Iqe Share Discussion Threads

[tonsil] 28/6/2017 16:06

Capex will be depreciated over asset life so I don't see a massive p&l hit from that. Rather the cost base will go up incrementally.

[crazycoops] 28/6/2017 15:48

Big7ime - Apple sell in excess of 200m iPhones per year. Working with the PH range (and I really doubt it will be at the lower end for the 6" VCSEL wafers), I reckon 12 month IQE revenues could double. As for profits, 6" VCSEL wafers should be higher margin than existing revenue streams, although additional capex to further increase capacity will also be a drag on the profit figure in the short-term.

What do others think?

[cat] 28/6/2017 14:38

D - for info, esp if you are writing emails to people: its Welsh Govt now , not WAG - that term got dropped a few years ago.
cheers
H

[sweenoid] 28/6/2017 12:42

not really
I prefer to talk about the technology, BUT it is rumored that the 3D sensing 'chip' that will form part of the new smartphones will have a BOM (bill of materials) of about $10. How much would the VCSEL wafer supplier get out of that?, that is the key question. There will be a shortage of supply ,so pricing will be keen but advantageous to IQE IMHO - Peel Hunt ventured 25-125 cents per phone.

thats a LOT of cents!! go work it out
talking of mind-blowing stuff read this and remember optical storage and networking is what we do- the cloud and data centers are providing IQE will massive upside potential

S

[big7ime] 28/6/2017 12:15

You say it's about to explode but can you put a rough figure on it in revenue terms? Thanks

[someuwin] 28/6/2017 10:54

IQE in the news...

Business and uni unity call to boost growth in Wales

[tonsil] 28/6/2017 09:30

interesting pennant formation emerging on the share price graph. This is usually bullish for a strong rise not that i'm a great believer in charting but this has been one of the more reliable chart indicators in my experience.
Lets hope the bottom line of the pennant holds up in the next couple of days.

[shavian] 28/6/2017 09:17

Sweenoid, not sure if i'll be in town next Weds, but if you are stuck for a lunch venue in the centre of Cardiff can I recommend the Casa Nova in Quay Street?

Edit: I've now booked into the event. How will I recognise you?

[arcadian] 27/6/2017 20:12

Apple Inc has acquired German computer vision company SensoMotoric Instruments, a maker of eye-tracking glasses and systems, according to media reports. Financial terms of the deal are not known.The acquisition is expected to help Apple develop software that will be built into future versions of the iPhone or other new hardware. Apple is said to have prototyped a pair of smart glasses that would connect to an iPhone and is also reportedly working on its own version of virtual reality headsets.Apple has kept a low profile in the augmented reality space so far, although CEO Tim Cook has said the company was investing in it. However, the tech giant recently introduced a tool called ARKit, which will provide augmented reality capabilities on iOS.Founded in 1991, SensoMotoric is based in Teltow, near Berlin. The company develops eye-tracking hardware and software technology to be used in virtual and augmented reality headsets and glasses.SensoMotoric has developed eye-tracking technology for virtual reality headsets such as the Oculus Rift. The technology can analyse the wearer’s gaze and help to reduce the effects of motion sickness during VR use

[volsung] 27/6/2017 19:55

94p now short term target

[maxwellsdemon] 27/6/2017 19:48

This is just out. Clearly they may have managed to improve the distance resolution of a ToF camera sufficiently to enable face recognition.

BRUSSELS, June 26, 2017 /CNW/ -- SoftKinetic®, the world's leading provider of 3D vision and gesture recognition solutions, will introduce its latest prototypes at Mobile World Congress (MWC) Shanghai (June 28 – July 1). The latest advances of their DepthSense time-of-flight (ToF) technology comprise augmented reality (AR) and face recognition for mobile devices.

Another breakthrough is biometric recognition on mobile enhancing security and ease of use. Through fruitful collaborations with face recognition specialists KeyLemon, Visio Ingenii and et al, SoftKinetic's front-facing 3D time-of-flight (ToF) camera now enables a 3D face recognition to authenticate users as easily as taking a selfie.

[bauchsapt] 27/6/2017 19:28

Maybe completely irrelevant to Iqe but came across this article today. Shows how Tim Cook is thinking into how AR is for the future.

[sweenoid] 27/6/2017 17:09

Make one of the T a capital the other t lower case edit your original copy and paste URL and it will work hTtp

Interesting meeting in Cardiff next week, Hammerd and I are going,but we are having an extended liquid lunch beforehand,tapas and some find Rioja's,so any post meeting report might be slightly muddled ;-)



EDIT -I forgot to mention that the meeting will be the official launch of CS connected ( compound semiconductor connected) the world's first CS cluster

S

[blueflame] 27/6/2017 16:58

How do you get the links to work please?

[blueflame] 27/6/2017 16:55

Qorvo have released an excellent short book. Certainly bodes well for IQE....

[bocase] 27/6/2017 15:23

Yes a nice turnaround. Buying the dips has characterised the share price history over the last six months. It is a very good sign.

[mad foetus] 27/6/2017 15:15

Lovely turnaround today. Bodes well for the near future

[daijavu] 27/6/2017 15:04

Thanks tonsil, I will. I have read some already.

[someuwin] 27/6/2017 14:16

Good article on AR and Apple...

Augmented Reality: Apple's Revolutionary Offering

Jun.26.17

• Augmented reality is the next frontier for mobile...

[tonsil] 27/6/2017 13:38

Daijavu I suggest you read all the sweenoid posts from the last twelve months. I think you will be a more comfortable holder after that.

[daijavu] 27/6/2017 12:08

Thanks again, bocase.

Please excuse my lack of knowledge. My background includes some disappointments where I trusted BoDs and Company reports when I shouldn't have. My own fault, of course.

I am reading as much about IQE as I can, as quickly as I can and am trying to come up to speed. I was trying a shortcut to information by asking my question.

I do recognise that IQE isn't a one trick pony and I guess that even if, against expectations, we didn't get all the benefits of an iPhone involvement, IQE has enough going for it to to still be in good shape.

[bocase] 27/6/2017 11:47

Hello Daijavu. Yes it would be a disappointment but as Sweenoid has pointed out in his well researched and detailed posts, this company is not a one trick pony and is at the forefront of 3D laser technology and many other technologies which are in huge demand by many more customers than Apple alone. We look forward to a trading update next month and I would expect the share price to move ahead in advance of that.

[daijavu] 27/6/2017 11:09

Thanks for that bocase. I only asked because I am new to IQE. I was fishing for information. It looks a solid company but there is always something to learn. There is a lot of conjecture about the iPhone 8. If it turned out that IQE was not included in the iPhone 8 supply chain, it could be a bit upsetting.