Iqe Share Discussion Threads

[pyglet] 22/6/2017 10:41

If IQE do supply the iPhone 8 why isn't it known already? I don't think they do but that's my opinion.

[richardc77] 22/6/2017 10:41

Totally agree re cars, thought same 15yrs ago and see no proof since to change my mind. Will take decades for electric cars to gain foothold and driverless ones longer still imo.

[bocase] 22/6/2017 10:38

Hello Jim Boyce. A fscinating article thank you.

Anaduck re. your link, there is no mention of IQE as a supplier for the iPhone 8. Do IQE supply Finisar or will the I.P. be used? Anyone know?

[darola] 22/6/2017 10:37

Some of the "distrustive" scenarios are highly likely but I think the timescales are a little ambitious. And one overiding factor on cars, is people actually like driving and car ownership.. plus it would take circa 20 years to refresh the majority of cars on the road, and then that refresh only starts when automated and electric cars are the norm in the showroom - which is probably 10 years away. By norm I mean culturally accepted and diesel and petrol are more expensive options.

[crazycoops] 22/6/2017 09:47

Scary! And how much of that will potentially require IQE's technology? "Picks 'n Shovels"

[nw99] 22/6/2017 09:31

Tipped in shares mag target double

[poombear] 22/6/2017 09:05

Sweenoid I'm not sure finisar have been a customer of our up to now, this is from March, but they also mention importantance of yield in the recent transcript which makes me think they are still using 4" wafers.

"Unlike some of its rivals, Finisar has decided to continue making its VCSELs on a 4-inch diameter wafer platform as it ramps production, rather than switching to a larger format. “We think our yields are higher on 4-inch wafers than they would be if we were processing 6-inch wafers,” Rawls explained. “And so we made a very conscious decision to stick with 4-inch. VCSEL wafers are very thin and very fragile.”

[darola] 22/6/2017 09:01

Surely the iphone8 rumour is gathering enough momentum now that it could start to have a material (we hope) impact on the share price So if it was untrue wouldn't IQE have to issue an RNS to quash it?

[mr roper] 22/6/2017 08:58

a lot of buys going through now..

[rivaldo] 22/6/2017 07:15

Very nice too.....

"There is emerging speculation that technology designed by compound wafer company IQE (IQE:AIM) could feature in the new Apple smartphone, the iPhone 8. If true, this could have substantial earnings implications for the company, and possibly see the share price more than double from current 87.25p levels to 185p, according to broker Peel Hunt. Cardiff-based IQE designs advanced semiconductor ..."

[mirabeau] 22/6/2017 06:45

IQE gets a mention in today's Shares mag. Basically, a regurgitation of the Apple rumour and some figures from the recent Peel Hunt buy note

[hammerd2] 21/6/2017 23:50

I more than doubled my OCLR holding the other day - not major numbers but if they are taken out then it's always a +++ ! I must be running out of lives.

[sailastra] 21/6/2017 23:33

Sell your original stack i.e. 4200 shares...you will then be running your profit... cross your fingers, close your eyes and chance to luck...Or sell everything and call yourself a winner....

[desperate dan] 21/6/2017 23:24

I think it is necessary to recall that Peel Hunt are the joint broker to IQE.

The note that was left for attendees of the AGM would have been very carefully worded and vetted. Every word and even the nuance, implied or otherwise, would have been under close scrutiny and subject to the final approval of the Board.

It is no accident that it points the way, without breaking NDA's or CA's.

Given this weeks find of significant and immediate production expansion plans, there can be no doubt to the reasons.

[sailastra] 21/6/2017 23:20

smig

Having bought at 23p then you have done very well.....And now you are asking for advice..../???? Wxxxxx

[sweenoid] 21/6/2017 23:13

I hope Oclaro remain independent, if they are to be acquired I prefer Finisar, as they like Oclaro are likely a BIG customer of IQE.

This from Finisars earnings, read the VCSEL bit carefully and remember Finisair don't produce VCSEL wafers, they manufacture 3D sensing modules fro them, in other words they OUTSOURCE wafer production . IQE OWN 80% Of the outsource VCSEL market :-)

“Despite a challenging outlook in the near-term with lower demand for our Chinese OEM customers, we are optimistic about the outlook for Finisar’s fiscal 2018,” says Rawls. Revenue growth is expected to resume in fiscal Q2 (to end-October), driven by sales growth in 100G QSFP28 transceivers for hyperscale data centers and sales of vertical-cavity surface-emitting laser (VCSEL) arrays for 3D sensing. “We have made really good progress on our high-powered VCSEL array program,” notes Rawls. “We have received production purchase orders and expect to soon receive customer approval to ship meaningful volumes [tens of millions] in our second fiscal quarter.” In addition, the 100G & 200G coherent CFP2 ACO transceivers and reconfigurable optical add-drop multiplexer (ROADM) line-card should be fully qualified by a key OEM customer that is supplying to the Verizon Metro upgrade. “We are currently qualified at multiple other customers for our CFP2 ACO and are in the qualification process with a number of additional new customers,” notes Rawls.

Of course we supply the 100G indium phosphide for the transceivers too :-)

IQE investors should have a look at how well Raytheon are doing -they recently awarded IQE as 'best supplier' their business along with other big customers Macom, Skyworks and Qorvo is going gangbusters, what's good for the goose is usually good for the gander. :-) seriously when the markets and your customers are doing brilliantly it has to rub off and if people think this share price reflects the true value and potential of the company then so be it, but they are wrong...

Just met, talked to and listened to one of my all time hero's, Prof Niall Fergusson, IMHO the world's greatest living historian ,it's not very often that one shares time in the prescence of 'greatness', I did tonight, it was AWESOME :-)

S

[bauchsapt] 21/6/2017 22:13

iqe could be avoided, but highly unlikely as all the signs are looking as if Iqe are leading to take as much benefit from
The iPhone8... I could be wrong..

[someuwin] 21/6/2017 21:44

From the recent Peel Hunt note...

[darola] 21/6/2017 20:04

Excuse my ignorance, is it possible to implement VCSEL technology without using IQE IP? i.e is there anyway Apple can avoid IQE?

[maxwellsdemon] 21/6/2017 19:37

The following extract is taken from a patent filed by Primesense (which was taken over by Apple). The patent is for a "structured light" projector. The 3 Watt VCSEL array on a mm square of wafer mentioned in the patent is indicative only but gives me some idea of the size of the light source.

Monolithic VCSEL arrays of the sort shown in FIG. 1 have the advantage of high power scalability. For example, using current technology, a die with an active area of 1 mm2 can contain 600 emitters, with a total optical power output of about 3 W or more. The VCSEL diodes emit circular beams. If a spherical lens with the VCSEL die at its focus is used to project the light emitted by the VCSEL array, the resulting spot pattern in space will have the same shape as the VCSEL pattern.



For 3D imaging with structured light, the light from the laser is passed through a DOE to project typically stripes or spots onto the area to be photographed. The following videos are fun demonstrations of a DOE.

[smigli] 21/6/2017 19:35

Totally new to this, bought in at 23p , 15000 shares , wondering what to do. A bit of a lame post to start with I know,always loved shares

[maxwellsdemon] 21/6/2017 19:19

......The protector also appears to have small holes indicating that a number of cameras which would be used for selfies and potentially even facial recognition..



Possibly, there could be three separate VCSEL modules in the iphone8:

1. In a proximity sensor
2. A "structured light" camera for face recognition
3. A time of flight (ToF) camera for augmented reality