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Nvidia CEO: Next-gen Android tablets will be ‘magical’

Nvidia CEO Jen-Hsun Huang acknowledged that Google and his company are behind in the tablet race against Apple's iPad, but was wildly bullish about designs in the pipeline.  —  How bullish?  We'll let Huang do the talking.

Between the Lines Blog Larry Dignan

Context & Ripple Effects

Jen-Hsun Huang's 'magical' framing is an admission wrapped in a promise: he concedes that Nvidia and Google are behind Apple's iPad in the tablet race, then points to designs already in the pipeline as the answer. The technical substance behind the optimism is Android 2.3 Gingerbread's planned true 1:1 motion processing, delivered through InvenSense's MEMS gyroscope — a sensor-level feature aimed directly at closing the gap with the iPad's feel.

First-order effects

  • Android tablet makers building on Nvidia silicon gain a concrete differentiator to pitch against the iPad — gyroscope-driven 1:1 motion response arriving with Gingerbread rather than vague roadmap promises.
  • InvenSense gets elevated from anonymous component supplier to named enabler of Android's tablet push, strengthening its hand in design-win negotiations across the Android OEM base.

Second-order effects

  • Apple's counter-move now runs through its iOS release cadence — with The Telegraph's report of a November 24th iOS 4.2 launch still unconfirmed, the timing of Apple's own software update becomes the benchmark Huang's pipeline has to beat.
  • Other Android silicon and sensor vendors face pressure to match the Tegra-plus-InvenSense combination, turning motion processing from a novelty into a table-stakes spec for next-generation Android tablets.

Third-order effects

  • If Huang's pattern holds, tablet competition settles into a silicon-and-sensors arms race where merchant chipmakers like Nvidia and sensor specialists set the innovation cadence against Apple's vertically integrated model — the same structure that later defined Nvidia's push into gaming handhelds and beyond.

The trend: The tablet race is shifting from who shipped first to whose silicon and sensors close the experience gap fastest, with Nvidia positioning itself as Google's hardware answer to Apple.