Apple released another record set of results last night for Q4;
http://seekingalpha.com/article/952971-apple-s-ceo-discusses-f4q12-results-earnings-call-transcript
Approx 45m iOS devices were sold:
iPhone 26.9m
iPad 14m
iPod Touch approx 3.5m
Apple TV 1.3m
This follows from approx. 48m iOS devices in Q3, giving a total for April-September of approx. 93m iOS devices. The IMG H1 period is May-October, and a royalty is counted from when the SoC ships (rather than when the OEM product is sold), so taking into account the iPhone 5 launch and other recent high profile announcements, we must be looking at >100m volume from Apple alone in IMG's H1 period.
Add to that the Mediatek ramp and other high shipping products (eg. Bezos revealed Amazon Kindle Fire HD is the no.1 global product on amazon.com) then the H1 royalty volume must be well north of 170m imo (vs. 126m for H1 2011/12). Many are now, justifiably, expecting the 500m barrier to be smashed for FY.
IMG
Friday 26 October 2012
Wednesday 24 October 2012
Apple unveils 4th Gen iPad and iPad Mini
Apple unveiled 2 more products yesterday utilising IMG graphics and video.
There was the expected iPad Mini, sporting an A5 chip (Power VR SGX 543MP2) but also a 4th Generation iPad (which no-one expected), featuring a new A6X chip said to be twice as fast (dual core CPU) and twice the graphics performance (quad core , identity not yet confirmed but probably SGX 543MP4 clocked higher) of A5X .
Specs:
http://www.apple.com/ipad/specs/
http://www.apple.com/ipad-mini/specs/
With these 2 products, together with iPhone 5, new Amazon Kindles, and continued Mediatek ramp-up, IMG are going to be off to a flyer (volume-wise) in H2.
There was the expected iPad Mini, sporting an A5 chip (Power VR SGX 543MP2) but also a 4th Generation iPad (which no-one expected), featuring a new A6X chip said to be twice as fast (dual core CPU) and twice the graphics performance (quad core , identity not yet confirmed but probably SGX 543MP4 clocked higher) of A5X .
Specs:
http://www.apple.com/ipad/specs/
http://www.apple.com/ipad-mini/specs/
With these 2 products, together with iPhone 5, new Amazon Kindles, and continued Mediatek ramp-up, IMG are going to be off to a flyer (volume-wise) in H2.
Monday 22 October 2012
H1 2012 Mobile GPU Shipments - Imagination still top of pile
JPR has released his estimates for GPU shipments in H1 2012 for mobile devices (ie. tablets and smartphones).
ARM were expected to increase, courtesy of Samsung (Galaxy III etc) and also Chinese tablet market, but Vivante have also done very well. Qualcomm market share drops more than most were expecting, whilst Imagination remains fairly steady. Nvidia's share remains very low despite all the hot air.
All of this is within a growing market overall.
H2 will be interesting, with the rapid acceleration of Mediatek (all IMG) and iPhone 5 release (plus new IMG'd Amazon tablets and iPad Mini) having an impact. I'd also expect Qualcomm to take back some market share from ARM/Vivante.
ARM were expected to increase, courtesy of Samsung (Galaxy III etc) and also Chinese tablet market, but Vivante have also done very well. Qualcomm market share drops more than most were expecting, whilst Imagination remains fairly steady. Nvidia's share remains very low despite all the hot air.
All of this is within a growing market overall.
H2 will be interesting, with the rapid acceleration of Mediatek (all IMG) and iPhone 5 release (plus new IMG'd Amazon tablets and iPad Mini) having an impact. I'd also expect Qualcomm to take back some market share from ARM/Vivante.
TIBURON, CALIF. — Jon Peddie Research (JPR), the industry’s research and consulting firm for graphics and multimedia, announced estimated mobile devices graphics chip shipments for the first half of 2012. Mobile devices include smartphones, tablets, and game consoles.
The market for portable devices (mobile devices that we can carry) continues to soar in spite of economic difficulties and general uncertainty. Although portable devices are not necessarily replacing the PC, they are outselling the PC. All of these devices have a graphics processor (GPU) integrated in the device’s system on a chip (SoC) application processor.
The application processors are made by a dozen-plus semiconductor suppliers (Broadcom, Apple, Intel, Marvell, MediaTek, Nvidia, ST-Ericsson, Texas Instruments, Toshiba, Qualcomm, Samsung, etc.). All of those companies fall into one of two categories: vertically integrated or IP buyers. Nvidia and Qualcomm are the vertically integrated companies with their own GPU designs; all of the other companies buy GPU IP from one of four IP suppliers (ARM, DMP, Imagination Technologies, or Vivante). The exceptions to this tidy categorization are Samsung, which has an internal GPU design and buys IP from ARM and Imagination Technologies, and Broadcom, which has an internal design GPU and buys IP from ARM.
The leading high-volume suppliers of application processors (i.e., SoCs) are Apple, Texas Instruments, Qualcomm, and Samsung. ARM supplies GPU IP for some of Samsung’s mobile phones, while Imagination Technologies’ GPU IP is used in Apple, Texas Instruments, and some of Samsung’s mobile phones and tablets.
The upcoming SoC suppliers with impressive design wins to their credit are Intel (Imagination Technologies’ GPU) and Nvidia (proprietary GPU).
Other SoC suppliers that buy GPU IP are Freescale, Huawei, MediaTek, Rockchip, and Wonder Media/VIA. These companies have participated in the feature phone market, and some of them have recently entered the smartphone and tablet segment.
One area that is fueling the growth of portable SoCs is the exploding tablet market in China, which is contributing significantly to the astounding growth that ARM and Vivante are experiencing. As a result of this tablet surge in China, dramatic changes are expected during the next 12 months. Apple will introduce a 7-inch tablet, Microsoft will bring out its Surface tablet, and Texas Instruments will continue to supply Amazon (even though the company is pulling back from the smartphone market as Nokia loses market share).
The market for SoCs with GPUs grew 91.3% from the first half of 2011, with market shifts occurring as shown in Table 1 below.
| Supplier | 1H'12 | 1H'11 | ||
| Qualcomm | 26.4% | 36.4% | ||
| Nvidia | 2.5% | 3.5% | ||
| ZiiLabs | 0.1% | 0.2% | ||
| ARM IP | 12.9% | 6.2% | ||
| DMP IP | 1.7% | 2.2% | ||
| Imagination Technologies IP | 46.5% | 49.1% | ||
| Vivante IP | 9.8% | 2.5% | ||
| TOTAL | 100.0% | 100.0% | ||
Table 1: Market share changes for portable devices from 1H’11 to 1H’12
| ||||
As a result of the turbulence in the market, we expect market shares to shift dramatically through 2012, and we look for a new IP company to enter the market in 2013.
END
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