While NVIDIA has established its position as a leader in graphics processing units (GPUs), the advancement of AI technology in recent years has accelerated its entry into the smart phone market. The strategic shift is influenced by the current situation where smart phones are becoming more than just a means of communication and are becoming central to mobile computing. In particular, the role of smart phones equipped with AI in advanced AI and real-time data processing has become extremely important.
The smart phone market is increasing demand for advanced AI customization features, predictive input, and advanced image analysis. NVIDIA's technology is expected to demonstrate high competitiveness in these areas, allowing it to differentiate itself from competitors such as Qualcomm and MediaTek. On the other hand, some view this entry as a stepping stone to secure long-term market leadership rather than short-term revenue growth.