It is believed that Apple has extended their deal with Imagination Technologies that will see the chipmakers graphic cores in future multi-touch mobile phones for years.
Imagination Technologies has announced an “international electronics systemscompany” has linked a “multi-year, multi-use license” extension which enables the firm to access its broad portfolio of current and future PowerVR graphics and video IP cores.
As this “electronics system company” is both a “new partner” and not a chipmaker one can determine that this strongly suggest that the unnamed company is more than likely to be Apple.
Source — appleinsider