IMG

IMG

Thursday, 24 January 2013

Apple Q1 2013

http://seekingalpha.com/article/1129431-apple-s-ceo-discusses-f1q-2013-results-earnings-call-transcript?part=single

The numbers (from IMG perspective):

iPhones 47.8m
iPad 22.9m
iPod 12.7m (>50% Touch)
Apple TV 2m

Over 75m iOS devices in total for the quarter.
From April-December 2012 this gives approx. 170m iOS devices. Adding this to the continued Mediatek ramp (and all the other stuff !) IMG remain on track for well north of 500m royalty volume in the FY.
Near-term we have the Blackberry 10 launch (OMAP 4470) and then MWC where no doubt there will be multiple major SoC and product wins announced.

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