英偉達:安卓平板有戲
????像全球其它芯片制造商一樣,英偉達(Nvidia)公司也把賭注壓在了移動業務上。本周早些時候,在拉斯維加斯舉辦的消費電子產品展(CES)上,英偉達公司展出了多款安裝了Tegra 3四核處理器的安卓平板,其中包括華碩公司(Asus)一款只賣250美元的觸屏平板。不過到目前為止,安卓平板大軍仍然無法撼動iPad在平板電腦市場上的壟斷地位。我們采訪了英偉達公司的共同創始人兼CEO黃仁勛,看看英偉達的平板電腦大計及其競爭策略。 ????《財富》:到目前為止,安卓平板仍然令人失望,你認為這種情況會改變嗎? ????黃仁勛:局面肯定會改觀。市場上有各種各樣的消費者,他們也有著不同的需求,一種型號不可能滿足所有人的要求。安卓平板頭兩年的表現不盡如人意。首先是因為安卓有兩個獨立的平臺,一個是手機版“老安卓”,還有一個平板安卓系統。但隨著谷歌(Google)推出了最新的“冰淇淋三明治”系統,安卓又成了一個統一的平臺。其次,安卓平板起初的價格太高了。蘋果的iPad為平板電腦設置了一個價格上限,因此安卓廠商都在跌跌撞撞地尋找自己的價格點。不過現在市場已經找到了正確的價格點。 ????你們最大的競爭對手是誰? ????擺在我們面前的頭號威脅是,我們最終需要讓消費者相信,市場對這些視覺效果飽滿的設備是有需求的。我們喜歡生產高分辨率的數碼設備,而且市場需求也自然而然地朝著視覺效果越來越飽滿的方向發展。我們的主要對手是英特爾(Intel)和高通(Qualcomm)。 ????你們和競爭對手的區別在哪里? ????我們是這三家公司中最年輕的。英特爾是做電腦起家的,高通的強項在于數據連通業務,而我們的賣點是GPU(圖形處理器)。如果你的數碼設備主要用來運行應用程序或用于企業用途,那么英特爾在這方面相當具有優勢。如果你的數碼設備主要用于通訊,那么高通在這方面具有優勢。不過,如果你看重的是視覺體驗,比如游戲設備,那么我們比其他兩家公司更具有優勢。我們三家公司都具有調制解調器技術,我們也都有CPU,但我們的強項是GPU。我們各有各的核心優勢。我們就好比三家餐廳,各有各的招牌菜。 ????在除GPU之外的其它領域里,你們是否有一些弱項需要加強? ????我們直接忽略這些弱項。如果你是開中餐館的,你就沒必要去做意大利面,這就是我們的生存之道。平板電腦是一項非常龐大的業務,而且商機還在猛增。在消費電子展的展廳里走一走,你會發現越來越多纖薄漂亮的顯示設備。這些才是我們的機會,我們的機會在于提高顯示設備的分辨率。 ????你認為消費者會在乎平板電腦里安裝的是Tegra 3處理器還是英特爾芯片嗎? ????沒錯,這一點十分重要。比如走進一家賣蘋果設備的商店,由于你相信蘋果公司已經為你選擇好了一系列正確的電子元件,因此你會對它很有信心。這跟你到一家信任的餐廳去吃飯是一回事。但安卓市場上有很多個品牌,而你又對這些設備一無所知。所以如果這些設備有一個統一的元件的話也是件好事。另外平板電腦的體驗主要取決于操作系統和處理器。這也是為什么我們所有的OEM廠商都會自豪地說“這款平板搭載了英偉達的Tegra處理器”。 ????譯者:樸成奎 |
????Like every other chipmaker on the planet, Nvidia (NVDA) is making a big bet on mobile. Earlier this week at the Consumer Electronics Show in Las Vegas, the company unveiled a slew of new Android tablets powered by its Tegra 3 chip, a new quad-core processor. The lineup includes an Asus touchscreen tablet that will sell for just $250. But so far, Android tablets have failed to wow the market, which is still dominated by Apple's (AAPL) iPad. We sat down with the company's co-founder and CEO, Jen-Hsun Huang, to find out how Nvidia plans to take on tablets (and its rivals). ????Fortune: So far, Android tablets have been a disappointment. Do you think that could change? ????Huang: It will surely get better. There are too many different types of people with different needs, and one size doesn't fit all. The first couple of years Android tablets got off to a clumsy start. First, Android was splintered into two major platforms -- there was the old Android and the tablet Android. But now the whole thing has been united under Ice Cream Sandwich [the latest version of Google's (GOOG) operating system] which unifies Android into one single platform. Second, the devices came out too expensive. Apple set a price ceiling and everybody stumbled and searched for the right price point. Now the market has discovered the right price point. ????Who's your biggest competitor? ????Our number one threat is ultimately getting customers to believe that there's market demand for building these visually rich devices. We love to build digital devices with a lot of pixels and demand is naturally going towards richer and richer displays. We compete against Intel (INTC) and Qualcomm (QCOM) in the fringes. Those are our major competitors. ????How are you different from your competitors? ????Of the the three companies we're the youngest. Intel started as a computer company, Qualcomm came in through connectivity, and our expertise is GPUs [graphics processing units]. And so if your digital device is just about running apps and enterprise computing is what you're trying to do then of course Intel has a really strong position. If your digital device is about communication then of course Qualcomm has a strong position. But if it's about a visual experience like a gaming device, we tend to have a much stronger position. So the three of us all have modem technologies and we all have CPUs, but we're strongest in GPUs. We all have our core strengths. It's like we're all restaurants but we all focus on a slightly different style. ????Do you need to address any of your weaknesses in those other areas? ????We just ignore it. If you're a Chinese restaurant you don't go chasing after doing some spaghetti on the side. This is what we do for a living. It's a large business and the opportunities are exploding. Just walk around the [CES] floor and you'll see more and more thin and beautiful displays. Those are our opportunities. Driving pixels is our opportunity. ????Do consumers care whether they have a Tegra 3 processor or an Intel chip inside a tablet? ????Yes, this is so important. If you walk into a store and there's an Apple device you trust that that company has made the right choices for you about the electronics and the chips inside that device. It's the same thing when you go to a restaurant that you trust. But in the Android world there are so many brands and you just don't know anything about these devices. So it's nice when there's a unifying ingredient. And the experience of these tablets depends on the operating system and the processor, it defines the experience. That's why you look at all our OEMs they all say 'this has a Tegra processor.' |