Iqe Share Discussion Threads

[sheep_herder] 30/6/2017 07:52

Darola, lol.

[darola] 30/6/2017 06:43

The explanation for the site expansion is the key piece of information, the TU should include that.

[bamboo2] 29/6/2017 22:44

Ipavlou, surely the outlook will be the key to further progress in the share price

[panic investor] 29/6/2017 21:49

Trading statement will be around 16 July

[lpavlou] 29/6/2017 21:42

I would have expected an RNS by now if H1 was way ahead of expectation. I expect H1 is only marginally ahead with all the growth coming from Photonics as I expect Wireless to be the same as last year. It all now depends on whether they can make any contract win announcements that will deliver in H2 for the share price to continue its rise, otherwise the SO could fall back until these announcements are made. I'm going to continue to remain on the sidelines for now.

[taffy100] 29/6/2017 12:06

CoInnovate organises emerging sensors technologies and applications event
29 June 2017

[someuwin] 29/6/2017 11:35

Apple Glasses will be bigger than the iPhone, analyst Gene Munster says

•Loup Ventures' Gene Munster says Apple Glasses will be bigger than the iPhone in a few years

•Apple Glasses are expected to offer augmented reality...

[sheep_herder] 29/6/2017 09:03

poombear, this is likely their own technology. As detailed in

[sheep_herder] 29/6/2017 08:42

Ta Bukko. :-)

[bukko] 29/6/2017 08:32

SH
"I'd love to see one of those sicking out from the front of the next iPhone. lol."
Wot? A vomit'n' iPhone! Apple innovation lives after all.:-)

[poombear] 29/6/2017 08:25

Nice wafers...It mentions IMEC's patent pending buffer for gan on si..



But last year they were clearly working with IQE 200mm GAN on Si wafers. The below news was released 1 day after IQE transferred cREO into their US plant.



So my question is have IMEC now developed a competing buffer solution or is this further development in their tie up with IQE?

[sheep_herder] 29/6/2017 08:11

maxwellsdemon, I, like a few others it seems, am totally missing any point in your postings. Perhaps you'd care to add a clarification.

And quite why you're posting links to TO canned products is beyond me. I'd love to see one of those sticking out from the front of the next iPhone. lol.

P.S. there is a difference between rise time and pulse duration.

[maxwellsdemon] 28/6/2017 16:33

Has this already been posted:


If it was then I missed this bit:


We believe Finisar and others supplying VCSEL lasers are supply constraint and shipping everything they can manufacture. We believe Apple has secured a high percentage of all VCSEL lasers created, which we view as a large competitive advantage and will make Apple a leading AR player in the smartphone space.

[sweenoid] 28/6/2017 16:16

They seem to have left IQE off the list,perhaps because its growth will far exceed what is quoted.

And also 'in our space'


H point taken,politics is not my thing
S

[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