's the relevant transcript from the earnings call:
https://twitter.com/legendoflex/status/763977430214201345
For those of you wondering what exactly was asked and what the response was.
Seeking Alpha's transcript: http://seekingalpha.com/article/399...uang-q2-2017-results-earnings-call-transcript
Another gain by Nvidia in the case of a Tegra-based NX is that almost surely developers will tackle seriously gaming software development for their mobile solution which is something that until now eluded them with the Shield devices (in fact the games that pushed Tegra X1 were all ports of existing games funded by Nvidia itself).Nvidia is not desperate for a console market. Tegra however, does need an actual customer if the business unit is to continue its existence in any meaningful way. The unit had a 239 million USD loss in YE Jan. 2016, and a 254 million USD loss in YE Jan. 2015, and a 268 million USD loss in YE Jan. 2014 against a 40 million USD income in YE Jan. 2013. (p. 88 AR15 - consolidated financials and p. 89 AR16) .
Is that a disaster - probably not, Nvidia as a whole is making good money on enthusiast 3d and computing power for large supercomputers.
On the other hand, looking at Nvidia's business long term - they are not in an enviable position (it's worse for AMD but that doesn't help Nvidia much). The PC market for 3d graphics is contracting. Luckily Nvidia has found ways to squeeze more money out of it.
However, for a sustainable and healthy long to very long term business Nvidia would really like a somewhat more diversified revenue stream. And that's where Tegra comes into play. It allows them to leverage similar technology in a different segment.
And sure, the Tegra unit have some automotive costumers. And sure, they are somewhat of a player in self-driving cars. Guess what, the latter is currently a small experimental segment and the industry as a whole (automotive) is known for slim margins - a fact noted by Nvidia in AR15 themselves.
Would Nvidia be giving everything to Nintendo for free? Nope. Would Nvidia be willing to live on slim margins for a single project in order to get some value out of a relationship they by how have spent more than 5 years on, and which will furthermore serve as a useful example that they can deliver good semi-custom in high unit numbers? You bet they will.
They want to have an example like that to shop around for other businesses. Currently, none of their large scale semi-custom examples (both in the console business) are recent, or even examples that make Nvidia look good.
In the end, does this mean Nvidia is doomed? No. Does it mean that Tegra is useless? No. It means that if the Tegra unit doesn't change what it have been doing Nvidia might simply cut down on internal funding and channel those to some other alternative ventures with better long term outlooks.
Finally, on the whole question of if the deal is good or bad for Nvidia. Nvidia has a few good options here. They have a very large internal software stack that they could leverage as a way to entice Nintendo. eg. you buy Tegra we throw in compilers, debug suite, specialised analysis tools and some help communicating with the big engine makers. That costs Nvidia little, Nintendo gains a lot. How it affects the deal depends on how you look at the value of the service.
In short:
Nvidia doomed? No!
Tegra is doomed? not yet!
Nvidia give Nintendo money for this deal? Probably not
Nvidia is getting Geforce money out of this deal? I doubt it.
Nvidia is getting a working somewhat succesful semi-custom deal to show other potential costumers? Probably
So RMC asked a question and they start talking about cars??? LmaoHere:
So RMC asked a question and they start talking about cars??? Lmao
So RMC asked a question and they start talking about cars??? Lmao
I don't know why somebody expected a different answer from Jen-Hsun. Perhaps something along the lines of:
'Well, aside from this one mobile console win we can't even mention, it's been all automotive and that ultra successful Jetson devkit that got us into two chromebooks'.
Whats hot chips? Flamin Hots?I was too slow again, I was going to mention that we knew this was the most likely circumstance that was going to happen.
Nothing was going to be confirmed and there is no conclusive evidence.
So next, we wait for Hot Chips! or, Nintendo announcing NX reveal or, a new leak to appear.
Whats hot chips? Flamin Hots?
Details about a chip called "Tegra-next" will be shared next month at the Hot Chips conference in Cupertino. Tegra-next will succeed the Tegra X1 chip, which was announced in early 2015.
Please join us at the Flint Center for the Performing Arts, Cupertino, California, Sunday-Tuesday, August 21-23.
The question was specifically asking about other than infotainment in automotive so that's why he talked about other points in the automotive industry. And yeah he's not going to out a product that's unannounced especially with Nintendo being quite secretive about such things. It could basically ruin the whole partnership.I don't know why somebody expected a different answer from Jen-Hsun. Perhaps something along the lines of:
'Well, aside from this one mobile console win we can't even mention, it's been all automotive and that ultra successful Jetson devkit that got us into two chromebooks'.
The question was specifically asking about other than infotainment in automotive so that's why he talked about other points in the automotive industry. And yeah he's not going to out a product that's unannounced especially with Nintendo being quite secretive about such things. It could basically ruin the whole partnership.
The question was specifically asking about other than infotainment in automotive so that's why he talked about other points in the automotive industry. And yeah he's not going to out a product that's unannounced especially with Nintendo being quite secretive about such things. It could basically ruin the whole partnership.
With the recent news that Nvidia will not be releasing an updated Shield tablet, I have to wonder if this was due to a potential Nintendo-Nvidia partnership.
If Eurogamer is correct, the NX is a handheld that can output to a TV. The old Shield tablet had a 'Console mode' that allowed it to connect to a TV and play games there with a controller.
A new Shield tablet might have been stepping on the NX's toes here, and thus Nintendo may have stipulated that it shouldn't be brought to market to compete with NX.
All speculation of course!
fwiw i think this thing will be an nvidia shield, basically.
I'm still dreading how how Virtual Console is going to work on NX, particularly for people who bought games on Wii and re-bought them on Wii U and 3DS. I don't think I can re-buy all of those games again. Even with upgrades.
Hopefully they don't look like shit, though. If it's using an ARM processor, it means it should be based off the 3DS VC.
You're gonna buy them all again, Broly. One last time. Since it's gonna be Nintendo's first cloud based console and handheld.
Nvidia's Tegra Presentation is at 3pm on August 22nd
How would anyone know?But if Nvidia is really involved somehow in the Nintendo NX will they annouce this at the Nvidia Tegra Presentation? And if they doesen't announce something, are the Eurogamer roumors false?
How would anyone know?
Doubtful for a simple reason:I don't know Maybe normaly companys like Nvidia would announce something like this at those presentations if they are working together with a big company like Nintendo, and if not than this would be a sign that they are probably not involved in the Nintendo NX
So, there's a thread about the 2016 model of the Nvidia Shield being cancelled
Doubtful for a simple reason:
Even if NVIDIA is involved, Nintendo has not historically emphasized the internal tech powering their hardware. Instead they focus on how whatever new tech they're peddling will help create new gameplay experiences.
So whether NVIDIA is making the SoC or not, Nintendo won't let themselves be shown up by another hardware vendor with no context (i.e. games) to justify the hardware. They'll reveal NX on their own terms, and the CPU/GPU will be a footnote on a specs sheet.
Doubtful for a simple reason:
Even if NVIDIA is involved, Nintendo has not historically emphasized the internal tech powering their hardware. Instead they focus on how whatever new tech they're peddling will help create new gameplay experiences.
So whether NVIDIA is making the SoC or not, Nintendo won't let themselves be shown up by another hardware vendor with no context (i.e. games) to justify the hardware. They'll reveal NX on their own terms, and the CPU/GPU will be a footnote on a specs sheet.
fwiw i think this thing will be an nvidia shield, basically.
So, there's a thread about the 2016 model of the Nvidia Shield being cancelled
Yes that.I think he was trying to say that the Eurogamer report isn't based on the SA story.
Tech giant Samsung Electronics Co Ltd won a contract manufacturing order to make new graphics processing unit (GPU) products for U.S.-based Nvidia Corp, South Korea's Chosun Biz newspaper reported on Friday, citing unnamed sources.
The paper said Samsung would start making the next-generation GPUs using its 14-nanometre production technology before year-end, based on the U.S. company's Pascal architecture. It did not specify the value of the order.
This might be for volta. Afaik pascal is 16nm?Samsung Elec gets order for Nvidia's next-gen GPUs: http://www.reuters.com/article/us-samsung-elec-nvidia-idUSKCN10N0L0
Could this be for the NX?
This might be for volta. Afaik pascal is 16nm?
Pardon my ignorance, but does Samsung have a history of producing chips from a second party like Nvidia to be used in third party products like the NX? If so, does the production timing for these chips work out for them to be included in the NX for a 1st quarter release in 2017?Samsung Elec gets order for Nvidia's next-gen GPUs: http://www.reuters.com/article/us-samsung-elec-nvidia-idUSKCN10N0L0
Could this be for the NX?
Pardon my ignorance, but does Samsung have a history of producing chips from a second party like Nvidia to be used in third party products like the NX? If so, does the production timing for these chips work out for them to be included in the NX for a 1st quarter release in 2017?
They make processors for Apple devices.
Pardon my ignorance, but does Samsung have a history of producing chips from a second party like Nvidia to be used in third party products like the NX? If so, does the production timing for these chips work out for them to be included in the NX for a 1st quarter release in 2017?
Samsung Elec gets order for Nvidia's next-gen GPUs: http://www.reuters.com/article/us-samsung-elec-nvidia-idUSKCN10N0L0
Could this be for the NX?
Samsung Electronics to strengthen Japan's game equipment manufacturers, the cooperation of the Nintendo. Samsung also benchmarking the creative management of the Nintendo became the first place in the world game machine market of the change in thinking.
Lee Kun-hee (Lee Kun-hee) former chairman of the eldest son, Lee Jae-yong (Lee Jae Yong) managing director is 15 days, Samsung Electronics parts department of RiJuname (Lee Yun'u) along with the vice-president, met with Nintendo's Satoru Iwata president, strengthen cooperation We talked about policy.
The Samsung's successor to become Lee managing director and Samsung Electronics top management visited the Nintendo, in addition to that Nintendo is a major customer of Samsung Electronics, Nintendo, which dominated the game console industry in the "reverse idea" management, because Samsung has been determined to be most compatible with the creative management model to pursue. Nintendo NAND flash to production is Samsung Electronics, such as graphic DDR3, but major suppliers to purchase a memory semiconductor products. Nintendo is not good for your health a non-educational, a game machine, which has been recognized that young people do, enjoy the lead family in brain development, have been evaluated and was changed to life information equipment also lead to health company.
You have to wonder who Nintendo will announce as a manufacturer of NX GPU chips then. Hopefully this will be answered in September.It wouldn't be done like this. Nvidia would provide the design but Nintendo would handle production (in that they would hand it off to someone else). They wouldn't buy the actual final chips off nvidia.
14nm FinFET isn't much different from 16nm: https://www.quora.com/Why-does-NVID...Pascal-GPUs-even-though-AMD-already-uses-14nm
The article says it's Pascal.
Besides, Volta is already planned for 16nm FinFET at TSMC: http://www.fudzilla.com/news/graphics/41122-nvidia-volta-is-16nm-finfet
I can tell you who Nintendo will probably announce as the manufacturer: no oneYou have to wonder who Nintendo will announce as a manufacturer of NX GPU chips then. Hopefully this will be answered in September.
Samsung Elec gets order for Nvidia's next-gen GPUs: http://www.reuters.com/article/us-samsung-elec-nvidia-idUSKCN10N0L0
Could this be for the NX?
The fun part is that SMD and player essence said that Nintendo has to be one of those SOC wins. Then AMD announced that Scorpio is one of the wins (Neo has to be the second x86, even SMD says that) so only the ARM one "beyond gaming" last.
When confronted to that they say : AMD has a lot of other SOC wins, they want to quit that accounting game. Except that is jumping to conclusions because I listened the conference call where Lisa Su say they have more wins, the answer and response are clearly not towards gaming.
Mark Lipacis - Jefferies LLC
Okay. Great. A follow-up, if I may. I was hoping that you could just help me with the accounting of the semi-custom design wins. If I remember properly, there was two that you expect in the back half of this year and then one, I thought it was the first half of next year. So Scorpio is one of those three? But that's next year. So that's the one for next year?
Lisa T. Su - President, CEO & Non-Independent Director
Yeah, let me help you out with the accounting. I know that we've had several different pieces of information on the semi-custom new design wins. So, what we've said is we'll have a total of three semi-custom new design wins that will account for about, let's call it $1.5 billion of revenue, approximately, over the next three to four years. We're starting the ramp of new business this coming quarter, this third quarter, and that will be one of the semi-custom design wins. Scorpio is also a design win, and that, as our customer has said, will be in 2017, and we'll give you more information about the third one as we have more visibility.
Mark Lipacis - Jefferies LLC
And do you have more design wins that you just haven't announced or mentioned timing of?
Lisa T. Su - President, CEO & Non-Independent Director
Well, we're trying to get out a little bit of the counting game, but I think, overall, we're pleased with the semi-custom pipeline. I think some of the questions that we've been asked are, do we believe we have design wins outside of game consoles, and the answer is yes. We have design wins outside of game consoles. I think we view the pipeline as good and it's a business model that works well with our high performance technology slant and our SoC capabilities.
True, the manufacturer has no bearing on what the design actually is. The more important thing to me anyway is what kind of design is it? Because usually, Nintendo isn't very forthcoming about what kind of GPU tech is in their systems and what it's capable of.I can tell you who Nintendo will probably announce as the manufacturer: no one
But realistically, it will be either TSMC or maybe Samsung. And it doesn't really matter much.
Samsung Elec gets order for Nvidia's next-gen GPUs: http://www.reuters.com/article/us-samsung-elec-nvidia-idUSKCN10N0L0
Could this be for the NX?
I can tell you who Nintendo will probably announce as the manufacturer: no one
But realistically, it will be either TSMC or maybe Samsung. And it doesn't really matter much.
Samsung is manufacturing the chip before the years end..
How much lead-in time is needed before they can have those ready for a console being released soon after? Seems awful late to me, but I admittedly don't know how fast manufacturing plants can turn this stuff out.