James Schneider - Goldman Sachs
Good afternoon. And thanks for taking my question. I guess, could you talk a little bit about your customer order patterns at this point? And clearly you’re supply constrained but are customers putting as much backlog on you today as they were three months ago? And so in the context of that plus the supply constraints, how should we think about what’s likely to happen for Q2 in terms of revenues?
David L. White
Yeah. I think I can answer that, James. If you look at the last three quarters, we have opened each of the last three quarters with a fairly healthy shippable backlog at the start of each one. In fact, that has been at near record levels at least as far as I can tell and that has helped significantly with linearity of product deliveries, linearity of collections, for example, et cetera. And has made our business a little bit more predictable than what it’s been, as well, because we have less turns business to actually generate within a quarter.
And as we go into Q1 that backlog -- the opening backlog position is in relatively the same position it was at the beginning of Q4 and so we’re opening Q1 with a fair amount of our business already visible to us.
Jen-Hsun Huang
And in terms of Q2, the benefit of Q2 is it’s going to benefit from quite a few growth drivers that are firing at the same time. We’ve got new GeForce product, new Quadro products, new Tesla products and Tegra products and 3D Vision products all cranking.
So this is, we’re in just the beginning now of a new product cycle and this new product cycle’s driven by a revolutionary architecture called Fermi and so we’re real excited about that and we can’t get -- can’t wait to get to it?
James Schneider - Goldman Sachs
Thanks. That’s very helpful. And then as a follow up, Jen, just briefly, I think you talked about 40-nanometer products being about 19% of shipments last quarter. Can you give us an update on what that was this quarter?
David L. White
We’ve really not broken that out this time. I think we’ve decided that it would be just better to show the vector and the vector was up 178% quarter-to-quarter.
James Schneider - Goldman Sachs
40-nanometer?
David L. White
40-nanometer.
James Schneider - Goldman Sachs
Great. Thanks very much.
Operator
Our next question comes from the line of Doug Freedman with Broadpoint AmTech. Please proceed with your questions. |