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IQE Share Discussion Threads
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|OK thanks guy's. I was seeing foundry and fabrication and assuming this intailed epitaxy. Happy to leave it there.....|
|In a foundry they take the epi wafers supplied by IQE and these go through a complex process of smelting and then pouring into moulds. The moulds define the characteristics of the MMIC and the bond wires are already in place ready to be fused onto the molten core. The thickness of the core defines the RF characteristics of the final MMIC. So for a multi-mode IC, for example, the mould has various 'steps' in it that form difference thicknesses of the end material. Read more here:
|I must admit, I wasn't 100% sure what the foundry produced, I did have it in mind that it could include wafer manufacture. Are you of the opinion that Skyworks has zero or very little internal wafer production? Thanks|
|poombear, I doubt Skyworks make *any* wafers. Are you confusing foundry services for wafer supply?
Skyworks GaAs fab is producing the end products, i.e. take in a 6" wafer, work some magic, out pops an MMIC.|
|It just isn't clear to me if Skyworks are increasingly making wafers in house, for their newer products?
Agree that skyworks weight as a customer being less is a positive and shows an increasing customer base. But just to be clear Skyworks revenue was down several million from 2015 to 2016 so not just a case of other customers taking % from Skyworks (as an iqe customer).
Lots of positives here as stated above, not to mention Photonics growth and new areas hopefully entered this year with Base stations and 3D sensors.|
I am happy to review IQE share price in a year from now. That is all the validation I need.
The problem is that if the share price is higher ( which i strongly suspect it will be ) you will be even more bitter. Move on chap.|
|A few points
Agreed with Sheepy re Poombear's question
WIN is also a major partner in the Singapore joint venture and semiconductor cluster there.
As for Skyworks % going down a little -surely that's a GOOD thing! Remember IQE has told us it's GAINING share in the wireless market from competing companies and is guiding to circa 10% growth in revenues there, also Qorvo our 2nd main partner has increased share.So sales could easily be rising to Skyworks but their % share decreasing-do the math!
This is very good news as Qorvo have lost their wafer discount as of end last September, so retaining that increased share in 2017 will convert into very juicy profits
Diversification is a good thing, Skyworks will likely remain our biggest customer,but adding share to other tier 1's whilst gaining tier2's is bound to dilute their % share of our growing business.less reliance on 1particular company whilst retaining their business is the foundation of a very sound business model
Skyworks basically knocked the head on the potential for a de stocking issue this year and also highlighted 3 important factors 1-it's obvious without mentioning the name Apple that the innovation is going to be a quantum leap up in iphone8 and they WILL know - great for us 2- IOT is also great for us and is exploding 3-5G is simply going to be huge for them...and us
Next week we get Apple- the bellwether for the wireless business, Qorvo and Oclaro, Lumentum and others reporting ... Interesting times
Good BH everyone
|poombear, I'm not sure what you're asking with respect to SWKS. IQE would supply the wafers. What SWKS do with those wafers, and how they integrate their products in multi-chip modules, is further down the production line.
Perhaps someone else knows exactly what products are being shipped to SWKS, but they have in house fabs and also use external partners to provide multi-source inventories. They use WIN, for example, as an external GaAs foundry partner.
Edit: I found an old QnA that says WIN multi-source their epi-wafers and IQE are one of their suppliers.|
If you think you will be richer, why not tell everyone how... relating that to Skyworks contract sizes.
I suggest you ignore me and read what poombear has posted - one of the few posters that seem to be secure enough to talk about both sides of the issues.|
|I have worked it out yump. Holders of iqe stock will be richer and you will remain very bitter.|
|What's the reluctance to actually deal in figures ?
Seeing as sweenoid has spent so long posting vast quantities of prose, it seems odd to just tell everyone else to 'go work it out'.
I recall sweenoid was in finance after all.
Surely someone with that background would find it easy to present a succinct financial case ?|
|So, we can expect some increases in sales to Skyworks then, to be announced by IQE as they have before...
That's the only measure that matters.|
|The CC transcript if anyone is interested
Really reassuring comments especially about the future
When your BIGGEST customer is really doing the biz it can only mean good things for us going forward
DONT FORGET - all pointers are that IQE will get into the filter component soon, validation and qualification is going on now, once that happens our revenues from Skyworks ( and Qorvo) from wireless will likely near TRIPLE -go work it out
Add in the great results from tech giants who are all spending +++ on data centres then ties look even better
|I like the "much better than expected" outlook for Skyworks extending through to 2018:
"Drexel Hamiton’s Cody Acree tonight reiterates a Buy rating on the shares, and a $105 price target, writing that it was a “solid” quarter, and “much better-than-expected” outlook.
"The March quarter upside looks to have been broad based, as sales were stronger and gross and operating margins were both slightly ahead of expectations (about 20bps each),” writes Acree.
"We are particularly encouraged that June quarter guidance extends Skyworks’ return to annual growth for the second consecutive quarter (expecting 18% annual growth versus the Street’s 15%); a trend which we expect should continue through FY18."|
|So if Skyworks is going so well, how come IQE hasn't announced a materially significant increase in the Skyworks contract.
That's what we are interested in after all, isn't it ? The final figures, not all the surrounding cheering by the fans of the latest iPhone incarnation.|
|So our BIGGEST customer Skyworks blows away expectations, guides higher and mentions 'insatiable' demand in sectors we supply
Didn't Macom mention insatiable demand in another sector we supply ( data-centre)
Will be interesting to read the CC transcript but Skyworks just delivered one of the most bullish quarterly statements I have ever read
Well pleased, well pleased indeed
|And then next week another 4 companies including Qorvo who will be commenting directly or indirectly about the sectors we supply I expect positivity- don't get hung up by their financial results as businesses do 'other things' just the relevant industry wide comment on what WE do
I see Samsung pre-orders for the new S8 are significantly higher than the S7 good news for the wireless business
Cheap as chips up to 70p
|After the delights of the Macom cc we have Skyworks 2nd quarter results after the bell today. Let's hope they are just as bullish for the future as Macom are.|
|Got 340 pts on my SB so far. Easy as pie.|
|...Yes bought a few NASDAQ:MTSI|
|Looks like a good buying op for Macom. Wish my pension funds had transferred already.|
|macom down 8.5% - were they expecting more or what?|