Apple Q4

Apple released another record set of results last night for Q4;

http://seekingalpha.com/article/952971-apple-s-ceo-discusses-f4q12-results-earnings-call-transcript

Approx 45m iOS devices were sold:

iPhone 26.9m
iPad 14m
iPod Touch approx 3.5m
Apple TV 1.3m

This follows from approx. 48m iOS devices in Q3, giving a total for April-September of approx. 93m iOS devices. The IMG H1 period is May-October, and a royalty is counted from when the SoC ships (rather than when the OEM product is sold), so taking into account the iPhone 5 launch and other recent high profile announcements, we must be looking at >100m volume from Apple alone in IMG's H1 period.
Add to that the Mediatek ramp and other high shipping products (eg. Bezos revealed Amazon Kindle Fire HD is the no.1 global product on amazon.com) then the H1 royalty volume must be well north of 170m imo (vs. 126m for H1 2011/12). Many are now, justifiably, expecting the 500m barrier to be smashed for FY.