The traditional PC space is steadily moving towards the mobile arena. As such, the Tegra will be the company's fastest growing personal computer business. Most of the portable devices we own today are all potential for Tegra to power them in future.
When the press asked Jen-Hsun if NVIDIA should develop their own OS to speedup adoption of Tegra based devices, Jen-Hsun had quite a bit to, including mudsling their competition:-
"No. We should do something only if we can make a significant contribution to the world. And only if we're very good at it. There are parts of the operating system which we're very good at, like API, middleware, system software. Can we make a contribution? That is answered by asking if there are other alternatives around. The world right now has several good alternatives. iOS, BB OS, Android, Windows Mobile, Symbian and Meego.
Intel chose to work with Meego, the number 6th OS. There is actually no such thing as the number sixth OS, and the reason is because operating systems need developers and the developers don't want to work on number six because they can work on the others, especially the number one and two OS types. So why is Intel working with Meego? The reason for that is because all of the others do not support x86. So if they don't do Meego, they would be number zero. Intel has no choice; Why else is Intel building AppUp? Because if Intel doesn't do AppUp, who will? There's no app store for x86. It does not exist. Nobody else is doing it because x86 has no mobile future. X86 is the enterprise past. So why would NVIDIA build yet another OS? Because NVIDIA can choose to work with the top mobile OS providers, who already run on ARM based processors."
Jen-Hsun believes that the next hot commodity would be 'Super Phones'. These are devices that are larger than conventional smartphones, but are still handier than tablets. This is also the area where NVIDIA is aiming Tegra 2 to fill the new slew of products. He expects to see super phones to be in retail by this Christmas and sustain the cool factor as the next big thing in mobile computing/devices for years to come.
More tablets will certainly come and be popular as a content consumption device - again an area that Tegra 2 will fill the role nicely. However, Jen-Hsun believes super phones might still outpace interest of tablets (comparatively speaking).
For Jen-Hsun, the ultimate super phone would be one that he can rely upon for all usage needs on the move that he won't ever need to lug a notebook again. For that to happen, more features and standards will need to be crammed. Some of his expectations are even higher resolution screens, Wireless HDMI and more. Just like how the desktop PC has given way to notebooks where revenue and growth are concerned, the next shift will occur with super phones disrupting both the PC and notebook markets.