According to foreign media reports, Intel and NVIDIA have their own strengths in mobile chip technology, and at the same time have weaknesses. It is not easy to challenge Qualcomm's hegemony in the mobile chip market by its own efforts. If the two companies can unite and combine the technical advantages of the two companies, the possibility of successfully challenging Qualcomm is much greater.
This year, Qualcomm still dominates the mobile chip market.
At present, Qualcomm's graphics processing capabilities are far ahead, and Intel is unlikely to catch up with Qualcomm in the short term.
To beat Qualcomm, Intel and Qualcomm need to unite to design chips with ultra-high data processing and graphics capabilities. Being good at data processing chips and not good at graphics processing chips is an important reason that hinders Intel from challenging Qualcomm in the smartphone and tablet market.
The most popular type of application for the current major mobile app stores is the game. However, the game has high requirements for the graphics processing capabilities of the device. 4K display technology will further drive the demand for high-end graphics solutions.
The reason why major mobile device manufacturers such as Samsung, Nokia, HTC and Sony did not adopt Intel's technology is that Intel's chips lack the graphics processing power needed to run advanced applications. On the other hand, Intel's modem technology is not as good as Qualcomm, because Qualcomm's latest generation Gobi modem has many features that Intel products do not have.
According to data from the technology blog site Phone Arena, Intel’s share of the mobile chip market is 8%, Qualcomm is 64%, and MediaTek is 12%. Clearly, Intel needs to strive to make its chips used in more designs.
Intel is not good at graphics chips, and Nvidia is not good at CPU chips. This is a fact. Like Intel, Nvidia excels at certain parts of the mobile chip, while others are its weaknesses. Although NVIDIA developed the attractive mobile graphics solution, the Tegra K1, it did not solve the modem and CPU design problems well.
The new generation of Snapdragon 810 chips will continue Qualcomm's dominant position in the mobile chip market. The graphics processing capability of Qualcomm chips has also been greatly improved, but its weakness is the manufacturing process. The reason for this problem is that TSMC's 16nm manufacturing process is slow. The delivery time of the Snapdragon 810 chip is the second half of this year or early next year.
NVIDIA's graphics processing technology or more advanced
Qualcomm Adreno 430 is the most direct competitor of NVIDIA. I believe that NVIDIA has developed a better graphics processing solution Tegra K1. Although the Tegra K1 sounds fascinating, NVIDIA's CPU/modem technology is still mediocre and relies too heavily on chip foundries who cannot turn to the 16nm process in time.
in conclusion
If NVIDIA and Intel collaborate, they may integrate Kepler and Broadwell in the 14nm process to create chips that are leading in graphics processing and CPU. However, the two companies need to share the resulting profits. The benefit of the cooperation is that the mobile chip shipments of the two companies will increase significantly.
The cooperation between Intel and Nvidia will make shareholders of the two companies no longer worried about whether they will develop a viable mobile strategy, and will make the mobile industry chain more similar to the current PC industry chain.
If the two companies do not cooperate, Nvidia will continue to be "absent" in the mobile chip market, and Intel's time to catch up with Qualcomm in graphics processing technology will be delayed for several years.
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