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February 5, 2009 11:35 AM PST

Nvidia-based Microsoft smartphone coming?

by Brooke Crothers
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Updated at 5:45 p.m. PST with additional comments from Microsoft.

Nvidia's Tegra chip will be used in an upcoming Microsoft smartphone, according to an analyst at Broadpoint AmTech.

The San Francisco-based research firm also is speculating that Apple will eventually use the Nvidia ARM-based chip in a future iPhone.

Broadpoint's Doug Freedman said the Microsoft-branded phone would be the second Nvidia Tegra design win after HTC. "We believe the HTC ramp in '09 is the more material of the two as we have some concerns on the channel for Microsoft's handset distribution given the lack of prior carrier relationships/handset qualification history," he wrote Thursday.

Microsoft has been working with Nvidia on its Tegra chip platform.

Microsoft has been working with Nvidia on its Tegra chip platform. Shown here is an Nvidia Tegra APX-based prototype device.

(Credit: Nvidia )

Though Freedman said that his research note is not based on mere speculation, "it could turn out to be...a reference design Microsoft has used. That could be possible," he said. "But we've also picked up that Microsoft is working on a phone themselves," he added.

Microsoft says otherwise. "Microsoft has no plans to make a phone," said Microsoft's director of Windows Mobile, Scott Rockfeld, in a statement. "Our core focus has been and will continue to be providing software plus services and working with our partners to deliver great phones. Our partners have been integral in our success to date, and we are excited about the innovation we are bringing to the market together."

"We continue to collaborate with Nvidia on the delivery of innovative solutions that move the smartphone industry and the consumer experience forward," he added.

Nvidia said it had no comment.

Freedman, however, said the phone could appear sometime in the next six months and said his information is coming from the "supply chain that's working on the release of the product." (Note: Other reports say the Microsoft phone is a reference design.)

Freedman believes that Tegra could add $100 million to Nvidia's results in the second half of the year, "which is reflected in our published estimates," he wrote.

Nvidia has made it clear in the past that the Tegra platform is targeted at Windows Mobile.

And what does Nvidia bring to the table? The master of faster graphics processors wants to apply its chip know-how to juice up the mobile Internet device market and the Windows Mobile interface. After a decade of pumping up PC performance, Nvidia is betting a big part of its future on boosting graphics performance in smartphones and fit-in-your-pocket mobile Internet devices, or MIDs.

iPhone-style devices with Nvidia's Tegra APX (or Tegra 600) incorporate most of the functionality of a PC. And Nvidia is building all of the core electronics that will run a mobile Internet device, not just the graphics component.

Tegra is different from Intel's Atom processor platform--which is offered as a processor and a separate chipset. Nvidia puts all major device functions onto one piece of silicon. This makes it more akin to Texas Instruments' OMAP processors or Qualcomm's Snapdragon.

Nvidia's goal is to pack as much processing punch as possible into a few-hundred-milliwatt power envelope. Notebook PC processors typically operate in power envelopes between 10 watts and 35 watts.

But to the user, the biggest difference will be Microsoft's Mobile Windows interface and what can happen when there's Nvidia GeForce graphics silicon pushing everything around.

The platform that Nvidia is demonstrating goes far beyond the staid, pin-striped Windows Mobile that is used today. Nvidia has been showing finger-flick-and-roll screens and accelerometer-based reorienting 720p video.

Brooke Crothers has served as an editor at large at CNET News, an editor at Dow Jones' Asian Wall Street Journal Weekly, and a senior editor at InfoWorld. His CNET blog covers chip technology and computer systems, and how they define the computing experience. He also contributes to The New York Times' Bits and Technology sections. He is a member of the CNET Blog Network and is not an employee of CNET. Disclosure. Follow Brooke on Twitter @mbrookec.
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by Super2online February 5, 2009 11:58 AM PST
Sounds like this could be part of the Sidekick, Zune software integrated phone Microsoft plans for Mobile 7. It will be interesting to see what they can come up with when Tegra is at the heart of it.
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by rapier1 February 5, 2009 12:20 PM PST
Yeah, it looks like the phone component of the zune phone. It probably won't be called a zune though. It will just have the Zune UI for the music portion.
by Datcyde February 5, 2009 12:23 PM PST
Really looking forward to what they have planed for the sidekick brand.
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by Penguinisto February 5, 2009 12:37 PM PST
I'll believe it when it shows.

Also, wouldn't WM have to get to the next iteration (I doubt 6.1 would be capable)?
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by Super2online February 5, 2009 1:41 PM PST
It sounds like WinMo 6.5 is supposed to release late summer and 7.0 in early 2010. But if we are to believe all the articles about Windows 7, Microsoft is now adopting a release date approach that puts it 6 months later then they actually think it will release, and then actually release much sooner. Probably a much better approach then what they have been doing up to this point.

I have to say that the screen shot of the prototype is very enticing and if the final product looks anything near that good (hardware and interface), they could have a winner on their hands. Enlarging that photo, it appears to be a browser app window with an aero border and reflection of it on the left. Hard to make out what the icons are on the bottom but it looks like part of the interface for program and options selection.

I just have this feeling they are finally getting what we are looking for and working hard to create it, hence the delay. I also have a feeling there will be a few surprises up their sleeve. But if this is any indication, it will be worth the wait. Let's hope so because WinMo has been getting its fair share of criticism lately, and deservedly so.
by ChrisFleck February 5, 2009 12:48 PM PST
If they include HDMI for HD Video-out this could become the Nirvana Phone ...
I may even give up my iPhone for it .. !

http://NirvanaPhone.com
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by The_happy_switcher February 5, 2009 3:39 PM PST
The only better example of an oxymoron than 'military intelligence' is 'microsoft smart' anything.
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by February 5, 2009 8:17 PM PST
The only better example of a troll is...well...no...AppleRocks1963 is pretty much the best.
by swhite237 February 5, 2009 4:20 PM PST
I think it's much more likely the device Microsoft is working on will be a touchscreen tegra based zune, without a cell phone component. It will probably be optimized for hard core mobile gaming, so Microsoft can compete much more effectively with the ipod touch and psp. WM may not be the best smartphone OS, but it does enjoy around ten percent market share, and I doubt Microsoft would jeopardize it's relationship with cell phone manufacturers by releasing it's own hardware.
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by bakedpatato February 5, 2009 8:47 PM PST
nah...the Xbox division is a billion dollar hole, and unless MS is more stupid than I thought, they won't enter the handheld gaming market.
by random truth February 5, 2009 10:07 PM PST
Nvidia, Wouldant that suck up an insane amount of battery life? Every mobile device I have seen has used a power vr graphics processer for this reason. Even the psp and ds use some version of a power vr graphic chip.
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by limefan913 February 6, 2009 6:34 PM PST
I'd kill to see what this could do with Windows Mobile 6.1 and TouchFlo 3D from HTC. The Touch Diamond isn't exactly a wimpy phone.
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About Nanotech - The Circuits Blog

Brooke Crothers has served as an editor at large at CNET News, an editor at Dow Jones' Asian Wall Street Journal Weekly, and a senior editor at InfoWorld. His CNET blog covers chip technology and computer systems, and how they define the computing experience. He also contributes to The New York Times' Bits and Technology sections. He is a member of the CNET Blog Network and is not an employee of CNET. Disclosure.

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