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 !
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