NVIDIA’s GeForce RTX reigns supreme in the desktop and laptop PC markets, particularly in the AI era where its performance and app support are unmatched. However, this dominance hasn’t extended to the rapidly growing market of System-on-a-Chip (SoC) devices that integrate CPUs, NPUs, and GPUs into a single chip. This is where NVIDIA’s absence is felt most keenly.
Rumours have been swirling that NVIDIA is partnering with MediaTek to create a new PC chip that would combine a MediaTek processor, NPU, and NVIDIA GPU, potentially arriving in 2025. This ambitious project, reportedly nearing mass production, has sparked excitement within the tech world, with companies like Lenovo, Dell, HP, and ASUS lining up to incorporate this new chip into their product lines.
While this chip promises to revolutionize the standard PC market, the real opportunity lies in the PC gaming handheld space. This market, although relatively small compared to traditional PC and gaming laptops, is experiencing explosive growth, driven by the success of devices like the Steam Deck and ROG Ally. These handhelds have proven that integrated GPUs can deliver stunning visuals and powerful performance, challenging the traditional dominance of AMD’s Radeon technology in this arena.
With AMD’s FSR 4 technology utilizing AI to enhance image quality, particularly for handhelds, it seems NVIDIA is missing a golden opportunity. The efficient GeForce RTX 4060 Laptop GPU has shown the potential for powerful, yet compact, gaming experiences, and NVIDIA’s expertise in AI-powered technologies like DLSS and Frame Generation could transform the PC gaming handheld experience.
The market is ripe for a Steam Deck 2 or ROG Ally 2, powered by GeForce RTX, to deliver a level of performance that sets a new benchmark for handheld gaming. It’s only a matter of time before this happens, and perhaps the rumored Xbox PC gaming handheld will be the catalyst that pushes NVIDIA to finally enter this burgeoning market.
The GeForce RTX brand is synonymous with PC gaming. For NVIDIA to remain at the forefront of gaming technology, it needs to be present in every aspect of the gaming landscape, including the increasingly popular and influential PC gaming handheld market. By harnessing the power of GeForce RTX, NVIDIA can further solidify its position as the undisputed leader in PC gaming hardware.