Lazy8s said:
The PR states that the SoCs will be produced by actual semiconductor companies, so Apple would just be commissioning a custom design as is a standard approach for a big customer like them.
Then those companies are the ones that need to have a license. Apple doesn't need a license in that case, and there is no reason for them to have one either.
Rob Evans said:
Clearly it's for the SGX, as "next generation graphics" is how IMG have consistently referred to it (MBX being the current generation).
I agree it's most likely SGX, as this is indeed how they have referred to it frequently. I had mistakenly assumed it could not be given that no licensing contract in the last year or so refers to it as the 'next-generation' and that it was already confirmed to be in the OMAP3, but upon further consideration, it's probably a SGX derivative anyway... Although it might be an unannounced member of the family.
I think it's pretty obvious the licensee is Apple
As I said, that's far from obvious to me!
not even Intel or TI could stop IMG naming them when they licensed IP from them.
I don't think the company is the only consideration regarding what can or cannot be reveiled. I think the target product has just as much to do with it. In certain markets, products are preannounced significantly in advance, and the partners are unveiled then - you simply cannot say you're involved in the project until the company has agreed to confirm its existence.
It seems Apple have decided to license directly, which presumably has the advantage that they won't be tied to one semiconductor manufacturer
Apple cares about the quality of their products more than whether they can save an extra $5 by outsourcing less of the work. They have a profit of $300+ per iPhone anyway; why would that extra $5 make sense for them when it *very* significantly increases their risks? It could cause both delays (since they can no longer change supplier when their favoured one fails to deliver) and simply inferior solutions (what makes you think Apple has such amazingly great engineers that their SoCs can be superior to everyone else's?)
for the iPhone they have to buy from Samsung, because it is they that have the MBX license.
Well, they're probably buying from Samsung because Samsung has a complete SoC with a MBX on it, that it is cost and power-efficient, and that Samsung is willing to bundle it with DRAM and NAND. It seems very unlikely to me that the MBX is a discrete chip manufactured by Samsung.
though as Lazy8s speculated there are other potential product areas.
While I don't disagree that this might make a little bit of sense for the Apple TV by example, I once again fail to see how this puts Apple at an advantage. It seems to be more of a disadvantage to me, given that they already have high margins, so this would just increase their risks, IMO.
Also, where are the hardware engineering teams that would have to develop such a SoC? Surely there would be trillions of rumours about how Apple is trying to hire chip designers, no? Or am I missing something?