There's been a lot of IMG-related big news in the past 24 hours...
1st off , Apple Q4 revealed they shifted 11m iPads, 17m iPhones, and approx. 4m iPod Touches, giving about 32m royalty volume for IMG (plus some iPod Nano at lower ASP). This was a 'product transition' quarter for Apple, as they had already stated last time round, but some analysts did not pay attention. More importantly Apple signalled a record-busting Xmas quarter to come, which is obviously excellent news for IMG.
I am expecting in the region of 45-50m royalty volume for Xmas (25m iPhones, 15m iPads and 10m iPod Touches) quarter.
Next, during Intel Q3 CC Otellini confirmed that Medfield would ship in smartphones/tablets 1st half of 2012. It is not clear exactly which SGX core is contained in Medfield at this point but it's definitely IMG (graphics + video).
Then we had the Motorola Mobility event during which S.Jha unveiled another Android flagship phone- Motorola Droid Razr (for Verizon), which uses OMAP 4430.
Finally there was the OMAP 4460 powered Samsung Galaxy Nexus, the 1st Google Experience ICS (Android 4.0) smartphone.
We can expect lots more OMAP 4 powered ICS products in the next 12 months.
IMG are really going great guns right now on all fronts.
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