Nvidia: For Smartbooks, Windows CE Beats Android
Despite the hype surrounding Google Inc.'s Android operating system, Nvidia Inc. sees more immediate promise in Microsoft Corp.'s Windows CE for ARM-based netbooks.
Mike Rayfield, general manager for Nvidia's mobile business unit, said Nvidia preferred Microsoft's Windows CE over Android because of CE's maturity. He said Android currently has a rough user interface.
Rayfield also plugged Nvidia CEO Jen-Hsun Huang's prediction yesterday that Tegra, Nvidia's System-on-Chip (SoC) for ARM hardware, could account for half of Nvidia's revenue within a few years, while also reaping higher profit margins than Nvidia's current products.
"Microsoft hasn't confirmed that ... so until they comment, I can't," he said.
For smartbooks, Nvidia is working with Microsoft to optimize Windows CE when it runs on Tegra. The counterpart to Nvidia's Ion platform for Intel Atom-based netbooks, Tegra bundles an ARM CPU (the 750 MHz ARM 11) with specialized chips designed by Nvidia for graphics, HD video encoding and decoding, stereo sound and more.
That will allow Windows CE devices to offload much of the heavy multimedia work onto Tegra, resulting in better performance, 1080p video, and low power usage. Nvidia claims that Tegra smartbooks should allow users to listen to music for 25 days or watch HD video for 10 hours, versus 5 hours and 3 hours, respectively, for an Intel Atom netbook.
Nvidia chose to work with Windows CE first, said Rayfield, because it "is a rock-solid operating system that has been shipped billions of times."
Windows CE also has a "low memory footprint and a good collection of apps," Rayfield said.
He said Nvidia is also improving Tegra for use on Windows Mobile, a close variant of Windows CE, for ARM-based smartphones.
Nvidia is working with Google to accelerate Android, which is based on Linux, when running on Tegra hardware. But it will be about a year before that delivers for smartbooks, due to existing limitations in Android, he said.
For instance, Android screen icons that fit on smartphone screens (usually 4-inches and under) are oversized on a smartbook's 8- or 9-inch screen, he said.
Also, all video and graphics rendering in Android is done today by the operating system's Java code, a technique he says is too slow for HD video.
"There's no hardware acceleration. It's all software," Rayfield said. "Everyone's talking about Android for cell phones, but the reality doesn't exist for the larger displays [of a smartbook.]"
A Google spokeswoman declined to respond to Rayfield's comments about Android.
Rayfield's comments echo those about Android by others in the emerging smartbook space. Kerry McGuire, director of strategic alliances at ARM, told Computerworld recently, "I do think that there is more work that can and will be done to bring the things we love about Android into form factors [such as netbooks.]"
Rayfield evinced even less enthusiasm for more mainstream flavors of Linux available on ARM, such as Canonical's Ubuntu or Intel's Moblin.
"The world soundly rejected the first netbooks that came out with Linux," he said. "Printers didn't work, and devices didn't get recognized. The whole thing was a mess."
Nvidia has garnered 42 design wins from 27 different manufacturers all building devices using Tegra, said Rayfield. More than half of the wins (26) are for smartbook or tablet designs. Those can arrive to market in just six months, versus two years for smartphones designed for telecom carriers, Rayfield said.
Rayfield echoed comments by Nvidia executives during its analyst day on Tuesday that Tegra could make up more than half of Nvidia's sales ($3.4 billion in fiscal year ending January 2009) very soon.
"It's an aggressive statement, no doubt. But we've got a pretty good pipeline," Rayfield said. Also, it won't be long before consumers, rather than re-ripping Blu-ray movies to watch on different devices, will expect to be able to carry a single, HD-quality version of their videos around with them for easy sharing and viewing on large-screen TVs.
By using its own graphical expertise in Tegra rather than licensing it, Nvidia hopes to reap gross profit margins of 45% on Tegra by charging commensurately for its better performance over competing platforms from Qualcomm (Snapdragon) and Freescale Semiconductor, Rayfield said.
The next generation of Tegra due early next year will boast 4 times the performance of today's version, while the 2011 update will improve performance 10 times over today's, he said.