Iqe Share Discussion Threads

[sheep_herder] 08/2/2017 11:03

I was trying to find a chart of the LDMOS rate of adoption but I've failed in the 10 mins I spent. Will try and find something later that shows the sort of adoption rate I'd expect for GaN base station products.

[sweenoid] 08/2/2017 10:50

i think a lot of people are getting confused about GAN - GAN is simply gallium nitride, its a very difficult 'substrate' to work with and its costs over the incumbent is prohibitive, its a bit pointless getting excited about GAN per-se. I agree somewhat with Sheepy , the market is evolving and ripening and will happen but time is needed.

as for naming customers , I think people are again getting confused , we are an epistaxial wafer provider and its the OEM's that utilise the wafer and make it into products that are then sold by the big names- so the cycle would be IQE-Skyworks-Apple

what we need to keep our eye out for is not GAN but GAN ON SILICON , especially where it utilises our cREO IP. This is where IQE will soon hopefully be revealing its partnership with Macom and others. Macom are already into the base-station market with GAN on silicon and hopefully will get into the massively lucrative power-switching market soon (its coming, its almost inevitable but it will take time)

hope that helps, lovely lovely chart , once again I hope we can consolidate here before some good news-flow in early March and then a kick-up-the -pants earnings results on the 21st March. The industries we provide for are either at an inflection point (GAN on silicon, solar for satellite) or already growing exponentially (photonics) and they are backed by a wireless division that this year should benefit enormously by having a surge of innovation ( VR, AR better laser functionality for cameras) and generally increased complexity all necessitating more and more CS material)

On the point of cameras in phones- i think in terms of megapixel performance they have gone as far as they can go ( who can differentiate between 12,15,18?? and performance limited by lens) , where the companies WILL be fighting it out will be in the laser functionality, flash 'dark lighting' etc - all DEMANDING the materials IQE provide :-)

enough for a day or two
S

[panic investor] 08/2/2017 10:50

yump - so true.

Love the companies that only provide news when it matters e.g. KWS ACSO BUR ..... then on the opposite scale you get CTAG and the like

[sheep_herder] 08/2/2017 10:46

I'm well up to speed thanks. I think people are getting far too excited about stuff than won't start ramping in any % volume for a long time.

[rivaldo] 08/2/2017 10:44

Sheep_Herder, have a read of the transcript of MACOM's recent conference call as posted here - you might want to rethink about the timeframe for GaN...

[sheep_herder] 08/2/2017 10:25

"Shareholders want a lot more than just figures"? I'll take the figures thanks.

You're never going to see full disclosure in this industry - it never happens. The GaN market is still 3+ years from gaining steam so I wouldn't worry too much about it for now.

[bobd29] 08/2/2017 10:09

GaN clearly creates future interest so hopefully IQE will will elaborate on their customer base when delivering results shortly. Shareholders want a lot more than just figures, unless confidentiality agreements prohibit info.

[someuwin] 08/2/2017 08:51

Navitas Semiconductor looks like a very interesting company.

Unfortunately it's not listed so we can't get a slice of the pie.

Unless we are via IQE of course.

[poombear] 08/2/2017 07:54

And so it beGaN's.

[american idiot] 07/2/2017 12:44

Blinx rebranded simply because it was outed by Ben Edelman for it's underhand advertising 'techniques'.

The business has very much changed since then in a rapidly evolving digital advertising market. Still same CEO though ! They do actually look a good recovery play for trading on the long side but probably not a good long term investment.

As for IQE (seeing as this is the IQE BB) I'm very active each day on Level 2. At times the shareprice moves as a result of my trades. I like it. No position right this minute but still very much buying every single dip in the shareprice. The shareprice could (and should) trend upwards for months and months and months yet.

Just my opinions (From an American Idiot who isn't even American nor an idiot!)

[panic investor] 07/2/2017 12:15

Blinx was a pile of ....

[yump] 07/2/2017 08:58

I love that when companies that have messed up or got over-hyped (that's polite) change their names. So presumably Blinkx are now a music publisher ? (Sorry, instead of over-hyped I should have said "failed to change the entire world, as promised")

Anyway the IQE share price is being managed by the Grand Old Duke of York by the look of it.

[amt] 07/2/2017 08:32

Perhaps Rhythmeone is where RG is investing.

[lpavlou] 06/2/2017 21:57

Have a feeling that Richard Griffiths is unloading more stock, but seems to have found a home for them.

[dickiebird2] 06/2/2017 16:18

It's like that queen record I want to break free !!

[toptrump1] 06/2/2017 15:10

If you want to make money trading, don't take notice of past behaviour of a Share price. A few here are nursing some bad decisions going by what they've said here.

[sweenoid] 06/2/2017 10:18

Also a running commentary on the share price is crushingly BORING and rather inane, especially when it's obvious from the chart above.
S

[agaudry] 04/2/2017 08:33

Voted yesterday .... on two petitions ....

[panic investor] 03/2/2017 22:43

Indeed and guess who will be at the front of the new technology !

[netcurtains] 03/2/2017 22:27

when will semiconductors be considered old fashioned tech?
How long has IQE got before semiconductors are history?