Iqe Share Discussion Threads

[savvy investor] 02/11/2020 09:48

Lord, I 100% agree and am in regular contact with Amy in investor relations (email on website) to ask for changes to inform investors in a better way. While it would be great, I am pleased they at least release the tech news which good analysts will understand the significance of.

[lord mandelbaum] 02/11/2020 09:34

I strongly agree with pugugly. Better wafers/VCSELs - sounds great, but what does that actually *mean* and what are the more typical applications for this technology in layman's terms. In order to attract more investors they need to release news in language that generalist people can understand without trawling a stock message board for clues.

[pugugly] 02/11/2020 09:30

Thanks to those above giving some commercial light on the scientific developments.

[paraone3] 02/11/2020 09:19

As reported in Digitimes 30th Oct , Taiwan Ga foundries gearing up to supply Skyworks and Quorvo Ga wafers for 6g and beyond , which means that they are already using defunct tech , now superseded by Iqes new Geranium based tech for Vcsels . Maybe TSMC should take notice as this could seriously impact on their GA Vcsel output to future orders . Could see at sometime in the near future a bid being mounted by TSMC for Iqe just to secure their advanced tech and patents

[boboty] 02/11/2020 08:47

Great news as it shows Iqe are still moving forward with new ideas and technological innovations in this important (to Iqe) area. They have to keep innovating to stay on top of their game. This news shows that they are.

[savvy investor] 02/11/2020 08:40

I purposely left out, 4 other amazing technology divisions, 5, sell more of same and 6 win new accounts as teaching grandad to suck eggs springs to mind.... this is a pleasant day, Sweenoid perhaps can summarise his view as his tech summaries are excellent! Just for fun, and not to put jiss of death on things, below 80p likely not for long! Imho

[savvy investor] 02/11/2020 08:35

Drawing your attention to my recent post about how tech increase margins in the largest accounts. 1, lower cost of producing same output with same tech, 2, new products that have market premium and 3, more content to same device. Number 3 appears on track as more people going for higher end phones and this announcement today is significant movement to enable 1 and 2. Some of you fully understand what I am saying. Good luck!! 🙂

[bocase] 02/11/2020 08:12

It also increases their portfolio of leading products making them more attractive and more valuable to potential suitors.

[tomduck] 02/11/2020 08:08

...and such a new and “unique” technology will mean higher margins whilst the competition catches up. That would be excellent news

[diplomat65] 02/11/2020 07:47

Bigger wafers = more VCSEL per wafer. Hopefully IQE will keep some of the improved gross profit margin and not simply drop the price to please customers. Another positive will be loss of competitive edge for Finisar in the drive to win business with Apple.

[pugugly] 02/11/2020 07:34

Could someone please translate today's rns into non scientific language - Sounds good but for a non scientist very difficult to understand.

[bocase] 02/11/2020 07:17

Today's RNS clearly very good news.

[y cymro] 30/10/2020 16:55

Happy finish

[adejuk] 30/10/2020 15:15

at this rate they should unwind by 2022

[tomduck] 30/10/2020 11:51

Nick yes of course, definitely for this quarter and possibly first quarter of ‘21, but if phone 12 does better than expected there is room for upping supply into next year.

[nickwild] 30/10/2020 10:43

Surely a lot of wafers must already have been sold for Iphone 12 production.

[lord loads of lolly] 30/10/2020 10:42

So jam tomorrow then. Maybe.

[provonar] 30/10/2020 10:17

Apple's fiscal Q4 results are out: hTtps://appleinsider.com/articles/20/10/29/apples-647b-q4-beats-street-estimate-but-china-sales-flag "The iPhone earned $26.4 billion in revenue, down from the same quarter in 2019, where it brought in $33.36 billion. Aside from the pandemic, it is likely that Apple's decision to delay the launches of its iPhone 12 models made an impact on iPhone sales for the period, but the 5G-enabled devices are expected to buoy the holiday quarter's sales more than usual." This looks like the expected shift in revenue due to the delayed iPhone release dates has occurred - which will trickle down to IQE. So, unless wireless has performed fantastically, I'm not sure we can expect any IQE trading update to significantly beat the revenue forecast. The shift should translate into greater YoY revenue increase for Q1 next year, so long as iPhone sales hold up, which current indicators say they will do.

[46maxon] 29/10/2020 15:28

Pretty cool, good on Drew. Well done!!

[adejuk] 29/10/2020 15:06

shorters reducing bigly! wonder why?

[sf5] 29/10/2020 14:27

Wow - Nelson gold medal! hTTps://www.investegate.co.uk/iqe-plc--iqe-/rns/iqe-plc--dr-d-nelson-awarded-iop-gold-medal/202010291407396609D/

[meijiman] 29/10/2020 11:30

Management here seem naive.. to believe what people tell them. Usually not making for success in life, and often fatal in business.

[lord loads of lolly] 29/10/2020 11:04

Talk of sector growth & merger activity is all very interesting. But will it actually lead to an IQE profits upgrade this FY and next? Here's hoping. But if not, it should stop claiming to be world-beating (except in the Boris sense), when it's clearly losing ground against its competitors.

[savvy investor] 29/10/2020 10:58

Great find Para!!! Just read. Shortages of the 12 due to massive demand. Hold onto your hats!! Headline is about ToF-LiDaR....I dont think this is small news and will be shared on other tech chat sites. My thought is now quite a fast run up as those that read this and, like me see it as IQE great news, will add before it feeds through...

[paraone3] 29/10/2020 09:06

Just in from Digitimes , Apple to increase orders for VCSEL chips to account for large increase in orders for IPhone 12 in the USA