McLean begins with a profile of Imagination's Open GL ES 1.1, PowerVR MBX that powers the current iPhone (and many other mobile devices), and then gets into the next generation, 2.0, PowerVR SGX -- which brings the shaders, and the VDX core with its mobile HD video codec.
Putting the pieces together, including an unprecedented Samsung announcement that it will be manufacturing these technologies, Imagination's mysterious unnamed licensee, and the flexibility the newly acquired PA Semi gives them, design-wise, McLean (through some assumptive leaps, to be sure), paints a glowing picture of Apple's future gaming and video potential:
By gaining access to exclusive new generations of mobile graphics technology, Apple can differentiate its products from other smartphones and mobile Internet devices with an edge in performance while offering full support for industry standard OpenGL ES graphics. [...]
Whether this theory is ultimately proven true or not, I think the SDK event -- and its clear focus on games -- showed that Apple finally might just be taking the space seriously. What do you think?