As we already know, TI's OMAP business is going great guns, from the Q3 CC last night:
'Our OMAP revenue should continue to benefit in the quarters ahead as our latest customer programs continue to ramp into production.
Recently announced programs that are based on our OMAP 4 platform include: Samsung's Nexus smartphone, which will be our first OMAP production program based on Google's Ice Cream Sandwich reference platform; also, Samsung's Galaxy SII smartphone; Motorola's Droid Bionic and Droid RAZR smartphones; LG's Thrill smartphone, which is the first to feature 3D playback and capture; and the recently announced Amazon Fire tablet. A great lineup of customer products with more to come.'
And in Q/A, a clear reference to the apparent early Android tablet market penetration of Nvidia's Tegra 2 (sell-through volume very low of course):
' We have to win our business, and re-win our business everyday. But I would say the same time, for a lot of these customers, TI has been a long-term supplier of many products into their handsets. My own view, as I think Honeycomb was a bit of an anomaly especially on the tablet side because there was a race by many OEMs to have some type of demonstration product available at last year's Consumer Electronics show, and that drove at least what I would say was very visible as when from maybe another supplier. And as I would have described even back in last January, a lot of those same OEMs that were demonstrating platform space on another supplier at Consumer Electronics Show, we had active development programs underway at that same point in time with OMAP. So I think the difference is we are a supplier that they've had a history with. They're comfortable. They know we can support both their business terms, as well as the kind of volume production requirements that operationally these high-volume handsets require.'
In addition, we have this announcement from Renesas at 4G World:
October 2011 - Renesas Mobile Corporation, an innovative supplier of advanced cellular semiconductor solutions and platforms, will demonstrate its high performance 3D mobile platform, the MP5225, for Android-based smartphones at 4G World 2011 in Chicago (24-27 October, Renesas Mobile Stand 2025). Incorporating dual ARM™ Cortex™ A9's running at 1.2 GHz and an advanced multi-core PowerVR™ Series5XT MP Graphics Processing Unit (GPU) from Imagination Technologies, the platform represents a significant step towards delivering a games console quality experience on a mobile phone.
The MP5225 platform has been designed to deliver outstanding performance with Android™. At its heart is the R-Mobile APE5R state-of-the-art low-power, high-performance application processor, which includes the industry's leading multi-core mobile graphics engine, PowerVR SGX543 MP2 from Imagination Technologies, to deliver stunning class-leading 2D/3D graphics.
IMG's own TKS had this to say:
"Graphics performance is fundamental to the Android user experiences in both UI and apps-something Imagination understands very well thanks to our close working relationship with Google on every release of Android from v2.1 "Éclair" to the latest v4.0 "Ice Cream Sandwich", said Tony King-Smith, VP Marketing, Imagination. "Renesas Mobile is delivering tremendous mobile GPU performance to smartphone and tablet designers and apps developers thanks to our PowerVR multicore GPU solutions. As Android grows in importance as a major consumer software platform, we believe Renesas Mobile is very well placed to power truly class-leading devices for Android."
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