More from AGM

Another excellent AGM , with wonderful hosting by Susi Barrett (communications director) and her team. Great to catch up and get insight from fellow Imagineers like Dave Sweenoid, Roninja, Ken Hammerd ( superb liveblogging BTW), Blueflame, Brooky, Newtona, Goodgrief, Gez, Rog and co.
Hossein and the top management were quietly confident and assured , leaving attendees in no doubt that IMG are firing on all cylinders but have no intention of resting on their laurels.
I will just add a few bits which came from discussion with management.

Firstly it is worth reiterating that things are just fine with Intel. We'll be in the smartphone solutions whilst the Intel in-house graphics will take the PC/laptop slots - in between that (ie. tablets etc) there will be a mixture of the two.
Regarding the DTV market a couple of new things. Firstly, we will soon see the first results of the MStar SGX 5XT deal from last year, indeed certain large TV companies are specifying the IMG Graphics core instead of the Mali-based MStar cores. Won't be too long before the IMG'd Mediatek DTV cores are also shipping. Due to IMG's excellent relationship with both Mediatek and MStar, the merger is not a concern.
The Mediatek/MStar merger has also meant increased  '2nd supplier business' for global DTV no.2 and IMG partner Sigma Designs. Smaller but important suppliers like SiS Inc.are also starting to ship IMG-based smart TV cores
Sony are also utilising SGX 5-XT cores in their nex-gen DTVs.
Add all of this together and the inevitable conclusion is that IMG will be a dominant graphics force in DTV/SmartTV soon enough. STBs are also a huge target market for IMG.

TKS was delighted about the specific mention of PowerVR graphics by Amazon/Jeff Bezos in the new Kindle Fire HD adverts (see recent post). IMG have a good relationship with Amazon.
I was happy to hear things are going well with LG (currently use Qcom mainly), I'm expecting good things from that partnership.
IMG are anticipating >50% market share in the upcoming Windows 8 (smartphones/tablets) market via their key partners eg. TI, Intel, STE, Samsung.