Apple and Broadcom updates

Apple unveiled the iPhone 5c and iPhone 5s, as widely predicted, last night:

http://www.apple.com/pr/library/2013/09/10Apple-Announces-iPhone-5s-The-Most-Forward-Thinking-Smartphone-in-the-World.html

http://www.apple.com/pr/library/2013/09/10Apple-Introduces-iPhone-5c-The-Most-Colorful-iPhone-Yet.html

The 5s contains the new A7 (64-bit) chip, with support for Open GL ES 3.0 - presumably this implies a PowerVR Series 6 Rogue GPU (not confirmed yet) which is obviously great news for IMG. The graphics are said to be 'up to 2X' performance of the iPhone 5 .
The 5c uses the A6 processor, with SGX 543MP3 GPU.
Availability is from 20th September, including China and also NTT DoCoMo of Japan . DoCoMo of late has been using Qualcomm, instead of Renesas, for its smartphones so IMG will obviously increase market share once again in Japan.

In other important news Broadcom last week announced it had acquired the LTE-related assets of Renesas, in order to not miss out in this rapidly expanding market and 'catch-up' with market-leader Qualcomm.

http://www.broadcom.com/press/release_987090413.php

This is a really big deal for IMG in my view.
Broadcom will immediately enter the market with the EOS2 dual core LTE chip (this is the Renesas MP5232 platform, using SGX 544MP graphics, already carrier-validated) and have multiple Tier 1 customers lined up, including Samsung . Ramp-up will be Q4 '13/Q1 '14 and a quad-core version is in-design for production late 2014.
Broadcom inherits Power VR Series 6 Rogue with this deal.
Broadcom are already a major customer for MIPS and are thought to be an Ensigma licensee also. This deal should further deepen and broaden the relationship with IMG.
It also removes some of the uncertainty around the loss of future royalty volume via ST/E, Renesas Mobile and TI (mobile).


The IMG interim-management statement is on the 17th September, with the AGM (live blogged again by Ken) 3 days later.