Personally I think Nvidia are a bit of a wolf amongst the chickens in the mobile soc market.
Nvidia are used to fighting with Intel, AMD and here they have Qualcomm? Sure Apple and Samsung make soc's but that's not their primary business, they'll quite happily use other companies chips if that suited them better.
JHH must be over the moon - he's got his company into position and pushing hard in the big new arena for personal computing and Intel + AMD are no-shows. Nvidia are likely to win big here.
http://www.arm.com/products/processors/licensees.php
A15 Licensees: Texas Instruments, ST-Ericsson, nVIDIA, Samsung Electronics
A9 Licensees: Broadcom Corporation, NEC Electronics, nVIDIA, STMicroelectronics, Texas Instruments, Toshiba, Mindspeed Technologies
A8 Licensees: Broadcom Corporation, Freescale Semiconductor, Matsushita, Samsung Electronics, STMicroelectronics, Texas Instruments, PMC-Sierra, 3Dlabs
These guys are experienced ARM licensees, Nvidia is a nobody to their customers in the working relationship environment.
I don't think the likes of TI, Samsung, Qualcomm are just going to roll over and sit idly by while Nvidia "wins big".
There is a reason Intel and AMD have stuck with their core competency.
Nvidia may do well in ARM, but their victory is not at all assured. This industry is all about customer/supplier relations (and by customer I don't mean us, Nokia is a customer of ARM processors) and they take years if not decades to build.
Nvidia could have the best thing since the pentium processor and it won't see a retail shelf if they can't get socket wins. Intel learned this in 2005, they are kinda learning much hasn't changed since then too.
And the reason for this is fairly straightforward too, with ARM being so easily accessible and the fact that most of these guys are fabless results in them all using TSMC as their foundry so process tech is not a differentiator means they fight tooth and nail to lock-in customers (sockets) as they've got little else to "add value" to the supply chain.
Nokia isn't looking for the wonder chip that will vault them to the top of the smartphone market for 3-6 months, they are looking for the supplier with a proven track record of not dropping the ball and leaving their customer chip-less or 6 months behind schedule with their 4G rollout.
Consistency wins the day in this industry, you can't be fickle, all gung-ho one year and nowhere to be seen the next. This has been Intel's undoing, it remains to be seen if Nvidia is really committed to this market or not and you can bet many customers are intentionally sitting on the sidelines waiting to see as well. (and Nvidia knows this too, hence all the roadmappery and open-ness about their aspirations for the next 4 yrs)