Apple Q2

Yet another record-breaking quarter from Apple, with China sales getting the headlines on this occasion.Apple Watch is also off to a great start, with demand exceeding supply.

Q2:
iPhones: 61.2m
iPads: 12.6m

for the past 6 months we have:
iPhones: 135m
iPads; 34m

Earnings call:
http://seekingalpha.com/article/3107596-apples-aapl-ceo-tim-cook-on-q2-2015results-earnings-call-transcript?part=single

This, together with quite a few Chinese flagship phones being announced currently, featuring Mediatek MT6795, suggests there should be a recovery in GPU royalty volume at IMG .



In other news, IMG yesterday made the following MIPS-related announcement regrading its University Programme (IUP):

 Imagination Technologies (IMG.L) announces a revolutionary new offering as part of its Imagination University Programme (IUP) called MIPSfpga. Through MIPSfpga, Imagination is transforming CPU architecture education in universities around the globe by offering them free and open access to a fully-validated, current generation MIPS CPU in a complete teaching package. 

CPU architecture is generally taught as part of electronic engineering, computer science and computer engineering courses, and is based on MIPS or one of the other two major CPU architectures. Until now, what’s been missing from all of these courses is access to real, un-obfuscated RTL code that will enable professors and students to study and explore a real CPU. Imagination is changing that with MIPSfpga, bringing a new CPU architecture education paradigm to universities around the world.

http://www.imgtec.com/news/detail.asp?ID=979