How do you see the netbook evolving? Are tablets just going to take over?
I think that the first generation of netbooks tapped into a growing market for what I call leisure computing. The netbook was first, but the tablet is the new generation of leisure computers. In the beginning people just used these devices to surf the web, and if the performance wasn’t great when they accessed video, or high-definition Flash, they were generally understanding. And the reason for that was because the netbook was inexpensive, it had really good battery life, and it was really liked.
Now the iPad is out, and pretty soon Tegra 2 tablets will be out, and you’ll see high-definition video an Flash, as well as people reading magazines and newspapers on a tablet. And consumers will no longer understand why the netbook can’t do it. Unless netbooks start becoming very good at these things, you’re going to have some trouble. We can fully expect notebooks to become super-accelerated, awesome devices that are still low-power and still very affordable.
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But by the time Tegra tablets hit the market won’t Apple’s head start be too great to overcome?
No way. We’re one million units into a multi-billion unit opportunity here. Here’s what I believe. In this era of leisure computing the person doesn’t write software, isn’t trying to design a car, isn’t trying to create a movie, isn’t trying to create a PowerPoint slide – just consuming content. And this device can come with either a keyboard, clamshell, i.e. a netbook, or it could come with touch, or it could be a combination of the two. It could be a detachable, wireless keyboard with touch. There are all kinds of interesting formats coming. So the separation between a tablet and a netbook is going to become quite vague.
How would you say your chip compares with Apple’s A4 processor?
Tegra is the world’s first dual-core processor with symmetric multi-processing, and what Nvidia’s most famous for, which is built in GPUs. So the dual-core allows it just to be much snappier. Just look at how dual-core Atom’s going to be much faster than a single-core Atom. And the second thing is because so much of the tablet experience is related to tablets, visual, the whole computer is just one big piece of display. So it’s a visual computer in its ultimate form. A fast GPU will just help you have a much snappier experience, just everything you do from magazines to videos to games.
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What’s your take on Intel’s Z6 Moorestown chip? Will they be competitive?
No. It’s not possible. You could give an elephant a diet but it’s still an elephant. And when they think about power they think reducing from 20 watts down to 5 watts down to 4 watts down to 2 watts is really good. But you and I both know that in a mobile phone you need to be in a hundred milliwatts, two hundred milliwatts. So they’re still ten times away. So that’s a big challenge for them. And meanwhile Tegra 2 is already much superior to Atom from a performance perspective. And so now we’re already dual-core, and then next year I assume Tegra 3 comes out, and then, you know, here we are increasing performance at a lightning rate and power is incredibly low, so I think it’s going to be tough for them.
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Given that you’re focused on Android, does that mean you’re not going to support other operating systems?
The first generation we were only doing for Windows Mobile. Since then we’ve added Android. I think the world will want webOS. I think it’s a fabulous operating system. And we’ll continue to do Windows Mobile. And we’re just larger in terms of resources than what we used to be. When we first started with Tegra 1 we only had two hundred people. Now we’ve got a thousand people on the Tegra team.
Can we expect a Tegra chip to be running the first Web OS tablet?
I can’t comment on that. But it sure would be an honor to work on webOS. It’s a great operating system. If you look at the first generation of webOS phones, the Palm Pre, the UI is just brilliant. It’s just too slow. So it needs a faster processor. Otherwise, it’s a great operating system.