Imagination Technologies Share Discussion Threads

[primitive] 18/1/2017 20:26

Interesting guest speaker.

[sweenoid] 18/1/2017 08:52

Well on reviewing and re-reading the press release I can't share Robs pessimism ;-)

S

[bukko] 18/1/2017 00:45

Adding a little more "colour" as an analyst might say!

[jamesrowe] 17/1/2017 20:19

More on the announcement:

[nearlythere] 17/1/2017 19:17

i am sure the engineering teams have,once again, produced the best mobile GPU.
The question is do we have a management team that have the professionalism to convert it into licenses, socs and profit. I remember the " game changing" series 6 and series 7 being described in similar ways but it did not stop management failures causing a collapse in licenses, profits and market share.

When (if )we get statements from major customers or img stating actual licenses and socs spec, those are statements worth reading.

[rob_evans] 17/1/2017 18:20

It pains me to read a press release like that and reflect on how many times I got sucked in, thinking if the IP had best performance AND lowest area then it must sell like hot cakes. Well obviously it will, it's self-evident isn't it?

After far too many disappointments, I now realise that there is only one metric that matters - how many licenses are signed!

I'd have saved myself a lot of money if I'd only realised that simple fact a bit earlier.

[taffy100] 17/1/2017 16:48

17th January 2017
Imagination’s new PowerVR GPUs deliver leading performance in lowest area for mid-range markets

[sweenoid] 17/1/2017 15:37

Orkney -economists have been wrong about every single metric for over a year now
You name it they got it wrong,
Wasn't just today's reaction ( fully figured in before the event and dissed after)
Today they massively got the UK inflation figure wrong

Why any of those bozo's are still employed is beyond my understanding, I am amazed you still believe the gobshi*e we are fed on a daily basis

;-)

Let's hope we have something tangible to talk about with IMG soon, if they don't come up with those new GPU's they promised at CES by the 31st it won't be a good omen, I believe we might actually be positively surprised
S

[orkney] 17/1/2017 14:27

I'm surprised, after the PM's speech, that the £ has actually risen against the euro. Still, it's early days!?

[adventurous] 16/1/2017 17:00

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!!!

[orkney] 16/1/2017 12:09

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.

[colsmith] 11/1/2017 08:56

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"

[jamesrowe] 09/1/2017 13:39

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"

[orkney] 06/1/2017 16:17

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?

[nearlythere] 06/1/2017 15:57

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.

[roninja] 06/1/2017 13:53

Success must equate to lower price licenses for the lower end cores ?

[primitive] 06/1/2017 13:47

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.'

[twatcher] 06/1/2017 12:37

Liberium note today has a price target of...325.



mind you, Credit Suisse doesn't like us their target is 125.

[jamesrowe] 06/1/2017 10:51

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?? ;-)

[roninja] 06/1/2017 07:40

"PowerVR Series8XE Plus is the new product family for CES. Without giving too much away 8XT is coming soon though..." David Harold.

[colsmith] 05/1/2017 18:38

Dear all, thanks for the links (26677 hru 26682) on IMG tec (MIPS,POWER VR); interesting and looks to be commercailly fruitful for IMG.

[roninja] 05/1/2017 17:40

Seems like no 8XT announcement at CES, possibly later in the month?