|Imagination Technologies Group
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||Market Cap (m)
|Technology Hardware & Equipment
Imagination Technologies Share Discussion Threads
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|As 'Hard' Brexit is a term introduced by those who voted to stay in the EU, as a description that most closely describes what the majority voted for - I expect she will be confirming it, so no surprise!!!|
|Brexit speech from the PM tomorrow. If she outlines a 'hard' Brexit, then the £ drops much further, and img becomes ever more competitive, and becomes less expensive for any overseas firms contemplating a potential takeover.|
|So thats where the ARM buy cash came from? So if I can bet on IMG share price in a year or so I will get enought to buy a new Roller and I don't even need to sell IMG shares. Gravity doesn't exist?
"There, Mr. Misra and other executives, including Chief Financial Officer Alok Sama, have made even simple deals complex in pursuit of an edge. For example, rather than sell Alibaba shares to finance its takeover of ARM, SoftBank raised money based on the future value of those shares"
|Interesting article on the new AMD Vega graphics architecture. Sounds like it uses Tile Based Deferred Rendering (might it infringe IMG IP??):
"AMD is significantly overhauling Vega's pixel-shading approach, as well. The next-generation pixel engine on Vega incorporates what AMD calls a "draw-stream binning rasterizer," or DSBR from here on out. The company describes this rasterizer as an essentially tile-based approach to rendering that lets the GPU more efficiently shade pixels, especially those with extremely complex depth buffers. The fundamental idea of this rasterizer is to perform a fetch for overlapping primitives only once, and to shade those primitives only once. This approach is claimed to both improve performance and save power, and the company says it's especially well-suited to performing deferred rendering.
The DSBR can schedule work in what AMD describes as a "cache-aware" fashion, so it'll try to do as much work as possible for a given "bundle" of objects in a scene that relate to the data in a cache before the chip proceeds to flush the cache and fetch more data. The company says that a given pixel in a scene with many overlapping objects might be visited many times during the shading process, and that cache-aware approach makes doing that work more efficient. The DSBR also lets the GPU discover pixels in complex overlapping geometry that don't need to be shaded, and it can do that discovery no matter what order that overlapping geometry arrives in. By avoiding shading pixels that won't be visible in the final scene, Vega's pixel engine further improves efficiency."
"AMD thinks that this rasterizer will help performance in situations where the graphics memory (or high-bandwidth cache) becomes a bottleneck, and it'll also save power even when the path to memory isn't saturated"|
|Forgive me if I am incorrect, but haven't img 'recently' recruited senior staff with a background working for ARM? If so then perhaps, or most probably, img have taken on board their experience, particularly on pricing?|
|Perhaps they do have to reduce the license fee , but it that gets img ip into android phone socs like the X30 then it will be worth it in the long run for many reasons,
We will get comparison on android phones between img GPus and others.
IMG GPU starts getting press coverage outside apple
Royalty numbers stop falling and market share increases.
Img are seen as being more than an apple supplier.
I still take comments by img management with a large pinch of salt, however if the comments are backed up by licences and socs during 2017 then perhaps something very important has changed.
IMG statements and comments having some value.
Time will tell.|
|Success must equate to lower price licenses for the lower end cores ?|
|JR, worth recalling this comment from the interims CC:'for mobile, our focus is certainly there in terms of graphics and multimedia with PowerVR certainly growing market share in mobile, particularly in the mid-tier markets, where the Series8XE has being seen to getting a lot of design wins and proven to be very successful. It's been the most successful product launch that we've had as a business so far.'|
|Liberium note today has a price target of...325.
mind you, Credit Suisse doesn't like us their target is 125.|
|From the article: "We’re seeing unprecedented uptake of our XE series of cores for cost sensitive applications" Hey, does that mean that someone bought a license?? ;-)|
|"PowerVR Series8XE Plus is the new product family for CES. Without giving too much away 8XT is coming soon though..." David Harold.|
|Dear all, thanks for the links (26677 hru 26682) on IMG tec (MIPS,POWER VR); interesting and looks to be commercailly fruitful for IMG.|
|Seems like no 8XT announcement at CES, possibly later in the month?|
|MIPS I6500 CPU sub-system with NetSpeed's Gemini IP provides highly efficient processing for vision applications
BT and MediaTek Collaborate to Deliver Total Wireless Connectivity for the Home, and Connected World
MT7621 is MIPS based.|
Blackberry/Renesas automotive collaboration|
|interesting blog from our friends and customers at bluwireless
|AMD already supports RT on its top end workstation cards for graphics professionals so presumably the IMG RT solution would just be a more elegant way of speeding it up 'under the covers' instead of using the existing 'brute force' approach implemented on a standard graphics card. I am uncertain about prospects for mass market adoption though. Perhaps if all AMD cards supported RT then software developers could reduce game development costs by using RT rather than standard raster graphics. It is a chicken and egg situation that requires the hardware to support it before developers will commit to it or vice versa.|
|Interesting thoughts timbob2000. The downside of that approach although it does get IMG RT"out there" the pace of adoption would be pretty slow, as it requires independant software developers to decide to committ to use the functionality on the board, assuming it's just extra functionality on a standard PC board.
Console / Apple licence would mean that the tech would be used immediately.
If AMD/Nvidia see it as a useful addition, I'm imagined they would look to buy the tech in totality/license exclusively, they'll hardly want to act as a pathfinder, and then allow IMG to license on different platforms. In that scenario, they would see it as leverage to get into markets they currently are not in. There have been rumours that AMD are looking to get back into mobile, although AFAIK they don't have any suitable mobile graphics IP.|
|One wonders what the new hard-nosed management saw in RT that persuaded them it was worthy of retaining, not least as it's still some way off any potential return...something we don't know about perhaps?
They ain't held back thus far on pruning the dead wood that's for sure.|