Nvidia will supply the application processor in the second version of the Amazon Kindle Fire tablet, Canaccord Genuity analyst Bobby Burleson asserts in a research note. He attributes the information to “conversations with sources in the tablet supply chain.”
Burleson says the next Fire is expected to have an 8.9-inch screen, larger than the current 7-inch version.
Nvidia’s win would be a loss for Texas Instruments, which provides a comparable part in the first-generation Fire. “Widely viewed as the only other successful tablet besides iPad/2, a win or loss in the next gen Fire could be seen as a proxy for TXN’s overall apps processor potential in higher-end tablets,” Burleson writes in a research note.
NVDA is up 62 cents, or 4.2% to $15.53.
Source:Forbes
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