Originally Posted by SandGlass
This is bad, are they having financial problems?
No. Their financial situation up to now has been very good
, but has relied heavily on PC product (eg HPC and dGPU) sales; dGPU and HPC has turned in impressive profits. There is a sore spot, though - with that said, Tegra 4 was a big disappointment sales wise as it did not gain much traction on the market and lost several design wins which the T3 had. T5 has to reverse this, as the Tegra division of NV has had nothing but losses and has yet to turn a profit. I think most financial analysts will watch T5 closely because T4 did rather horribly, and would like NV to rely less on the PC for their revenue. The general concensus is that PC revenue won't be as sustainable due to the rise of mobile, which is why it is important for Tegra to do well. So far, it hasn't turned a profit as mentioned. Not good - but their PC sales have made up for that and more up to this point.
Whether this has anything at all to do with the recent departures? That's pure speculation. I will say that it really does sound like Vivolli left for retirement and family reasons, but then you have to wonder about all the other guys that have jumped ship recently. As to why so many have left NV - I have no idea, and most of these guys won't talk about it. So it's all speculation.
Despite everything that has happened at NV, their PC products are still excellent
, so far there are no signs of "cracks". This may well change in a year, and that is again speculation. Personally, I hope it doesn't change - i've really grown fond of NV products after having used them. But it cannot be stated enough that Tegra is what everyone will be looking at going forward - so far their mobile Tegra division hasn't had profits, which is obviously not desirable from a business standpoint - NV is basically losing heavily to Qualcomm in this area due to their integration and patent portfolio. NV has two options with ARM SOCs, they can go for cheap and good enough or they can go for high performance as Qualcomm has - NV has opted for the latter, but NV doesn't have the deep integration that Qualcomm has so they have basically lost every design win that's important. And that's what NV needs. They need something like a Nexus 5 that moves 50 million units. Tegra 4 does not have that, and NV's mobile division is losing money as a result.Edited by xoleras - 11/2/13 at 12:32pm