“NVIDIA Corp. is moving into unsteady waters. The company is readying a lower-margin integrated chipset for PCs, while it has also delayed a graphics chip for use in Apple Computer Inc.’s next-generation video iPod line, according to an analyst,” Mark LaPedus reports for EE Times.

“‘We have talked about NVIDIA replacing Broadcom for the next-generation Apple video iPod socket in July 2006,’ said Satya Chillara, an analyst with Pacific Growth Equities LLC. ‘At this point, our checks indicate the mobile graphics processor tape out has been pushed to Q2/Q3 of CY:07, from Q1 of CY:07. We think this could cause some instability to NVIDIA’s revenue momentum for the first half of CY:07,’” LaPedus reports. “What impact this will have on the next-generation video iPod is unclear.”

Full article here.

[Thanks to MacDailyNews Reader "LinuxGuy and Mac Prodigal Son" for the heads up.]
Well, if Apple designed the next-gen iPod with the NVIDIA part in mind and planned its debut for Macworld in January, then the impact on the next-gen iPod seems pretty clear to us. Maybe this is good news for Broadcom?