Apple Q4

Apple announced Q4 last night:

http://seekingalpha.com/article/1780172-apples-ceo-discusses-f4q-2013-results-earnings-call-transcript

iPhone  33.8m
iPad 14.1m
iPod 3.5m
Apple TV not disclosed

All in that's another 48-50m volume for IMG (similar to Q3)
Given the strong iPhone 5s sales it looks like the royalty volume via Apple for IMG's H1 will be around 110-120m. I would also expect around 100m via Mediatek (including tablet and DTV SoCs), beyond that I don't really have a feel for the size of IMG H1 royalty volume (excluding MIPS). Last H1 was 237m vs. 298m in H2, so I would guess at around 300m (ex-MIPS) this time round, given developments/progress.

A couple of interesting charts courtesy of ZDNet, obviously we will be hoping for new peaks in Q1.

http://www.zdnet.com/apple-q4-13-hardware-sales-7000022536/

Apple unveils new iPads

As expected, Apple refreshed its iPad line-up yesterday with the iPad Air and iPad Mini with Retina Display.  Both utilise the A7 processor featuring PowerVR Rogue :

http://www.apple.com/pr/library/2013/10/23Apple-Announces-iPad-Air-Dramatically-Thinner-Lighter-More-Powerful-iPad.html

So Apple are now using 3 devices with Rogue graphics.

This has to be the best graph of the night !
That original iPad used SGX535 (A4 chip) of course, so we've come a long way.

I was hoping for some Apple TV news but perhaps too early for that.

In other news, Imagination announced the first MIPS Warrior cores P5600 (no lead partners announced though):

http://withimagination.imgtec.com/index.php/mips-processors/mips-p5600-series5-warrior-cpu

From discussions at the AGM and other research, the plan for MIPS  seems to be to catch a 'big fish' then hopefully the other semi players will follow suit. For my money that biggie will be Mediatek - given the recent license announcement with ARM that might sound odd, but watch this space.....