Iqe Share Discussion Threads

[jimmmy] 01/2/2018 21:39

QRVO get upgrade from BOA, Apple contract win

hxxps://www.benzinga.com/analyst-ratings/analyst-color/18/02/11117958/bank-of-america-upgrades-qorvo-but-projects-limited-ups

[mad foetus] 01/2/2018 21:34

Fewer iPhones sold than expected but average price of iPhones sold about $30 above expectations. Looks like they have sold iPhone X in larger proportion than expected.

[galatea99] 01/2/2018 21:33

Apple results

[kazoom] 01/2/2018 21:26

hmm - poombear so why did they agree to reduce supply in to the wireless sector in order to switch capacity to VCSEL?
Some of the extra capacity coming on stream will allow them to replenish inventories in Wireless (before the big 5G push comes). Maybe not 100% capacity, but I'd certainly think they are in the high 90s.

[poombear] 01/2/2018 21:11

I don't agree that IQE are at full capacity, so to say they can sell as many wafers as they can produce is plain wrong. I think that they have projected that by H2 2018, their capacity as of H2 2017 needed to be enhanced, and so far we have just seen preparation for that.

[kazoom] 01/2/2018 21:01

Die / Dies / Dice / VCSEL / VCSELs / VCSEL arrays

All very interesting I'm sure.

But as Sweenoid says one thing we know is that for the moment IQE can sell every VSCEL capable wafer they can make.

Certainly though it would be useful to have some understanding of the level of demand, but rather than getting tooo technical surely a better measure, for example, would be how many smart phones can be supplied per wafer?

[toffeeman] 01/2/2018 19:05

Apols if already posted (CBA to trawl) but QRVO up 15% so far today

[steptoes yard] 01/2/2018 18:38

Any sign of Doug Mountjoy?

[steve davies] 01/2/2018 17:55

I give up, I cannot compete who people who spend their time reading PR material.

[suejarvie] 01/2/2018 17:47

You could say sweeny's response was on cue!

[poombear] 01/2/2018 17:47

Hold on Jimmy White is going to give us a 2nd opinion.

[hoverflyman] 01/2/2018 17:44

Good exchange Sheepy & Steve, everything much clearer for the rest of us, good to know we have such experts on our staff.

[regasclockwork] 01/2/2018 17:39

sweenoid1 Feb '18 - 17:22 - 12304 of 12305
0 1 0
"I think Sheepy has you ‘snookeredR17; Steve 😂" -End-

Be careful Steve, otherwise you could get 'Blackballed'. And, there are a few on here who it seems would like to 'frame' you.

[squire007] 01/2/2018 17:28

Don't care what they do, just want the share price to rocket .... lol...;-)

[sweenoid] 01/2/2018 17:22

I think Sheepy has you ‘snookeredR17; Steve 😂

[sheep_herder] 01/2/2018 17:13

From Finisar:
"High power operation in a VCSEL can be achieved by either scaling the emitting region
in diameter (typical datacom VCSELs are ~10μm) up to 100μm or larger, or using 2
dimensional arrays of individual emitters."

A Princeton VCSEL that would double the number of dies per wafer from your example:


Am example of a 6x6 array where the microlens limits the spacing. This is 1x1mm so you'd get 16X less die's per wafer.


A very good high-power example from Princeton where the VCSEL array is 3mm*3mm with 3000 individual VCSELs. They also talk of a 5mm*5mm package with 10K emitters.


So which one of those is your typical 0.25*0.25?

Edit: I missed your last post as I was writing. Hopefully this clarifies your misunderstanding. A "die" is the sliced up piece of the wafer, just as in chip manufacturing. A single die can have many VCSELs on it as those links show. Enough from me. If people can't read then I can't help.

[steve davies] 01/2/2018 16:59

Sheep herder wrong! a vcsel die is one device. An array of VCSELs (or vcsel dice.plural) contains many devices. Maybe not so simple?

[sheep_herder] 01/2/2018 16:49

steve, a "VCSEL" refers to the individual laser. A "VCSEL die" can contain a single VCSEL or an array of VCSELs. Simples. Or not as the case may be.

[steve davies] 01/2/2018 16:43

Sheep herder .25mm * .25mm is the size of a typical vcsel die. It is one device. Your level of understanding is way off.

[steve davies] 01/2/2018 16:43

Sheep herder .25mm * .25mm is the size of a typical vcsel die. It is one device. Your level of understanding is way off.

[sheep_herder] 01/2/2018 16:39

steve, how many VCSELs do you think you can fit in a .25mm * .25mm die? Hopefully it's more than 1.

Typical spacing is 40um:

[adejuk] 01/2/2018 16:31

big short push at close
f em
i hope they can't exit before mid march