Blackberry 10 smartphones

Blackberry finally unveiled its first BB10 smartphones yesterday (Z10 and Q10) :

http://press.blackberry.com/press/2013/blackberry-10-re-designed-re-engineered-and-re-invented.html

From the information available so far (Anandtech etc), it looks like the non-LTE versions (and non-US/Canada) of those devices are powered by TI OMAP 4470 (featuring Power VR SGX 544MPx). The other versions are Snapdragon S4.

Apple Q1 2013

http://seekingalpha.com/article/1129431-apple-s-ceo-discusses-f1q-2013-results-earnings-call-transcript?part=single

The numbers (from IMG perspective):

iPhones 47.8m
iPad 22.9m
iPod 12.7m (>50% Touch)
Apple TV 2m

Over 75m iOS devices in total for the quarter.
From April-December 2012 this gives approx. 170m iOS devices. Adding this to the continued Mediatek ramp (and all the other stuff !) IMG remain on track for well north of 500m royalty volume in the FY.
Near-term we have the Blackberry 10 launch (OMAP 4470) and then MWC where no doubt there will be multiple major SoC and product wins announced.

Imagination CES 2013 higlights

IMG today issued an rns summarising their excellent success during this year's CES, particularly with respect to the TV/Consumer markets.  Of course, they are unable to mention Samsung Exynos 5 Octa SoC specifically at this stage, but it looks like that will come (via the Galaxy S4) at next month's MWC.

16 January 2013: Imagination Technologies, a leading multimedia and communications technologies company, reports significant growth in penetration in TV and other consumer markets. This was demonstrated by yesterdays’ announcement regarding Mediatek and a record number of new product announcements from its partners at CES 2013 in Las Vegas.

Imagination’s SoC partners are at heart of the ‘smart’ revolution in consumer electronics, based on two pivotal sets of technologies:

• multimedia which enable smooth UI, rich graphics and high quality video
• connectivity which give devices ‘live’ intelligence and features such as location services, content on demand and social networking

Products from Imagination’s partners in the consumer market will deliver new industry-leading levels of performance and capabilities to users in 2013, as the ‘smartness’ enabled by Imagination’s technologies increases its presence in TVs, STBs, tablets and other consumer devices.

Yesterday, Imagination also announced that it has signed a further license agreement with Mediatek for a multi-core member of Imagination's PowerVR SGX Series5XT graphics processor family, to be deployed in SoC devices targeting the digital TV market.

This announcement is the most recent demonstration of the TV and STB SoC industry’s growing commitment to Imagination’s IP, as Mediatek joins Entropic, Intel, LG, MStar, Realtek, Sigma, SiS and other leading SoC partners not yet announced.

Notable products on show at CES 2013 include:

• LG Cinema 3D Smart TVs, the world’s first announced TV products with advanced PowerVR Series6 GPUs, as well as PowerVR Series5XT in mid-range products
• Windows 8 Ultrabook PCs and tablets from a range of leading brands including Samsung, Acer and Panasonic Toughpad, based on Intel’s Z2760 ‘Clovertrail’ Atom processor with PowerVR graphics and PowerVR video decode and encode
• Archos 80 and 97 Platinum tablets using the AllWinner A31 processor with PowerVR SGX 544MP GPU
• Low cost, high performance Android tablets from multiple Chinese OEMs featuring Ingenic Semiconductor’s JZ4780 application processor with dual-core MIPS CPU and PowerVR Series5 ‘SGX’ GPU
• Lenovo K900 smartphone based on Intel Z2580 CloverTrail+ with PowerVR SGX544MP GPU
• Archos ‘TV connect’, a low cost Android add-on to any TV with HDMI featuring Full Access Google Play Store, using TI’s OMAP4470 with PowerVR SGX
• Alcatel One Touch Scribe HD mobile phone with MediaTek MT6589
• Garmin's K2 car infotainment platform, based on TI’s new Jacinto 6 platform (based on OMAP5) and PowerVR SGX544MP
• Many other products from brands including Acer, Hampoo, Karbonn Mobile, Lava Mobile, and ZTE

Semiconductor highlights included:

• Mediatek’s latest MT6589 featuring PowerVR Series5XT graphics
• Intel's Atom Z2420 'Lexington' smartphone processor for emerging markets, with PowerVR graphics and video
• SiS330 multi-standard global TV receiver platform with Ensigma UCCP320 RPU (radio processing unit)
• ST-Ericsson NovaThor L8580 LTE smartphone platform featuring a PowerVR SGX544 GPU running at 600MHz, using 28nm FD-SOI
• The new TI OMAP 5-based ‘Jacinto 6’ SoC, designed for automotive applications with PowerVR SGX544MPx graphics

A number of undisclosed products from major brands containing Imagination’s technologies were also shown behind closed doors throughout CES in the TV, mobile, automotive and other consumer markets.

Says Tony King-Smith, VP marketing at Imagination:

"It’s been another barnstorming year for Imagination at CES 2013, with record numbers of meetings with our many licensee, tools, developer and OEM partners. A growing number of leading edge TV products such as LG’s 4K TVs relying on PowerVR Series6 and Series5/5XT graphics, Win8 PC ultrabooks and tablets featuring PowerVR graphics and video decode/encode, together with ground-breaking automotive products such as Garmin’s K2 infotainment system, demonstrated Imagination’s tremendous progress across all consumer markets as well as mobile."

Imagination’s next major event will be MWC, where further major product announcements for both SoCs and end products using Imagination’s IP will be made.

Mediatek extends DTV partnership with Imagination

The day after Anandtech revealed IMG had replaced Mali for the new Samsung Exynos 5 Octa SoC, we have this announcement:

MediaTek extends licensing partnership with Imagination to TV market

Imagination Technologies Group plc (LSE: IMG; "Imagination"), a leading multimedia, communications and embedded processor technology company, reports that it has signed a further license agreement with MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions, for a multi-core member of Imagination's PowerVR SGX Series5XT graphics processor family.

MediaTek will deploy the technology in SoC devices targeting the digital TV market.

Under the terms of its licensing arrangements Imagination receives license fees, and royalty revenues on shipment of SoCs incorporating Imagination's IP.

END

The initial DTV announcement for 5XT was back in 2011, so I'm expecting an IMG'd Mediatek DTV SoC anytime soon.

CES 2013

I'll try to collate all CES 2013 IMG-related announcements over the next few days.
IMG enter CES 2013 in pretty confident mood with the successful takeover of MIPS and a well-deserved knighthood for HY (Sir). Mediatek have also released the quad-core MT6589 and orders are flooding in it seems. IMG are also now the leading supplier of graphics to the rapidly growing Chinese tablet market.
CES is not normally that big on the IMG news front (most of that comes with next month's MWC) but things are looking different this time round:

http://www.imgtec.com/News/Release/index.asp?NewsID=716
The big news there is the unveiling of the first Rogue products, including TVs (? Sony ?LG).

Here we go - it's LG !
http://www.imgtec.com/News/Release/index.asp?NewsID=719

'One highlight of CES 2013 is the launch by LG of their new CINEMA 3D Smart TV products, featuring PowerVR Series6 graphics. This demonstrates the unstoppable trend towards high performance GPUs in TVs becoming a ‘must-have’ feature.

Imagination’s licensees in the consumer space include: Entropic, Intel, LG, MStar, MediaTek, Orca, Renesas, Realtek, SiS, Sigma Designs, Sony, Sunplus, ST Microelectronics and others. '

http://withimagination.imgtec.com/index.php/powervr/the-next-generation-smart-tv-from-lg-premieres-at-ces-2013-shows-off-powervr-series6-rogue-graphics (Confirms LG H13 chip using Rogue)

http://www.imgtec.com/News/Release/index.asp?NewsID=718

http://www.imgtec.com/News/Release/index.asp?NewsID=717

http://www.marketwatch.com/story/automotive-infotainment-re-defined-tis-jacinto-6-automotive-omaptm-processor-paves-the-way-for-an-unparalleled-in-vehicle-experience-2013-01-07

http://www.theverge.com/2013/1/10/3862538/qnxs-car-platform-2-0-1080p-display-lte-video-calling

http://ces.cnet.com/8301-34438_1-57562374/garmin-k2-platform-previews-the-dashboard-of-the-near-future/

http://www.prnewswire.co.in/news-releases/ittiam-unveils-next-generation-vcs-room-conferencing-with-audio-beam-forming-and-seamless-call-continuity-for-an-unmatched-video-calling-experience-in-living-rooms-185861452.html

http://www.engadget.com/2013/01/09/archos-tv-connect-hands-on/ (OMAP 4460)

http://gadgets.ndtv.com/tablets/news/panasonic-unveils-windows-8-pro-running-fz-g1-android-running-jt-b1-touchpads-315329

http://www.engadget.com/2013/01/07/alcatel-one-touch-scribe-hd/

http://www.engadget.com/2013/01/07/acer-announces-iconia-b1-a71/

http://finance.yahoo.com/news/highly-integrated-mips-based-tm-140000977.html   (Vivante replaced by IMG)

http://newsroom.intel.com/community/intel_newsroom/blog/2013/01/07/intel-delivers-broad-range-of-new-mobile-experiences
(Z2420 using SGX540 and Clovertrail+ Z2580 using SGX544MP+)

http://www.engadget.com/2013/01/08/lenovo-k900-intel-clover-trail/

http://www.pcper.com/news/Systems/CES-2013-Prototype-Intel-TV-System-Spotted-Imagination-Suite

http://finance.yahoo.com/news/mips-highlights-extensive-connected-entertainment-140000531.html

http://www.itproportal.com/2013/01/09/ces-2013-archos-97b-platinum-set-to-rival-ipad-4/

http://www.engadget.com/2013/01/04/velocity-micro-unveils-tiny-edge-mini-cruz-d610-and-q610/

http://www.eetimes.com/design/communications-design/4404880/Analyst-praises-Renesas-big-little-LTE-processor

http://www.sigmadesigns.com/uploads/library/press_releases/130107d.pdf

http://www.stericsson.com/press_releases/L8580_eQuad.jsp  (new NovaThor L8580 with SGX544MP+)

http://finance.yahoo.com/news/broadcom-powers-worlds-first-android-130300620.html

http://www.anandtech.com/show/6602/samsung-announces-exynos-5-octa-soc-4-cortex-a7s-4-cortex-a15s (interesting speculation from Anandtech on GPU inside new Samsung Exynos 5 Octa)

And then....
http://www.anandtech.com/show/6654/samsungs-exynos-5-octa-powered-by-powervr-sgx-544mp3-not-arms-mali