It might sound like a dumb question, but why has it to be Apple? I mean most of the interested parties know by know that Apple has used IMG IP for its iPhone, which doesn't justify the re-newed secrecy. Anyone want to take any bets on something like SONY?
Well of course there is nothing concrete that points inextricably to Apple, but looking at various circumstantial evidence, I'd be extremely confident it is Apple.
Yes Apple iphone/itouch has IMG IP in it, but that came about as a result of Samsung licensing IMG IP, the royalities are paid by Samsung to IMG, there is no licensing agreement between IMG & Apple in that respect.
IMG have never publicily or even informally admitted to any relationship whatsoever with Apple, even though various sources have confirmed that MBX is referred to many times in the iphone SDK. Apple is notoriously secretive regarding its partners and technology. IMG are keen to refer to the N95, and various other Nokia and SE end products that have their IP in them via a licence agreement with their respective chip suppliers, but never utter a word about the iphone, except to cite the general "iphone effect". One would think they'd be keen to point to the iphone given its ultra high profile.
The agreement recently announced referred back to an initial licence agreement in July '07 with the same "electronic systems company". That announcement was for, at the time, IMG's "future video and graphics IP. The agreement now announced basically says that the licencee has access to pretty much eveything current and future that IMG designs. This means that IMG probably have no more legal requirement to ever make an announcement in relation to this licencee; if you have just said they are taking the rights to everything you are going to do for years to come, you never need to make another announcement again. This fits perfectly with Apples "minimal news" requirment.
finally, Apple has a known long range plan for things in mobile and "small format" that require top end graphics and video in an efficient manner. Steve Jobs is already on record in stating that their purchase of PA semi was for future iphone/ipod, and we can be sure that he was not being candid in giving us an exhaustive list of its uses. That necessitates the purchase of graphics and video IP to fit into the vaious Socs that will be designed by PAsemi.
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