The Innovator's Dilemma Dagger Aimed at AMD and nVidia's Heart
January 16, 2012
There is one semiconductor company that for the last 3 years has outperformed ARM and more than doubled in stock price relative to Apple. They are everywhere but barely known to most. The success of this company in the coming year though could result in the leveling of AMD and nVidia as they try to adjust to the economics of the mobile Tsunami, which means the commoditization of application processors. The company is Imagination Technologies, whose graphics IP is in many mobile processors including Apple’s ARM family and Intel’s latest Atom processors.
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