According to industry sources, MediaTek is reportedly planning to integrate an Nvidia GPU into its next-generation flagship mobile processor, potentially as early as 2024. This collaboration between MediaTek and Nvidia goes beyond enhancing AI and gaming capabilities on MediaTek’s application processors for mobile handsets. The two companies are also expected to cooperate in developing Windows on Arm (WOA) platform products for notebooks.
Despite Nvidia’s 21% decline in revenue for the fourth quarter of the previous year, the US-based GPU supplier has been securing large-volume orders for its A100/H100 chips from general customers, as well as the A800/H800 GPUs specifically tailored for the Chinese market.
These orders, along with Nvidia’s partnership with Taiwan Semiconductor Manufacturing Company (TSMC), which has secured follow-up foundry orders for the mentioned chips, indicate strong production capacity utilization in TSMC’s 7/5nm process nodes. Additionally, Nvidia has reserved CoWoS packaging capacity at TSMC.
With increasing momentum in GPU orders driven by seasonal demand in the gaming market, Nvidia is expected to witness performance improvements quarterly in the latter half of the year.
The collaboration between MediaTek and Nvidia extends to the development of WOA platform products, leveraging Nvidia GPUs and AI technologies.
This partnership is anticipated to enable both companies to penetrate the notebook market. MediaTek, which currently focuses on the entry-level Chromebook market with a 20% market share, aims to strengthen its presence in the midrange to high-end notebook segments through the WOA platform products.
While global Chromebook shipments are projected to reach around 20 million units in 2023, maintaining a similar level to the previous year, the integration of Nvidia GPUs and AI technologies in MediaTek’s products could contribute to the expansion of their market reach and competitiveness in the notebook industry.
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