Iqe Share Discussion Threads

[kuss1] 01/2/2018 22:37

Oh dear, so the iphone X is a huge success. Facts getting in the way for the gamblers... Lot's of shares to buy back. Betting against a good company; not such a good idea.

[thecrunk] 01/2/2018 22:37

"iPhone X most popular, particular noteworthy. Most popular i phone every week. We feel fantastic"

Tim cook

[thecrunk] 01/2/2018 22:31

"iPhone X surpassed our expectations and has been our top-selling iPhone every week since it shipped in November,” says Tim Cook

[thecrunk] 01/2/2018 22:28

"iPhone X surpassed our expectations and has been our top-selling iPhone every week since it shipped in November,” says Tim Cook

[tsmith2] 01/2/2018 22:27

£1.20 plus open

[poombear] 01/2/2018 22:25

Btw surprise surprise Apple earnings call is not supposed on my Android....

[thecrunk] 01/2/2018 22:24

Apple up 2.5% after hours

[poombear] 01/2/2018 22:23

Kazoom my thoughts on this were based on the Finance Director saying in 2016 that at full capacity revenue would be around $300m. That was 2 years ago. Price of wafers would have needed to have dropped significantly if we are at capacity with current (2017) revenue?

[thecrunk] 01/2/2018 22:23

Apple earnings beat expectations thanks to iPhone X sales

[thecrunk] 01/2/2018 22:20

All time I Phone revenue records.

I phone 10 drives asp to all time high.

Everything very positive

[chessmaster10] 01/2/2018 22:10

Tim cook waxing lyrical about AR, and the iPhone X the best selling phone globally for the December quarter. Not bad.

[rogerbridge] 01/2/2018 22:07

77.3 million phones $20 billion profit

[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!