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Forums - Nintendo - NVIDIA Q1FY18 Tegra up 108% Y/Y

Tegra processor business revenue, which included gaming development platforms and services, was $332 million, up 108 percent from a year ago and up 29 percent sequentially. Tegra business revenue includes SOC modules for Nintendo Switch. Also included was record automotive revenue of $140 million, primarily from infotainment modules, which was up 24 percent from a year earlier and up 9 percent sequentially. 

332 - 140 = 192 for Shield and Switch?

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NVIDIA CEO Jen-Hsun Huan answer when asked if the company is interested in pursuing consoles further in light of Switch’s success:

Consoles is not really a business to us. It’s a business to them. And we’re selected to work on these consoles. And if it makes sense and the strategic alignment is great and we’re in a position to be able to do it, because the opportunity cost of building a game console is quite high. The number of engineers who know how to build computing platforms like this – and in the case of the Nintendo Switch, it’s just an incredible console that fits in such a small form factor. And it could both be a mobile gaming device as well as a console gaming device. It’s just really quite amazing, and they just did an amazing job.

Somebody asked me a few months ago before it was launched how I thought it was going to do. And of course without saying anything about it, I said that it delighted me in a way that no game console has done in the last 10 – 15 years. And it’s true, this is a really, really innovative product and really quite ingenious. And if you ever have a chance to get it in your hands, it’s just really delightful.

And so in that case, the opportunity to work on it was just really, really too enticing. We really wanted to do it, but it always requires deep strategic thought because it took several hundred engineers to work on, and they could be working on something else like all of the major initiatives we have. And so we have to be mindful about the strategic opportunity cost that goes along with these. But in the case of the Nintendo Switch, it’s just a home run. I’m so glad I did it, and it was the perfect collaboration for us.

Source

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One thing I don't get is who developed the Switch? When I first read the hundred engineering years comment I thought that was from NVIDIA, that they helped design the Switch with their Shield know-how, but the excerpt above mentions it was Nintendo that build the small Switch form. Guess it was Nintendo all along.



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This sounds really low to me. Even if all we assume is the lower end of being entirely comprised out of Switch shipments (2.74 million max), then the cost of the X1 to Nintendo is less than $70 even if we assume that the Shield is credited somewhere else.

Looks like Nintendo weren't lying when they said they had room for a price drop.



 
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TheWPCTraveler said:
This sounds really low to me. Even if all we assume is the lower end of being entirely comprised out of Switch shipments (2.74 million max), then the cost of the X1 to Nintendo is less than $70 even if we assume that the Shield is credited somewhere else.

Looks like Nintendo weren't lying when they said they had room for a price drop.

That only covers the last quarter, there could be further expenses from the previous quarters.
NX was first mentioned way back in March 2015, during the DeNa deal.

  Tegra Tegra-Automotive
Q1FY16 145 -
Q2FY16 128 -
Q3FY16 129 50
Q4FY16 157 64
Q1FY17 160 43
Q2FY17 166 47
Q3FY17 241 114
Q4FY17 257 129
Q1FY18 332 192

From http://investor.nvidia.com/results.cfm
It states that the Tegra renevues includes Automotive, OEM, Shield and development services.
From Q1 2016 NVIDIA starts mentioning Tegra development services, NX?
From Q3 2016 onwards the automative infotainment system revenue figures are shared.
Notice the jump in Q3 2017, Switch development hike + production?

114+129+192-3x50 (Shield avg) = 285, that would round to $105



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