Iqe Share Discussion Threads

[toffeeman] 10/8/2017 09:16

"When its share price reaches 150p this becomes a billion pound company."

And BOO which makes tat (highly profitable tat) is currently worth £2.75bn

Funny world innit

[pal44] 10/8/2017 09:14

£20 in 24 months I would add :)

[potential] 10/8/2017 09:10

Yes all three I say!! It's a £3.50-£4 company over the next 12 months easily!!

[big7ime] 10/8/2017 09:02

Its quite likely they supply all 3

[grabster] 10/8/2017 08:56

When its share price reaches 150p this becomes a billion pound company.

[poombear] 10/8/2017 08:49

Need to see who has the other half of the VCSEL order, expect Finisar. And hopefully IQE supply both (multiple multi year contracts for vcsels)

"We believe Apple’s next iPhone launch remains on track to be released in September. We anticipate the company will ship 133M units in the 2H of CY17. Assuming Lumentum controls ~50% of the total consumer VSCEL laser market, the majority of all VCSEL lasers produced are going to Apple, and the total VCSEL laser cost (high and low-end) is ~$6 – 7, we believe 55M new iPhones (43%) will incorporate VCSEL lasers, enabling advanced 3D sensing capabilities."

[someuwin] 10/8/2017 08:47

Moving up.

[potential] 10/8/2017 08:40

Some nice buying - 160k gone through;) I'll be going to the presentation for sure!! What an additional bonus to have in results day.. and no way would they be doing a presentation if they knew it would be a anything other then outstanding results - writing on the wall guys!!!

[grabster] 10/8/2017 08:39

thanks for that Telegraph link, Rick:



iPhone 8 provides lift-off for Welsh tech company IQE


James Titcomb
5 AUGUST 2017 • 7:45PM

A little-known Welsh manufacturer is tipped to be at the centre of the next iPhone’s breakthrough 3D-tracking technology.

IQE, based in Cardiff, makes the special materials that are found in laser ­diodes, which are widely expected to feature in the new Apple handset.

The technology will allow the new iPhone 8, expected to be unveiled next month, to instantly scan its environment to create virtual 3D models of the world around it. The feature is likely to be one of its big selling points, allowing owners to unlock their phone using ­facial recognition.

IQE, which is listed on London’s junior Aim market, has seen its share price treble this year amid growing speculation that a number of new contracts it has signed relate to the iPhone.

The company has an 80pc market share in compound semiconductor wafers, which are faster and more efficient than the silicon wafers used in most sensors and microchips, and are especially suited to carrying light signals.

Drew Nelson, IQE’s chief executive, ­declined to deny or confirm its relationship with Apple. But last month the company said there had been a “significant ramp” in demand for “VCSEL” ­laser components, which would be used for “mass market consumer applications”.

Apple is expected to release three models of the iPhone in September, with the high-end version featuring new technologies such as wireless charging and an edge-to-edge screen. The 3D sensor is likely to be used for facial recognition or augmented reality applications.

Apple is expected to rely on a number of laser suppliers but several are believed to be buying wafers from IQE.

The Welsh company, founded in 1988, has ramped up production in recent months to match a leap in demand. The company listed at the height of the dotcom bubble and crashed the year after, but its share price has multiplied in the last year, valuing IQE at more than £800m.

Oliver Knott, an analyst at N+1 Singer, said its value could continue to rise if other smartphone manufacturers followed Apple in adding 3D sensors to phones, or if the company included them in the iPad.

[nasnas1] 10/8/2017 08:34

Anyone going to presentation in 3 weeks. ..expecting a good rise into these results given the fact that we have been given a hint as to what is coming. Exciting times and reminds me of Pace Micro before it got bought out 18p to £12 in the summer of 1999 it went up 50/60p daily for 2 whole weeks.

[potential] 10/8/2017 08:22

Plenty of buys going through ....

[potential] 10/8/2017 08:15

Will smash 130 today - hold on to your hats.. not long for results

[sweenoid] 10/8/2017 08:02

I think IQE have responded to my repeat requests by inviting us all along to the presentation :-)
It's an oddly worded statement, but that's what it suggests,we need flies on the wall ;-)

We now have confirmation of a high power AND a low power VCSEL laser - splendid



"In our view, capacity and yield rate are two competitive advantages LITE has for VCSEL lasers in 3D sensing, and management has confirmed that they are involved in both the low and high power VCSEL lasers in Apple,"

Ipavlou- why do you get so much wrong?, didn't you read the Himax results?
S

[ramridge] 10/8/2017 07:36

RE. Analyst Presentation . What, no webcast?

[shavian] 10/8/2017 07:19

Re post 4285:"Kuo estimates that 45-50 million iPhone 8s will be assembled"One third of which could be 'IQE inside'?

[someuwin] 10/8/2017 07:08

IQE PLC Iqe Plc : Notice Of Results - Analyst Presentation

10/08/2017 7:00am

UK Regulatory (RNS & others)


TIDMIQE


IQE plc

Analyst Presentation

Time / Date: 9.30 am on Tuesday, 5 September 2017

Venue: Instinctif Partners, 65 Gresham Street, London, EC2V 7NQ

Cardiff, 10 August 2017: IQE plc (AIM: IQE) the leading global supplier
of advanced wafer products and wafer services to the semiconductor
industry, will be announcing its results for the six months ended 30
June 2017 on Tuesday, 5 September 2017.

Drew Nelson, CEO and Phil Rasmussen, FD will be hosting an analyst
presentation at 9.30am on Tuesday, 5 September 2017 at the offices of
Instinctif Partners, 65 Gresham Street, London, EC2V 7NQ.

If you and/or any of your colleagues would like to attend, please let us
know by email ([e-mail]) or by telephoning 020
7457 2077.

This announcement is distributed by Nasdaq Corporate Solutions on behalf
of Nasdaq Corporate Solutions clients.

The issuer of this announcement warrants that they are solely
responsible for the content, accuracy and originality of the information
contained therein.

[rutter] 10/8/2017 07:04

Can't envisage a company giving a presentation on the same day at it announces bad results :-)

[runthejoules] 09/8/2017 23:10

Looks like lots of buys after the bell on HL so hopeful this'll start upwards again tomorrow. As ever, wish I'd acted on bamboo2's predictions, he may be a self-fulfilling prophecy...

[lpavlou] 09/8/2017 21:24

It looks like to be that Lumentum are only 1 of 3 suppliers for 3D sensing for the new iPhone with FNSR and IIVI being the others. My guess is that IQE are only supplying Lumentum. That is still a great achievement, but I don't think there will be a huge revenue gain in H2, but suspect it will be in H1 18.

[sheep_herder] 09/8/2017 20:35

someuwin, nice. We just need a couple of other manufacturers to follow and we'll be at the top end of those Peel Hunt numbers. I think it might be an exciting 2018 for all here.

[nurdin] 09/8/2017 20:33

Could be of interest..

[lurki0] 09/8/2017 20:30

Nice find, someuwin.