I still don't get how embedded chipset manufacturers can keep competing with the largest graphics company in the world in the gpu space so easily though. Tegra 4 is supposed to be jumping from 12 up to 72 in the highest end model Kepler cores instead of old 8000 cores. If they manage to get some super efficient high performance graphics in mobile I could see a games revolution around it.

Especially if they put that in the Nexus7#2 next year.

Just for some perspective:

Samsung total revenue: $247 Billion Apple total revenue: $157 Billion Qualcomm total revenue: $19.1 Billion Texas Instruments total revenue: $13.7 Billion NVidia total revenue: $4.00 billion

NVidia is the relatively small fish in the pond here, and if they have relatively more graphics experience the others have relatively more experience with everything else in this space.