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Johnc1
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re: Imagination profits soar on GPU strength
Johnc1   6/21/2012 10:06:31 PM
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Can someone explain the graphic market and why imagination is doing so well. Is there design lower power? Is there a software ecosystem? I saw even Qualcomm licensed imagination? Was Qualcomm's graphic design not as good or was i agination needed to possible win apple business due to iOS software ecosystem?

Peter Clarke
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re: Imagination profits soar on GPU strength
Peter Clarke   6/21/2012 11:54:19 AM
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Yes they are doing well. IP market has very long lead time...Imagination is reaping the benefit of good work done 2000 to 2010 and shareholders' patience over the same period. I think they are continuing to do good work but ARM is going to make a massive effort to catch them up. ARM already has about one-sixth the unit shipments per time period.....will be interesting to try and get a check at the end of the year. ARM is expecting more than 100 million Mali units while I reckon Imagination could do more than 400 million IP units all told...not sure how many would be PowerVR

elctrnx_lyf
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re: Imagination profits soar on GPU strength
elctrnx_lyf   6/21/2012 11:19:04 AM
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Good to see Imagination is on positive trend.

timbroadfoot
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re: Imagination profits soar on GPU strength
timbroadfoot   6/21/2012 9:00:21 AM
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This is really good news for the British technology sector. Let's hope they can continue their strong performance if China starts to decline as some predict. Cheers Tim www.mec-contractors.com



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