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 April 19
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 …
Imagination Technologies Stories April 14
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 …
Imagination Technologies Stories July 5, 2016
A 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 …
Imagination Technologies Stories March 22, 2016
Update: In a statement to CNBC, Apple has confirmed it is not planning to make an offer for Imagination Technologies. It did however hold some talks with the company about undisclosed topics.
ArsTechnica is reporting that Apple is in ‘advanced talks’ to acquire Imagination Technologies, makes of the PowerVR mobile GPU designs Apple licenses for its A9 and A9X SoCs. The company declined comment about any such acquisition of course. Apple began using Imagination Technologies GPUs since the Apple A4 chip. Rumors have been bubbling in recent years that Apple will eventually start designing its own mobile GPUs, in the same way it designs custom CPU silicon today. An acquisition of Imagination Technologies would be a clear signal the company is moving in that direction.