Company / division: Imagination Tech
Apple GPU Supplier Imagination Tech Says Apple Plans to Build its Own GPU in 1-2 Years (Apr 3, 2017)
This already feels likely to be one of the biggest news items of the week (incidentally, you can now use the Like button below to vote for this post if you agree – the posts that get the most votes are more likely to be included in my News Roundup Podcast at the end of the week). There have been ongoing reports that Apple would like to build more of its own in-house technology, and GPUs have seemed at least a candidate given that Apple was said for a while to be mulling an acquisition of the company, and has been bringing Imagination Tech employees on board since the deal didn’t go ahead. The GPU obviously has a number of existing applications, but GPU technology has increasingly been used for AI and machine learning, so that’s an obvious future direction, along with Apple’s reported investment in AR. Apple’s ownership of its A-series chips (and increasingly other chips like its M and W series) is a key source of competitive advantage, and the deeper it gets into other chip categories, the more it’s likely to extend that advantage in these areas. This is, of course, also a unique example of Apple making a direct statement about a future strategy (albeit via a third party): as Apple is IMG’s largest customer, it had to disclose the guidance from Apple because it’s so material to its future prospects – the company’s share price has dropped 62% as of when I’m writing this.