SOURCE: The Bedford Report

The Bedford Report

July 08, 2011 08:16 ET

NVIDIA and AMD Turn to New Revenue Drivers as PC Market Struggles

The Bedford Report Provides Equity Research on NVIDIA & Advanced Micro Devices

NEW YORK, NY--(Marketwire - Jul 8, 2011) - Chip stocks are on the downswing heading into earnings season, with reports from Reuters arguing that investors are betting that weak laptop sales will be reflected when companies such as AMD and NVIDIA report earnings. While laptop sales are important to AMD and NVIDIA's top lines, both companies have made significant efforts to diversify their product lines towards new revenue drivers. The Bedford Report examines the outlook for companies in the Semiconductor Industry and provides equity research on NVIDIA Corporation (NASDAQ: NVDA) and Advanced Micro Devices, Inc. (NYSE: AMD). Access to the full company reports can be found at:

While AMD's interim CEO Thomas Seifert has made it clear the company has no plans to enter the smartphone space at the present time, AMD is making gains in the tablet space. Seifert believes that tablet usage models "had shifted the market in favor of AMD, including 3D graphics and higher overall performance." Seifert concedes that "AMD's customers may prefer to wait until the second-generation APU products coming next year before AMD can address a significant amount of those form factors. But some tablet makers are buying AMD chips now."

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Seifert is adamant that there are "enough players" in the smartphone market that have a hard enough time earning money. NVIDIA CEO Jen-Hsun Huang does not share Seifert's sentiments regarding the smartphone space. The company's Tegra line of chips is proving popular with Android tablet and smartphone makers. Most Android 3.x Honeycomb tablets that are available at the moment have a Tegra 2 processor.

According to a recent report from Strategy Analytics, NVIDIA was one of the top five sellers of smartphone applications processors in the first quarter.

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