It went on a bit, expressed disappointment with the level of communication of the downside stuff over the past 18 months and the lack of successful forecasting. SHY said its easy to underestimate from the outside how serious the waves were through the exits of the big semis.
Doesn't accept they could have done any different.
Asked where the old SoC table went - claims they can't do it any longer as they simply don't know. I don't 100% buy this as they must have some idea but he says they can't just knock out a table when they can't give real numbers, so he has a point I guess.
Asked how it is that there is now 100+ licensees only generating £38m. Answer is that whereas previously there were only a small number of licensees paying more there are now far more licensees paying less but making it easier for many more people to be able to make SoCs - thus hopefully evening out the peaks and troughs a little if some end up sinking without trace or leaving the market entirely.
I asked if they felt the business model (developing major IP categories with a view to high value licensing to an initial limited number of customers) was now out of date as most of them have now disappeared. Was basically referred to the previous answer as eg RT is expected to be able to go to many more smaller companies.
Again reiterated that he saw the first implementations in a "console or console type product" for which I can only read an Apple TV type of product as the mainstream consoles are now largely PC type product based with add in cards, yet RT seems only now to be designed for a mobile chip type of deployment.
No comments:
Post a Comment