Link to Fudzilla article by Nermin Hajdarbegovic
The biggest winner, however, was not ARM or Qualcomm. It was Vivante, which had an 0.3 share last year, but ended the first half of 2013 with a 9.8 share. Vivante IP is used in a growing number of SoCs, but the company doesn’t get much coverage as most of its clients are focused at non-consumerish, embedded markets.
Vivante currently provides GPU tech for Marvell, Freescale, Rockchip and the only big consumer product we can think of with a Vivante GPU is Google’s Chromecast, which packs a Marvell DE3005 SoC and Vivante GC1000 graphics.
What’s in store for the second half of the year and beyond?
We believe Imagination will rebound with Rogue and Nvidia has a chance to make up some lost ground as more T4/T4i designs emerge. However, when Nvidia starts licensing Maxwell IP to other SoC builders, it could gain share overnight. Furthermore, if that triggers a response from AMD we could see the old green-red rivalry extend to the mobile space and who wouldn't want to see that happen? (Imagination, ARM, Qualcomm, Vivante. Ed)
Also, here’s an interesting statistic. The market for SoCs with GPUs grew 81 percent from the first half of 2011.