Every device is a video player in the future - press your phone/tablet, video hits your screen. Current WiFi is not good enough, MIMO will allow this to happen and we have it now we have Hellosoft.
Caustic - Very strong patents in place, extremely complimentary, demos today will be prototypes running at a fraction of the speed (1/20) and is already same speed as current top end NVIDIA offerings.
Will be an add on to Rogue, not a replacement (20% hardware addition to give 'magic')
Using ray tracing massively reduces the cost to develop a new game (1/10 to 1/5 of the cost previously)
Follow Open RL and Brazil news to follow the progress.
IMG
Friday, 19 August 2011
Targets
Hit 250m off 48 chips, 115 in the mix altogether so obvious where 1bn is coming from.
'I can't imagine we would have <50% Market share of mobile phone Market by 2014.
Proceeded to do some maths and take the p1ss out of analysts, hard not to love this guy !
'I can't imagine we would have <50% Market share of mobile phone Market by 2014.
Proceeded to do some maths and take the p1ss out of analysts, hard not to love this guy !
Licensee relationships
Significant, on-going extended relationships with 99% of customers.
Hellosoft opening doors to customers 'like Verizon' around the world. !!!
LG and ST switched graphics to us, Fujitsu stitched fro in-house to us - shows the best OS what is needed.
Next generation graphics demand is 'immense' - we are having to slow down to meet the demand, basically we are holding back demand.
However - Rogue is about ready, but 'don't expect Rogue product next year, think more like 2013'- bit of a disappointment that one.
80+ chips out at the moment
Hellosoft opening doors to customers 'like Verizon' around the world. !!!
LG and ST switched graphics to us, Fujitsu stitched fro in-house to us - shows the best OS what is needed.
Next generation graphics demand is 'immense' - we are having to slow down to meet the demand, basically we are holding back demand.
However - Rogue is about ready, but 'don't expect Rogue product next year, think more like 2013'- bit of a disappointment that one.
80+ chips out at the moment
Smartphone TAM
Sees 50% base line Market share of total smartphone Market once the upcoming battles for supremacy are settled.
'I cannot overempahsise the design wins we have in the home consumer market' - very confident in this area
Mobile computing - 'we are the reference design for MULTIPLE generations of android platforms' !!!!! That's news folks
Also sees tablet and smart tv synergies coming
'I cannot overempahsise the design wins we have in the home consumer market' - very confident in this area
Mobile computing - 'we are the reference design for MULTIPLE generations of android platforms' !!!!! That's news folks
Also sees tablet and smart tv synergies coming
Sees Intel as being a bigger and bigger player in the tablet arena
as well as STBs.
Interesting that he sees Intel as taking tablet Market share rather than other ARM players - and we're in there.
Interesting that he sees Intel as taking tablet Market share rather than other ARM players - and we're in there.
Product cycle
Down to 1 yr from 3 for video and graphics.
New IP families introduced every 4 yrs or so with annual spins
Also, some new IP is not announced until almost to Market - stops competitors seeing what is coming too early.
Usual 'we operate across all platform' comments - heard it before, but good to keep hammering it out and maybe analysts will finally listen.
HY sees Nokia becoming an impoant customer with new Mobile Windows products !!
New IP families introduced every 4 yrs or so with annual spins
Also, some new IP is not announced until almost to Market - stops competitors seeing what is coming too early.
Usual 'we operate across all platform' comments - heard it before, but good to keep hammering it out and maybe analysts will finally listen.
HY sees Nokia becoming an impoant customer with new Mobile Windows products !!
PURE
Will be adding cloud applications and products in future so moving away from radio only products
HY is up - "New emphasis
On the company being silicon, software AND CLOUD - adding the cloud in, helped by Hellosoft purchase for comms
AGM 17 is underway
amid the usual multimedia issues...
2 hrs of fun and games to come before the serious business of demo room and general carousing gets underway
2 hrs of fun and games to come before the serious business of demo room and general carousing gets underway
Riders and runners to the starting gate
...and we're about to begin !
Tony King-Smith has his traditional 'Antipodean' patterned tie on, so Board stability remains intact despite the imminent departure of Trevor 'Lofty' Selby
Tony King-Smith has his traditional 'Antipodean' patterned tie on, so Board stability remains intact despite the imminent departure of Trevor 'Lofty' Selby
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