最新的信息: Apple loses tablet market share; Android finds it: Apple may be the new smartphone leader, but Android is finally starting to put a dent in iPad's tablet dominance. Apple's share of the tablet market fell to 61 percent in the second quarter of this year, from 94 percent last year, while Android grew from just 2.9 percent to 30 percent in the same time period, Strategy Analytics Inc. reports. Microsoft was the next closest with 5 percent market share, beating out Research In Motion Ltd. (RIM) (Nasdaq: RIMM; Toronto: RIM)'s PlayBook. (See Where Are the LTE Tablets?)
理论上,现在的android tablet应该都是Tegra,因为android 3.0是为tablet os,以 tegra做ref design,3.0 is the init version, 3.1 is to fix bugs. 3.2 and beyond will be on other chipset. 现在其他的android tablet,现卖的都是用android 2.x,andorid 3.0要等9月, andorid 3.2出来之后, google把code放出来
market
【在 b******r 的大作中提到】 : 最新的信息: : Apple loses tablet market share; Android finds it: Apple may be the new : smartphone leader, but Android is finally starting to put a dent in iPad's : tablet dominance. Apple's share of the tablet market fell to 61 percent in : the second quarter of this year, from 94 percent last year, while Android : grew from just 2.9 percent to 30 percent in the same time period, Strategy : Analytics Inc. reports. Microsoft was the next closest with 5 percent market : share, beating out Research In Motion Ltd. (RIM) (Nasdaq: RIMM; Toronto: : RIM)'s PlayBook. (See Where Are the LTE Tablets?)
【在 b******r 的大作中提到】 : 最新的信息: : Apple loses tablet market share; Android finds it: Apple may be the new : smartphone leader, but Android is finally starting to put a dent in iPad's : tablet dominance. Apple's share of the tablet market fell to 61 percent in : the second quarter of this year, from 94 percent last year, while Android : grew from just 2.9 percent to 30 percent in the same time period, Strategy : Analytics Inc. reports. Microsoft was the next closest with 5 percent market : share, beating out Research In Motion Ltd. (RIM) (Nasdaq: RIMM; Toronto: : RIM)'s PlayBook. (See Where Are the LTE Tablets?)
In Q2 11, 4.6 million android tablets shipped. Don't know how many use Tegra 2. And Tegra 2's price to OEM is around $20.
s*o
23 楼
The quarterly revenue of NVidia is a little less than one billion. Even if all the 4.6 million android tablets use Tegra 2, the total revenue is only around 0.1 billion. Apparently, only part of them use NVidia chips. Based on those numbers, I'd say NVidia stock price will go down further in midterm.
b*r
24 楼
It's all about hype and top line growth, not about actual trailing numbers. Just think about what drove NVDA from $14 to $26 last time?
f*k
25 楼
I bought NVDA @ 17.5 before the Q1 ER, should I buy in more now to cover the loss?