TI Q2

TI showed continued momentum in it's wireless OMAP and connectivity segment as well as in the embedded division - all good for IMG.

http://seekingalpha.com/article/281666-texas-instruments-management-discusses-q2-2011-results-earnings-call-transcript?part=qanda

Ron Slaymaker :Handsets, the part we're focused on being smartphones, continues to do well. I think we'll see where the year lands but at least coming at this point, something like 50% growth compared to last year, and we have a good position there with connectivity and with our own map and a position that is only getting stronger, especially on the OMAP front as we move forward


Kevin March :And then, we are pushing OMAP into other spaces, such as eReaders, GPS devices, things like that but those certainly probably would be a higher priority for us than chasing down the traditional, more mature PC market


Ron Slaymaker:
Uche, I think we feel really pretty optimistic about the outlook for
growth in OMAP. We are doing very well with a range of different customers and a range of different products. I think we've told you before that in the case of OMAP 3, we had something like 50, more than 50 actually, different OMAP 3-based handsets in the market, and that was a handset count I think at the end of 2010. And what I can say is with OMAP 4, our designing rate has been even higher, and in fact, higher than any prior OMAP generation. So there are few customers that we publicly talk about because they have publicly announced their products in the tablet space that would be RIM with PlayBook. In the smartphone space, the LG Optimus 3D product is OMAP 4 based. We've also launched OMAP 5 in February of this year. So again, we have a great pipeline of products and product technology. But even more importantly, we have a great pipeline of design wins in the smartphone and the tablet space. And then as I said previously, that we will watch them develop over time by areas like eReaders, GPS, personal
navigation systems, things like that, find OMAP to be just a great type of media process or application processor for their space as well. So we think it has a good growth outlook from
revenue standpoint and we're certainly investing accordingly.


Ron Slaymaker:
So we feel good about the diversity of that revenue and frankly, it's getting even more diverse, as we, especially in the OMAP space have a lot of new design wins that are basically in the pipeline of moving from development into production let's say over the course of the next year. So again, it's a more diverse customer base, but I can't break it out any finer for you than that
END

So it looks like TI are now in position to share the Android spoils with QCOM ,and to a lesser degree NVDA. Elsewhere in the Android world IMG have Mediatek, Samsung Hummingbird, Renesas and others for the huge 'white box' markets, also Intel via Medfield,Cloverview etc to come in 2012.
TI and Intel will also be well prepared for Windows 8 next year.
Everything's covered.
Now, back to Mt.Etna...

Apple Q3

More record breaking results from apple last night.
http://seekingalpha.com/article/280344-apple-management-discusses-q3-2011-results-earnings-call-transcript

7.5M iPods with just over 50% being iPod Touch
20.3M iPhones
9.2M iPads

Massive growth in China but 'just scratching the surface right now' according to Oppenheimer
'product transition' due in Q4.

Over 33m iOS devices shifted in Q3, add to that some iPod Nano (at lower royalty) and we have something like 34-35m royalty volume for IMG, mostly at higher ASP from the A4/A5 chips (SGX+VXD/VXE).
Given likely developments in China and new products like iPhone 4GS/5 that volume is likely to be eclipsed in the next few quarters, giving IMG in the region of 150m+ royalty volume from Apple alone. The better analysts predict 330-370m total volume for IMG in FY 2011/12.
A great way to start FY2011/12 for IMG !