Apple Q3

Apple announced Q3 last night:

http://seekingalpha.com/article/745271-apple-s-ceo-discusses-f3q12-results-earnings-call-transcript?part=single

For IMG, the relevant numbers are:
iPhone 26m sold
iPad 17m sold
iPod Touch - approx 3.5-4m sold
Apple TV 1.3m sold

Giving a total in region of 48m IMG'd devices for the quarter. The comparable figure this time last year was 33m, so pretty healthy advance there for IMG.
Last year, the volume figure for iOS devices in Apple's Q4 was little changed from Q3, due to October release of iPhone 4S, so there is little to suggest things will be different this time round unless there is an earlier release of iPhone 5 (or other rumoured devices). IMG's H2 will be huge due to iPhone 5 roll-out and anything else Apple have up their sleeve.
The big difference this time for IMG's H1 though is the Mediatek ramp, at 15-20m per quarter. There is also greater breadth of new SoCs being released (eg. SiS, Sigma, Realtek) in H1.