IMG

IMG

Tuesday, 29 October 2013

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/





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