First and foremost we use our patents to protect ourselves and our customers.
What our patents do is protect our customers from litigation from 3rd parties.
Where potential infringements are seen that are peripheral or marginal it's not worth chasing as you are seen as eager litigators. Where it is thought that Market share is being unfairly leveraged and gained by using our patents then we will protect them.
IMG
Friday, 19 August 2011
Can you expand on the relationships with our important customers ?
We have better relationships with our customers now than ever before. We even still have hopes for our up and down relationship with certain Korean customers.
And Dave takes the stage !
sporting his ear ring, tattoo AND a logo t-shirt.
What a guy :-)
Q & A sesh about to start - once we can get Dave off ha ha !!
What a guy :-)
Q & A sesh about to start - once we can get Dave off ha ha !!
Demand
Pipeline has NEVER been this strong. Past 18 months has been consistently increasing - now 15-20 sales people flying the world selling the business around then globe, contributing to influx of new unheard of licensees.
Integration of new businesses will be complete within 6 months.
Speaks very highly of Hellosoft guy - new IMG USA chief - Krishna and his exhaustive contacts.
PURE is really a pretty profitable business, it is just loaded with extra costs at the moment as investment in the new services and cloud apps are worked on.
Integration of new businesses will be complete within 6 months.
Speaks very highly of Hellosoft guy - new IMG USA chief - Krishna and his exhaustive contacts.
PURE is really a pretty profitable business, it is just loaded with extra costs at the moment as investment in the new services and cloud apps are worked on.
PURE
Still loves the biz, sees it as the key mover to cloud based services in addition to the growing worldwide markets.
Cloud strategy will involve monthly payments for certain services (something he spoke passionately about a couple of yrs ago, now getting v close to release).
New Spotify-like service coming.
And HY is leaving the lectern.
Boring number stuff about to come out from the new suspiciously tall CFO. It must be something in the public school water or something. Doesn't have the gravity of old TS, maybe it's just the relative lack of inches.
Cloud strategy will involve monthly payments for certain services (something he spoke passionately about a couple of yrs ago, now getting v close to release).
New Spotify-like service coming.
And HY is leaving the lectern.
Boring number stuff about to come out from the new suspiciously tall CFO. It must be something in the public school water or something. Doesn't have the gravity of old TS, maybe it's just the relative lack of inches.
Trends
Out of 250m sales, graphics = 200, video = 100, so lots have both.
Central to Apple, Android and Winphone platforms, biggest ecosystem, most efficient/powerful, excellent ongoing relationships.
OpenCL once again emphasised due to higher scalability of GPU's - GPGPU, image processing, analysis, physics, data analysis
Video and V.VOIP future. LTE within 5-10 years, all voice and video will be IP
Future is programmable communications, adding in RPU (radio processing unit) as component on SoC's - like CPU, GPU
Check out the flow slide, interesting stuff - cloud apps include security, healthcare, etc
Central to Apple, Android and Winphone platforms, biggest ecosystem, most efficient/powerful, excellent ongoing relationships.
OpenCL once again emphasised due to higher scalability of GPU's - GPGPU, image processing, analysis, physics, data analysis
Video and V.VOIP future. LTE within 5-10 years, all voice and video will be IP
Future is programmable communications, adding in RPU (radio processing unit) as component on SoC's - like CPU, GPU
Check out the flow slide, interesting stuff - cloud apps include security, healthcare, etc
Hellosoft and Caustic
Every device is a video player in the future - press your phone/tablet, video hits your screen. Current WiFi is not good enough, MIMO will allow this to happen and we have it now we have Hellosoft.
Caustic - Very strong patents in place, extremely complimentary, demos today will be prototypes running at a fraction of the speed (1/20) and is already same speed as current top end NVIDIA offerings.
Will be an add on to Rogue, not a replacement (20% hardware addition to give 'magic')
Using ray tracing massively reduces the cost to develop a new game (1/10 to 1/5 of the cost previously)
Follow Open RL and Brazil news to follow the progress.
Caustic - Very strong patents in place, extremely complimentary, demos today will be prototypes running at a fraction of the speed (1/20) and is already same speed as current top end NVIDIA offerings.
Will be an add on to Rogue, not a replacement (20% hardware addition to give 'magic')
Using ray tracing massively reduces the cost to develop a new game (1/10 to 1/5 of the cost previously)
Follow Open RL and Brazil news to follow the progress.
Targets
Hit 250m off 48 chips, 115 in the mix altogether so obvious where 1bn is coming from.
'I can't imagine we would have <50% Market share of mobile phone Market by 2014.
Proceeded to do some maths and take the p1ss out of analysts, hard not to love this guy !
'I can't imagine we would have <50% Market share of mobile phone Market by 2014.
Proceeded to do some maths and take the p1ss out of analysts, hard not to love this guy !
Licensee relationships
Significant, on-going extended relationships with 99% of customers.
Hellosoft opening doors to customers 'like Verizon' around the world. !!!
LG and ST switched graphics to us, Fujitsu stitched fro in-house to us - shows the best OS what is needed.
Next generation graphics demand is 'immense' - we are having to slow down to meet the demand, basically we are holding back demand.
However - Rogue is about ready, but 'don't expect Rogue product next year, think more like 2013'- bit of a disappointment that one.
80+ chips out at the moment
Hellosoft opening doors to customers 'like Verizon' around the world. !!!
LG and ST switched graphics to us, Fujitsu stitched fro in-house to us - shows the best OS what is needed.
Next generation graphics demand is 'immense' - we are having to slow down to meet the demand, basically we are holding back demand.
However - Rogue is about ready, but 'don't expect Rogue product next year, think more like 2013'- bit of a disappointment that one.
80+ chips out at the moment
Smartphone TAM
Sees 50% base line Market share of total smartphone Market once the upcoming battles for supremacy are settled.
'I cannot overempahsise the design wins we have in the home consumer market' - very confident in this area
Mobile computing - 'we are the reference design for MULTIPLE generations of android platforms' !!!!! That's news folks
Also sees tablet and smart tv synergies coming
'I cannot overempahsise the design wins we have in the home consumer market' - very confident in this area
Mobile computing - 'we are the reference design for MULTIPLE generations of android platforms' !!!!! That's news folks
Also sees tablet and smart tv synergies coming
Sees Intel as being a bigger and bigger player in the tablet arena
as well as STBs.
Interesting that he sees Intel as taking tablet Market share rather than other ARM players - and we're in there.
Interesting that he sees Intel as taking tablet Market share rather than other ARM players - and we're in there.
Product cycle
Down to 1 yr from 3 for video and graphics.
New IP families introduced every 4 yrs or so with annual spins
Also, some new IP is not announced until almost to Market - stops competitors seeing what is coming too early.
Usual 'we operate across all platform' comments - heard it before, but good to keep hammering it out and maybe analysts will finally listen.
HY sees Nokia becoming an impoant customer with new Mobile Windows products !!
New IP families introduced every 4 yrs or so with annual spins
Also, some new IP is not announced until almost to Market - stops competitors seeing what is coming too early.
Usual 'we operate across all platform' comments - heard it before, but good to keep hammering it out and maybe analysts will finally listen.
HY sees Nokia becoming an impoant customer with new Mobile Windows products !!
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