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IQE Iqe Plc

20.80
-0.80 (-3.70%)
Last Updated: 15:54:50
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Iqe Plc LSE:IQE London Ordinary Share GB0009619924 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.80 -3.70% 20.80 20.80 20.90 21.60 20.65 21.60 1,794,719 15:54:50
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Electronic Components, Nec 167.49M -74.54M -0.0775 -2.68 199.51M
Iqe Plc is listed in the Electronic Components sector of the London Stock Exchange with ticker IQE. The last closing price for Iqe was 21.60p. Over the last year, Iqe shares have traded in a share price range of 12.32p to 27.55p.

Iqe currently has 961,504,577 shares in issue. The market capitalisation of Iqe is £199.51 million. Iqe has a price to earnings ratio (PE ratio) of -2.68.

Iqe Share Discussion Threads

Showing 32601 to 32623 of 70400 messages
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DateSubjectAuthorDiscuss
04/7/2017
07:59
More sellers than buyers
tonsil
04/7/2017
07:57
What is going on with the price fall?
padayn01
04/7/2017
07:04
Might be worth btfd today
big7ime
03/7/2017
19:28
Great little videos. Makes you realise that the implications of the technology for IQE is actually much larger than its mooted use in the next iphone. Fascinating.
lurki0
03/7/2017
17:50
Useful post thx !
panic investor
03/7/2017
17:47
Couple of videos:

What is a DFB Laser?



See also:

IQE's nanoimprint lithography is used in the IQE DFB laser to create the grating.



What is VCSEL Laser (Vertical Cavity Surface Emitting Laser)?

maxwellsdemon
03/7/2017
17:19
Dr SweenoidI'm in too, but I demoted myself. See you there.
shavian
03/7/2017
17:19
hxxps://compoundsemiconductor.net/article/101967/CS_Connected_-_the_world%E2%80%99s_first_compound_semiconductor_cluster

This is about the Cardiff event this week.

daijavu
03/7/2017
16:45
sweenoid,

"They demoted mine! Back to a Mr...and after all those years of study."

They obviously think you are a surgeon rather than a GP. Make the most of it! (As Mrs Mills might say)
:-)

bukko
03/7/2017
15:40
Sween

The DPHIL does confuse some people.

arcadian
03/7/2017
14:22
50k more... thanks to lankysop for buying a couple of days ago to drive the price down :-)
hammerd2
03/7/2017
14:13
They demoted mine! Back to a Mr...and after all those years of study.
Glad I 'tuned' in here today though because it appears that the share price can go down as well as up, fu$k me,is that true? Can't be fair and equitable, you learn something new here everyday, but that's REALLY worrying
Knees knocking
;-)
S

sweenoid
03/7/2017
13:32
Ha ha, that's funny. Maybe they just recognised my academic credentials D :-))
hammerd2
03/7/2017
13:05
I was going to ask also why the sudden drop in price?
padayn01
03/7/2017
12:13
CSconnected launch that Hammers and I are attending on Wednesday is a sellout, list of near 200attendees available with little old me the only 'individual' listed, somehow Hammers has blagged his way in as a Cardiff Uni attendee ;-)

See you Wednesday K :-)
S

sweenoid
03/7/2017
12:13
Any reason for the drop in price?
goku100
03/7/2017
10:20
Thanks for the clarification SH
sspurt
03/7/2017
09:50
maxwellsdemon - that patent is amazeballs!

It gives a great description of how IQE can offer BAW filters into the RF market. Specifically, it talks about:

- the use of cREO in the construction of the Bragg filter used to acoustically decouple the filter from the substrate.
- the performance of the cREO layer itself and the fact that sometimes its performance is enough to remove the requirement for a multi-layer filter.
- the use of epitaxial growth of the contact, electrical and piezo layers thereby improving overall filter performance.
- the growth of a further cREO layer on top of the filter which allows the filter structure to be used as a template for futher processing.

That last point is the biggy. I will quote directly from the patent:

" [0077] FIG. 4 depicts a layer structure 400 that includes device layers overlying RF filter layers. The layer structure 400 includes a substrate 402, a crystalline REO layer 406 over the substrate 402, and an RF filter layer structure 426 over the crystalline REO layer 406. The layer structure 400 also includes a crystalline RE-containing layer 428 over the RF filter layer structure 426 and a device layer 430 over the crystalline RE-containing layer 428. The device layer 430 can include one or more sub-layers (not shown). The device layer 430 can include one or more Ill-nitride layers, one or more gallium nitride-based high electron mobility transistor (HEMT) layers, one or more III-V-based heteroj unction bipolar transistor (HBT) layers, and/or one or more III-V-based pseudomorphic HEMT (pHEMT) layers.

Because the layer structure 400 includes one or more device layers 430 over the RF filter layer structure 426, the overall footprint of an integrated system having RF filters and other devices such as those described above can be significantly reduced."

Why do we care about that? Because it's suggesting that the drive electronics can be processed directly on top of the filter structure thereby eliminating the need for complex wire bonding technologies which actually degrade filter performance. I think it would also decrease the size of the finished part too and leads on towards fabricating the full multi-chip module on a single substrate.

sheep_herder
03/7/2017
09:36
Re VCSELS. IQE supply the base wafer for the manufacturers to then use to construct the VCSEL. Additionally, in the AGM presentation (was it?), they talked about being able to supply "full service wafers" which includes the etching/patterning step. This removes a step that the manufacturer has to complete and increases the value offering for IQE.

IQE don't make the VCSEL. They provide the wafer. It is the wafer manufacture that is outsourced, not the whole VCSEL.

This link talks about the etching process:

Edit: there are two forms of VCSELs as far as I can see. The type that uses a DBR (Distributed Bragg filter) and an HCG type. This High Contrast Grating version I think is higher performing and I've seen papers where it is constructed by NIL but I can't find much linking them with IQE. I think they've been much harder to manufacture than DBR types so it's possible that IQE would have a performance advantage if they can mass produce this type. Something to look out for.

sheep_herder
03/7/2017
08:49
Added at 83.125

Potential turn day today.

bamboo2
03/7/2017
08:32
N+1 Singer have this morning issued their H1 Review of their best stock ideas for 2017, and FYI had this to say about IQE:

"IQE (IQE LN)
Buy Current price: 86.3p Market cap: £586m

IQE has performed extremely well during the first half of the year, but we expect plenty more excitement in H2. The group remains extremely well placed to take advantage of the high demand for Photonics wafers, which contain a higher level of IP and generate higher margins than Wireless wafers.

We outlined three areas which could drive material upgrades in our 24 March note “Upgrade cycle set to continue” and believe that H2 will see these expectations begin to be realised. The shares are already factoring in an element of these upgrades but we believe the potential size and scope justifies this. The most high profile of the opportunities is the rumoured VCSEL array which will feature on the 10th anniversary iPhone. We believe this opportunity alone could drive 75%+ adj. EPS upgrades based on an FY’18 exit run rate (40%+ on a fully taxed basis). This is prior to any further potential upgrades relating to the GaN on Silicon opportunity with MACOM or the full service DFB laser opportunity.

We are not making any changes to our forecasts today but do factor the potential of upgrades into our target price. Applying a 20.5x multiple to our FY’18 EPS forecast (in-line with international peers) and adding a 40% premium to account for the potential upgrades takes our target price to 106p (from 76p).

IQE traditionally releases a H1 trading statement in mid/late July and we look forward to an update on current trading at that time."

rivaldo
03/7/2017
08:31
hammer - am I right in thinking IQE don't make the VCSELs themselves, they just supply the CS wafers to the VCSEL producers or have I got hold of the wrong end of the stick again?
sspurt
03/7/2017
06:36
80% of outsourced VCSEL production IIRC.
hammerd2
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