NVIDIA is riding the Android tablet wave as the main provider of the CPU (Tegra). At the NVIDIA Q1 earnings call CEO Jen-Hsun Huang made several comments about tablets. According to ZDNet that the concerns about the first wave of Android tablets have been largely address in the next generation of Honeycomb 3.1 devices. Apparently NVIDIA does not count the Android 2.x tablets that have been the first (mediocre) wave of Android tablets. For me the next Android Tablet generation is the 3rd one. In any case Mr. Huang says that the new Android tablets ramping up now are more affordable, thinner, lighter and more versatile.
As reported Honeycomb 3.1 was released last week and Motorola Xoom owners already got it. Apparently we should see soon new Android tablet that ship with Honeycomb 3.1 pre-installed rendering the Xoom to be outdated.
NVidia is working on a quad-core mobile CPU dubbed Kal-El. If this CPU will be powering the 4th generation of Android tablets running Ice Cream Sandwich is not clear yet. Ice Cream Sandwich is expected to be released in Q4.
Get ready to be swamped with Android Tablet releases this year. The massive number of Android phone models beat the Apple iPhone in the smartphone market. The Android camp tries to do the same thing in the tablet market. Apple is still far ahead, but if Android tablets come in tons of shapes, sizes, with extra features and lower prices the Apple leadership is in danger.