Texas Instruments admitted yesterday that they're feeling a lot of pressure from NVIDIA's Tegra in the high-end mobile chip market:
Here's the question that Uche Orji, an analyst at UBS Investment Bank, posed to TI executives Monday. "We've seen Nvidia Tegra 2 get very aggressive. We've heard comments about share gains within the tablet market. And that's been probably the one dual-core product from ARM that's shipping now in tablets that we know. So I just want to see now what makes you comfortable about OMAP 4 prospects in the light of all the competition we're seeing," he said.
In response, Ron Slaymaker, vice president, TI investor relations, acknowledged that Nvidia has emerged as the early leader. "Nvidia, to their credit, was the first out with a dual-core applications processor. I believe they had a couple of months, maybe a quarter lead on our OMAP 4 product," Slaymaker said.