Imagination Technologies Stories Today

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Imagination Technologies, the British company that designed the graphics chips used in iOS devices, has put itself up for sale.

Apple currently pays Imagination 30 cents per device in the form of patent royalties on its graphics chip designs, but warned the company back in April that it planned to start using its own chip architecture within the next two years.

The impact of that notification was both immediate and dramatic …

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Imagination Technologies Stories May 10

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Imagination Technologies, the company behind the PowerVR GPU tech seen in Apple’s AX chips, has announced the first chip based off of its new Furian architecture. The PowerVR Series8XT GT8525 introduces significant enhancements in mobile graphic performance. The very type of performance that could find a home in future devices that have a focus on AR/VR requirements…

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Imagination Technologies Stories May 4

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Following yesterday’s news that Qualcomm is seeking an import ban on iPhones as part of its patent royalty dispute with Apple, Imagination Technologies has filed a formal dispute over its own licensing arrangements with the iPhone maker …

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Imagination Technologies Stories April 19

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Following Apple’s announcement that it expected to stop using Imagination Technologies’ GPU designs in iPhones and iPads within two years, UBS has put together a forecast of the financial impact.

UBS predicts that Apple will initially reduce the royalty rate it pays on each iPhone and iPad produced to just ten cents per device before ceasing payments altogether after two years …

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Imagination Technologies Stories April 14

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Update: The WSJ reports that Apple is withholding licensing fees from Qualcomm pending resolution of the legal dispute between the two companies. A source estimates that Apple accounts for around 12% of the company’s total revenue. Qualcomm’s share price is down 19% so far this year.

We saw recently the impact on the share price of Imagination Technologies when Apple announced that it expected to stop using the company’s GPU tech within two years. The stock plummeted by 70%, reducing its market valuation by hundred of millions of dollars.

Not surprising when it turns out that royalty payments from Apple on the company’s chip designs forms almost half of the company’s income – and it is not the only company to be so heavily dependent on Apple’s business …

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Imagination Technologies Stories July 5, 2016

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Digitimes report claims that Apple suppliers are facing pressure from Apple to reduce costs, with major players like Foxconn and Pegatron affected. Apple is in some cases adding suppliers into the mix to help drive down pricing. It was recently reported that Sharp was gearing up to compete with Samsung and LG for the OLED displays Apple is expected to use for future iPhones.

Currently, Largan is facing strong competition from Japan-based Kantatsu over camera module orders, while Foxconn and Pegatron are seeing Apple adding new ODM partners such as Wistron for the production of its new iPhone.

Taiwan’s printed circuit board (PCB) players are also competing aggressively over Apple’s orders by cutting prices.

A major British supplier has also just posted the largest loss in its history …

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