CEO Jen-Hsun Huang promises more design wins for Tegra 3 compared to Tegra 2 and with Kepler notebook graphics, it also promises record design wins.
Back in December Nvidia confirmed that it had 200 design wins for Sandy Bridge notebooks, so you can expect even more. You can read about it here
In the current fiscal quarter Q3 2012, Nvidia lost a 4 percent share compared to the last quarter as they lost Apple designs and Intel lost some market share in notebook CPU market to AMD’s Llano. At least this is what Nvidia claims. Again this is temporal, should also be visible slightly in the last quarter fiscal Q4 2012 as there is not much new that will happen.
Kepler graphics for notebooks will roughly coincide with the Ivy Bridge launch, so we are looking at the March / April timeframe and Jensen says Kepler should be more power aware and it will fit good in notebook platforms.
It looks like Nvidia is investing more in power efficiency than in big guns, as the desktop market has stayed flat for the last eight quarters and it can only go downhill from there. Thanks to some cool games and slow speed of console upgrade cycle, desktop lovers will still have their own graphics.
Rene Haas, Nvidia’s notebook business general manager promised us external graphics and in last face to face conversation he mention thunderbolt interconnection, but this new graphics segment is expected probably in 2012 after Ivy Bridge introduction.
Things should be good for Nvidia, but we are not so sure that you can put a decent discrete GPU in ultrabooks, so if this platform hits off, Nvidia might find itself in trouble. So far, Nvidia has nothing to worry about, as Intel managed to sell only a few hundred thousands of its overhyped, ultrathin MacBook Air copies.