Iqe Share Discussion Threads

[desperate dan] 26/6/2017 22:26

... apart from the fact it is an Australian tip sheet!

edit:

The Simply Wall St team:




From left to right:

Bruce, Bruce, Bruce, Brucie and Bruce Lee

[tonsil] 26/6/2017 22:09

Joe soapJust a tip sheet come on then. Still it demonstrates increased US awareness.

[sweenoid] 26/6/2017 22:02

Well it's great to end the day with a laugh - thanks Roper

[mr roper] 26/6/2017 20:20

Hadn't noticed the Raytheon connection so have now sold out. Good luck all. Personal decision but I try to avoid anything to do with that company.

[joesoap2006] 26/6/2017 19:47

hxxps://simplywall.st/news/2017/06/26/is-iqe-plc-aimiqe-as-financially-strong-as-its-low-debt-load-indicates/

[someuwin] 26/6/2017 19:15

From the above link:

"...In estimating the iPhone 8's cost, the site believes that Apple will add around $100 onto the cost of the smartphone specifically due to incorporating 3D sensing modules."

[maxwellsdemon] 26/6/2017 18:57

LoupVentures further suggested that the significantly updated iPhone 8 will have a front-facing, low-end VCSEL laser and a rear-facing, high-end VCSEL laser, meaning that AR applications could take advantage of either camera.

I reckon the rear facing camera might be based on time of flight technology with a range of at least 2m to 4m operating in bright ambient sunlight. This may require a fairly powerfull VCSEL. This camera would be suitable for AR applications.

For face recognition I don't think the ToF system will give sufficient distance resolution to capture fine features of the face. So I would guess that the selfie side might have a "structured light camera" but with only a range of around 30cm. Because the area to be illuminated is much smaller than for the AR application the VCSEL power output for face recognition may be reduced.

This would fit in with the "high end", "low end" VCSELs mentioned in the macrumors website. see link and extract above

Given that Tim Cook is so keen on AR he may have gone for a solution to maximise the range of the AR camera. All other things being equal,the power output of the VCSEL required will go up with range. So this may explain why Apple are willing to put up with 1.25 dollar VCSEL epi content per phone.

Eye safety conditions may set an upper limit on the VCSEL output

[jimboyce] 26/6/2017 14:58

Macom is off to a fine start this week - already 5% up in the states.

[sweenoid] 26/6/2017 14:39

Since we are Raytheons favourite 'supplier' this would appear relevant, as I have said before , watch this company it's doing well

Raytheon (NYSE:RTN) recently completed a successful flight test of a high energy laser system onboard an Apache AH-64 in New Mexico.

The demonstration marks the first time that a fully integrated laser system successfully engaged and fired on a target from a rotary-wing aircraft.

We just provide the CS wafer- we don't fire it at anyone ;-) although the prospect of our technology vapourising certain individuals seems rather appealing
S

[someuwin] 26/6/2017 13:39

Canaccord issues Speculative Buy on IQE and increases target price from 69p to 118p

[hammerd2] 26/6/2017 13:35

Among a VERY crowded field of idiotic investment "research" articles, that has to be one of the most idiotic I have ever read.

[gersemi] 26/6/2017 13:26

'AIM-listed business will shortly announce a deal with Apple'...

'announce'? Really? As in a formal RNS?

I'd be surprised if they do

[someuwin] 26/6/2017 13:22

A deal between Apple Inc. and this promising small-cap stock could help you retire early

Paul Summers | Monday, 26th June, 2017

Landing a huge contract with a tech titan is surely the stuff of dreams for most small-cap firms, not to mention the latter’s investors. That dream may be about to become reality for Cardiff-based IQE (LSE: IQE) — a leading global supplier of advanced semiconductor wafers. There is growing speculation that the AIM-listed business will shortly announce a deal with Apple (NASDAQ: AAPL.US) that will see its technology feature in the Cupertino-based behemoth’s latest incarnation of the iPhone, due for launch in September.
Having your products in what is likely to become the most coveted gadget going can’t be bad for business...

[hammerd2] 26/6/2017 13:14

Unlikely someuwin. Welsh governance isn't that clever or effective.

More than 2 weeks taken to cave into the demands of 10 MPs who are already your natural supporters really bodes well for the next 21 months of negotiations eh ? :-)

[someuwin] 26/6/2017 13:10

I know nothing about Welsh politics but...

I see that the Conservative government has paid £1.5bn to the NI DUP for their support.

The Welsh government are already complaining that they want a similar payout too.

Perhaps the IQE / High tech cluster plans might be used as a bargaining chip and benefit from it in some way?

[sheep_herder] 26/6/2017 13:03

Maxwell, it can and will be used to do most of what iqe do I think. For the RF side, you can build higher performing and more robust wafers.

[desperate dan] 26/6/2017 13:00

IMPORTANT:

The email address for Carwyn Jones given earlier by sweenoid is for his Bridgend constituency only.

His email address acting in his capacity of Welsh First Minister is:

[e-mail]

[maxwellsdemon] 26/6/2017 12:25

sheep_Herder,

Yes, I could be wrong, I just tried to join up some dots from the stuff emanating from the Welsh assembly and IQE RNSs. I maybe should not have posted my hypothesis?

I have been trying to figure out how cREO can be used to enable the building of RF/microwave filters But, from a search of patents for IQE and Translucent, I can find nothing.

[daijavu] 26/6/2017 12:12

The articles and debate were sparked off by Plaid Cymru politicking. They are more interested in getting one over on Labour than anything else. I suspect that they picked up on a rumour from somewhere and ran with it without bothering to check the facts. I doubt if anyone in IQE gave them the information they quoted. It might not even be true. I also doubt if Plaid Cymru have any idea that the publicity they are creating might put the project at risk.

imho it is the typical mindless act of your typical politician. Best ignored.

[maxwellsdemon] 26/6/2017 11:29

The Welsh government will be interested in promoting high tech jobs and industries in Wales. I don't think IQE shareholders interests are a top priority for them? And, I don't think it is a good idea for IQE shareholders to lobby politicians.

[sheep_herder] 26/6/2017 11:28

Regarding the cREO chat, it will likely be used for the VCSEL's. I've previously posted on this and put up the links to the relevant papers. The power switching stuff is a way off and given the ramp up in VCSELs, they'd be silly not to focus on that for now, especially given the dollar revenue rates quoted.

[gersemi] 26/6/2017 10:57

8 v 10

542k v 438k (46 either side)

[darola] 26/6/2017 10:55

How is L2 looking? LSE showing a lot of 'uncategorised' trades (neither buy nor sell).

Given the news and educated speculation out there, I'm surprised anybody is selling. But sufficient people seen not to believe, else the price would be higher.

[bauchsapt] 26/6/2017 10:39

Mine too...sweenoid did they respond to your email you wrote them last week?