Apple Q3, and other things

Apple released Q3 earnings last night. For IMG, the relevant numbers were:

iPhones: 31.2m
iPad 14.6m
iPods (all) 4.5m

iPod Touch is usually around 50% of the total iPods, so gives a total 'IMG volume' for the quarter of around 48m (some Apple TV also).
The iPhone number was around 5m more than analysts were expecting, they have been expecting Apple to show the same high-end slowdown evident with the likes of Samsung (Galaxy S4) and HTC . Some analysts (eg. Liberium) used this expectation of Apple iPhone slowdown to reduce royalty volume predictions for IMG. They have been proved incorrect.
Conference call is here:
http://seekingalpha.com/article/1566012-apple-inc-aapl-ceo-discusses-f3q-2013-results-earnings-call-transcript?part=single

There was the usual stuff about 'new amazing products' to come in the fall and across 2014. People are expecting more than just a refresh of iPhones/iPads etc. this time round.

Other things

1. Yesterday IMG suffered a huge (10%+) fall in SP on large volume . This followed a PR from Samsung LSI revealing the next iteration of Samsung Exynos 5 Octa (5420) would come with a Mali T-628 (6 core). This news was hardly unexpected, given that the majority of Samsung LSI's Exynos design teams use Mali, whilst only one team uses PowerVR (to my knowledge). However, bear-side analysts and also the media portrayed it as a 'switch' back to Mali and a loss for PowerVR. The shorters dived in and the result was brutal for IMG's already fragile SP.
In fact, volumes for Exynos Octa are fairly small, whilst Samsung LSI itself accounts for only around 30% of Samsung Mobile volumes (Qualcomm are the no.1 supplier to Samsung Mobile).
Fortuitously for ARM the Samsung LSI pr came out just in time for ARM Q2 results to give it a nice mention (coincidental ?) in the statement. Also worth mentioning the prominence given to Mali in the Samsung LSI pr for Exynos 5420, whilst Imagination was not even mentioned when the original 5410 Exynos was released (at CES 2013).
This is the 2nd time that a Samsung LSI pr has resulted in +10% SP loss for IMG (1st time was back at MWC some years back - IMGers will remember it well). Not good.

2. Mediatek Q2 results are out next week (Friday) - Q1 and Q2 have been all IMG (MT 6589 done very well) but we can expect Q3 and Q4 to be shared with Mali - MT 6572, 6582 (feature phones) and almost certainly MT6592 (octo-core) will be released, using Mali 400 and Mali 450 it seems (low end GPUs) for now. MT6588 (Power VR) will also be released.
The MT8135 featuring Rogue graphics will also be released (for tablets) and it is hoped that when the likes of Anand get hold of product, it should be a 'game-changer' as HY puts it. It needs to show obvious and large performance and power advantages over the current king (Adreno 330) and the latest Mali cores.