Being a first mover sure has its perks.
Mobile World Congress kicks off this month on the 27th in Barcelona, Spain, and NVIDIA is already taking its quad-core marketing to the max, promising more "quad-core firsts" at the event. Taiwanese smartphone-maker HTC will naturally be at the event, and there's a chance it will take the wraps off of its first quad-core smartphone, the HTC Edge.
Qualcomm isn't expected to start shipping quad-core Snapdragons until later this year, which means that NVIDIA's Tegra 3 is the only chip that fits the bill for the Edge. It would be an notable shift since HTC has long preferred Qualcomm chips in its Google
This comes shortly after HTC said it will be shifting its product strategy and focusing more on quality over quantity. The OEM is also focusing more on graphics performance, an area in which NVIDIA has always flexed its muscles, while Qualcomm has always excelled in areas like baseband integration and communications. Both chipmakers are ARM Holdings
Speculation on HTC and NVIDIA has circulated for years, and HTC marketing exec Stefan Streit has previously said, "Nvidia or TI-powered smartphones and tablets are possible in the future." Adding Texas Instruments
It looks like the years of rumors are actually about to come to fruition this month, and my money is on one of NVIDIA's aforementioned "quad-core firsts," including a new HTC gadget.
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Fool contributor Evan Niu has sold bullish put spreads on QUALCOMM. He owns shares of ARM Holdings, but he holds no other position in any company mentioned. Click here to see his holdings and a short bio. The Motley Fool owns shares of Google, Texas Instruments, and QUALCOMM. Motley Fool newsletter services have recommended buying shares of Google and NVIDIA. Motley Fool newsletter services have recommended writing puts in NVIDIA. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.