NVIDIA CEO Jen-Hsun Huang told reporters that he expects a great future for high-end ARM-based mobile devices. Huang anticipates his company's mobile-chip business (Tegra) will grow tenfold to $20 billion by 2015, while the graphics processor business is expected to grow 75 percent, to $7 billion in the same time frame.
Over the past few years, Nvidia has exited the computer chipset business and moved into the faster-growing mobile-processor business with its Tegra chips, found in devices such as Samsung Electronics' Galaxy S II phones. Huang said that in the smartphone and tablet businesses, Nvidia and Qualcomm are the only real serious providers of chips to consumer electronics equipment manufacturers.
"We're the only person actively on the dance floor with Qualcomm," he said.
There is an addressable market of 100 million devices that need mobile processors this year, a figure that could balloon to 1 billion, he said. The growth is expected to be driven by more mass-market smartphones, computers running on more efficient ARM processors, and the proliferation of energy-efficient ultrathin notebooks.