Iqe Share Discussion Threads

[potential] 08/5/2018 08:35

Short term we should be in the 130 range- Apple flying --it's just a matter of time before it filters down!!

[mad foetus] 08/5/2018 08:20

Have bought some traders, short term target price 118

[dr_smith] 08/5/2018 08:17

Sweenoid.
IIRC There was an article that there is (or will be) mobile trackers on cattle to assist farmers in locating and/or spotting inactivity(sickness).
So get cracking on equiping your newbies :-)... though your view from window will beat radar spots on a phone app any day. :-)

[senor_sensible] 08/5/2018 07:11

I'm Sure all opinions welcome :-) EBIT in Auto sector is >30% it's a bloodbath in Mobile and computing........GaN/Si and Graded Epi Wafer business will see good growth for the likes of IQE......

hxxps://www.just-auto.com/analysis/automotive-semiconductors-the-next-wave-of-market-growth_id179894.aspx

hxxps://www.mckinsey.com/industries/semiconductors/our-insights/mobility-trends-whats-ahead-for-automotive-semiconductors

That would put annual sales for automotive semiconductors in the $39 billion to $42 billion range.



In fact, market research firm IC Insights forecasts that the automotive semiconductor market will be the the strongest end market for chips through 2021. According to the firm, automotive electronic system sales are forecast to rise by a compound annual growth rate (CAGR) of 5.4 percent from 2016 through 2021.

hxxps://semiengineering.com/automotive-ic-industry-trends/

A trend that will continue in 2018 is the rise of the smart, autonomous car. As consumers and regulators demand more capability from automobiles, semiconductors have become the most critical part of these innovative solutions. But these chips, designed to bring safety and economy to the car’s operation, also bring complexity and higher requirements for reliability, requirements that have not been seen in other consumer segments like mobile devices and personal computing.

[maxwellsdemon] 07/5/2018 21:52

Introducing Project Kinect for Azure
Published on May 7, 2018
Alex Kipman
Technical Fellow - AI Perception and Mixed Reality

Hello everyone!

Microsoft Build is upon us once again. It’s my favorite time of year because it’s so exciting to introduce our developer community to the newest tools that will empower them to accelerate the world’s digital transformation and create the future.

During Satya Nadella’s Build keynote, he introduced the world to one such tool that may sound a little familiar: Project Kinect for Azure. I wanted to take a little more time to expand upon this project, what it means and the role it will play in enabling developers to apply AI over the real world in profound new ways.

What Satya described is a key advance in the evolution of the intelligent edge; the ability for devices to perceive the people, places and things around them. One of the things that makes Project Kinect for Azure unique and compelling is the combination of our category-defining depth-sensor with our Azure AI services that, together, will enable developers to make the intelligent edge more perceptive than ever before.

The technical breakthroughs in our time-of-flight (ToF) depth-sensor mean that intelligent edge devices can ascertain greater precision with less power consumption. There are additional benefits to the combination of depth-sensor data and AI. Doing deep learning on depth images can lead to dramatically smaller networks needed for the same quality outcome. This results in much cheaper-to-deploy AI algorithms and a more intelligent edge....................


See also Microsoft Keynote :

[thecrunk] 07/5/2018 18:53

Lumentum up 5% today.

I hope IQE will start to pop soon.

Can't see why it won't

[mad foetus] 07/5/2018 17:39

LITE up today, over 60 now. IQE has a bit of catch up today but the technicals are all starting to move in the bulls favour

[dr_smith] 07/5/2018 17:36

Sensor sensible.
Will phones be a sideshow?
Given that phones tend to be (potentially) consumed by everyone on the planet say age 10+ and cars tend to be one per household in the west and will average waaaay lower in a world market.
Also folks update phones more frequently update phones (I guess) and older cars are used by many whereas replaced phones tend to be out-dated and rest in the bottom drawer (or handed to kids).
So.. my gut re-action is that car market (for IQE) will be tiddly compared to phones.. unless many more IQE components are used per car than per phone.

Quick google
world phone sales..1632m 2017
world car sales 2017 79m

Stats sources here:



So.. 20 times more sales for phones sold than cars.
My gut is right..despite todays heat. ;-)

Over to you for number of IQE components per car :-)
And of course.. any lacking volume (compared to phones) may be offset by higher margin to help your hope/prediction come true.

[senor_sensible] 07/5/2018 15:11

Apples and smartphones will be a side show in the future, real growth will come from Autonomous vehicles, Electric Vehicles, fast charging..... One area is Lidar

One of the areas Where GaN/Si will provide excellent performance.
Some more research:

hxxps://epc-co.com/epc/GaNTalk/Post/14468/GaN-Puts-the-D-in-LiDAR-for-Autonomous-Vehicles-Enhancing-the-Eyesight-of-Self-Driving-Cars

hxxp://www.embedded-computing.com/embedded-computing-design/can-gan-deliver-fast-charging-and-efficiency-safely



EV and Auto sector Power Si and GaN will continue to grow for the next 5-10 years until Petrol vehicles are phased out.

Reactors for Growing EPI or GaN Layers are re-usable with a simple change in process instructions to create wafers with different Epi.

This is excellent long term growth stock, DYOR

[hoverflyman] 07/5/2018 12:53

Regas, lucky you, one of my dogs has moderate heart failure so I have to walk instead of jog (no time to do both) ... have a good one!

[hoverflyman] 07/5/2018 11:52

The Penny Share Letter has morphed into Technology Profits Confidential, and in the first issue the recommendation concerns 5G; An extract written by an American, Ray Blanco, reads:

"Then we got a big surprise last month. Broadcom, after repeatedly raising its offering price" for Qualcomm "which finally was driven up to $146 bn, saw the deal nixed by the Trump administration, which cited national security concerns. Qualcomm's technology is just too important to belong to a foreign country. That Qualcomm also develops valuable technology for the US military only strengthens the case against a Broadcom/Qualcomm deal.

Qualcomm is one of the world's premier wireless innovators. The Trump administration sees upgrading to the next level of wireless technology as a critical infrastructure improvement necessary for maintaining a leadership position in the world. 5G technology is considered critical for the growth of our economy.
It's such an important priority that Trump himself has even suggested nationalising the wireless networks to do it. You see, the US need 5G to increase our competitiveness. Accenture estimates 5G and smart cities will create 3m new jobs and a $500m annual boost in GDP as telecommunications operators invest $275bn in the new technology.
Ericsson estimates that globally 5G will be worth a whopping $1.2 trillion by 2026. The GSM Association estimates there will be more than 1.1bn 5G connections by 2025.
Steve Mollenkopf, Qualcomm's CEO, believes 5G will be the biggest thing since electrification.

Billions of dollars are being spent on the 5G rollout, with many billions more to go".

I think the IQE ramp will lead us onward and upward to a rosy future!

[mad foetus] 07/5/2018 07:21

Thanks fingers, very helpful, and thanks to suffernofools for finding the link while I was busy. Without wishing to labour the point, for those who aren't chartists, a price will tend to find support/resistance at the centre line. From there it will tend to stay in a channel between the centre line and the bottom band (in a downtrend) or the centre line and the upper band (in an uptrend). If you were a chartist you wouldn't invest now, but wait until the trend becomes clear. At the moment, all the indicators are that the trend is about to change, but until the share price breaks through the centre line, we are extrapolating, which is not a good thing. Once the trend does change, it should be good for a reasonable stretch.

[solderflux] 06/5/2018 19:15

Yes 'decision time' if you are shorting.

[fingers xxd] 06/5/2018 18:21

Last night, I posted the chart below on the FXD1 thread, using 'Trend Lines',
which suggests a similar conclusion - the price appears to have reached 'Decision
Time' so by the 'end of the week', we should have a clearer indication of its next
'short term' direction - (and before anyone else says it - Yes, I am saying that it
could either go up or down, which unfortunately applies to all stocks - but what I am
also saying, is that the next move, is likely to determine its direction for the next
couple of weeks).

[chessmaster10] 06/5/2018 15:55

Dr_Smith, fair point... just to clarify, I don't expect things to go from 0%-100% overnight. I fully expect that there will be a gradual ramp up, starting from July.

There's anecdotal evidence that it could be a fairly steep ramp, but we'll find out over the course of the next 3 or 4 quarterly updates.

[dr_smith] 06/5/2018 15:14

cm. As H2 referenced/projected, rather than say Q3, it could easily mean anytime Jul-Dec.. so could be 7 months away. Hope not..but suspect vagueness reflects how much has to come to gether, some stuff controllable, other stuff not (market/customer dependant).

[chessmaster10] 06/5/2018 14:59

John Taylor / gritty... Thanks for the article about the new foundry being up and running for July. It also clarified something that I'd wanted to understand - the size of the place, which is apparently 300,000 Sq ft.

That compares to the 700,000 sq ft foundry in Austin which finisar are setting up, with support apparantly from Apple. It seems that they are also targeting h2 2018 for production ramp up... More evidence that h2 2018 (only 2 months away!) promises to be the start of a jamboree of wafer production to satisfy demand. Or at least try to...

Don't get me wrong, I'm not saying we should be worried about the size of the finisar facility. They cannot yet produce 6" vcsel wafers, and we don't know if that facility will be 'full'. Also iqe's 2nd plant is in addition to the existing one. We know they can both hold approx 100 machines so I guess plant #1 is of similar dimensions, giving 600,000 sq ft overall for iqe (happy to be corrected), but with respect to finisar, iqe have a greater ip portfolio, product diversity and, crucially, ability to produce 6" wafers.

Reading the recent customer results and indications for the rest of the year, things are looking very promising indeed imo.

[suffersnofools] 06/5/2018 05:28

It was a good watch mf - I don't agree with his conclusion but I like the analysis.



I've posted on the FX thread to scare the permabears :)

[old fool2] 05/5/2018 11:41

I remember these were selling for over £100 in 2001

[mad foetus] 05/5/2018 10:10

I get it through Twitter, will try to find link later. It can be repetitive but is very good, especially if, like me, you watch the markets on a minute by minute basis and need a wider perspective

[horneblower] 05/5/2018 09:42

mf, do you have a link? I can't find it; at least, not the one you describe.

[suffersnofools] 05/5/2018 07:20

I'll take a look and report back!

[mad foetus] 05/5/2018 07:10

I don't disagree, but the reason I recommend Ciovacco is because he has a method that gets you out in bear markets and keeps you in during bull markets. Too many permabulls and permabears out there. But watch his video, it is very persuasive that, at the moment, there is no reason to be bearish. He is open to that changing, and shows what indicators we should look for when things are changing, but the biggest risk we have as investors is believing we can anticipate the future. You can quite easily make a case that this looks like 1996 and the S&P could move to 6,000 without a major correction. Given IQEs positioning, if we can continue to add value and move up the value chain then there is no reason why we cannot multibag from here. Technically, this looks a very good time to be buying IQE.