hmm 2

Sees '1 bn shipments of graphics per year in 2yrs or so, then multi billion a few years after that'

2-3 yrs time 100-150m units of comms IP per year

At higher end of chip market royalties are going up, at lowered going down.

He joked that last year analysts moaned we weren't in low end handsets, this year they Moab because ASP is slightly down as we're in low end handsets