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Apple Drops Imagination

Can Imagination survive without Apple?
4/3/2017 01:51 PM EDT
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jamestate
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Freelancer
Re: ...
jamestate   4/5/2017 2:05:39 AM
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The Chinese should be interested. Remember that sometime ago they made a MIPS based CPU design but they had issues with processor patents. They don't have enough GPU IP either. Another company which could be interested, if it was cheap enough, would be Intel since they're the only major licensor of Imagination tech left.

I think Imagination can still survive if they cut staff to the bone and reduce their licensing fees to be competitive in the low and mid range segment but as a shadow of itself. I did not expect Mali would pickup share so easily. That was what killed Imagination more than anything else.

 

realjjj
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CEO
...
realjjj   4/4/2017 5:40:18 AM
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The interesting part is who will buy Imagination. The stock tanked, their costs are too high without Apple revenue so it can be bought at a discount now.

Samsung has also been rumored to be developing their own GPU but, just like Apple, they could still make a move given the lower valuation. China would love to buy it for sure, Tsinghua already owns a small stake but maybe Huawei could consider it too. Folks like Mediatek or even Amazon and Google could also find reasons to make an offer.

lcovey
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Shades of Wolfson
lcovey   4/3/2017 6:27:47 PM
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Same thing happened to Wolfson Microelectronics. We warned them that Apple was moving in a new direction back in 2005 and they told us to keep putting out press releases and not worry about customers. https://www.linkedin.com/post/edit/anybody-listening-you-probably-lou-covey

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