Iqe Share Discussion Threads

[paradores] 08/6/2018 11:43

"All three models would carry the TrueDepth 3D sensing camera system to activate Face ID similar to the iPhone X model, industry sources say."

...as you say Sweenoid, not much to dislike there! LOL

[adventurous] 08/6/2018 11:33

A 20% shortfall !!!! - Just as well IQE decided not gear up for Apple's peak forecasts - although I doubt the story is factual, as most other 'industry' leaked stories about Apple often prove to be wrong.

[mark_in] 08/6/2018 11:27

This is my first post on IQE but I have been invested for nearly a year…I’ve very much enjoyed the great research and comments posted over that time, even through the ridiculous shorting activity back in Feb and March.

I guess I’m looking for a little reassurance team…as I just don’t fully understand why IQE goes through these cycles, I’m on the verge of selling, but I know I need to stick it out as I do believe in the products and company.

Frustrated…230;

Thanks Mark

[sweenoid] 08/6/2018 11:18

Lol
😂
So that’s actually GOOD news
The 2higher end OLED screen new 2018 iPhone’s are a gimme for 3D sensing
The question was always whether the lower-end LCD screen model was going to have 3D sensing
It appears we now appear to have a definitive answer :-)... and it’s very good for IQE
Anyone believing the next ‘cycle’ of Apple phones won’t be a ‘supercycle217; Is as confused as anyone betting against Apple - per se , those people ALWAYS end up croppers.

Just a thought- when a B.B. descends to the level of “ I have a bigger one than yours” does it make anyone else wonder, whether it’s worth spending a single moment of your life here?

:-(
S

[jojaken] 08/6/2018 10:21

Further to the Bloomberg story, Nikkei, the original source for the story also reports a possible delay with the cheapest of the 3 new iPhones. Apparently suppliers are having issues integrating the LCD with the TrueDepth camera system.
hxxps://asia.nikkei.com/Business/Companies/Apple-warns-suppliers-of-20-drop-in-new-iPhone-parts-orders

"The production yield for the LCD model's 'touch' function is not satisfactory at the moment, but it is improving," one of the supply sources said. "The cost-effective model is viewed as the tool for Apple to boost its total shipment volume this year, and all the suppliers are doing everything they can to make sure the LCD one hits the shelves as soon as possible.
Two sources suggest bottlenecks exist in integrating the 3D sensing module onto the LCD screen for the first time, but that the situation is improving. "

[100laila] 08/6/2018 10:13

hxxps://asia.nikkei.com/Business/Companies/Apple-warns-suppliers-of-20-drop-in-new-iPhone-parts-orders

extract:-

TAIPEI -- Apple has asked its supply chain to prepare around 20% fewer components for iPhones debuting in the latter half of 2018, taking a cautious approach toward smartphone shipments compared with last year's orders, industry sources say.

"Apple is quite conservative in terms of placing new orders for upcoming iPhones this year," one of the four sources, who is in the supply chain, told the Nikkei Asian Review. "For the three new models specifically, the total planned capacity could be up to 20% fewer than last year's orders."

The U.S. company last year placed orders to prepare for production of up to 100 million units of the new iPhone 8, iPhone 8 Plus and iPhone X, but this year Apple currently expects total shipments of only 80 million units for new models, two people said.

Apple did not respond to Nikkei Asian Review's request for comment.

Total iPhone shipments, including new and previous generations, declined 1% on the year in the October-December quarter to 77.31 million, Apple's data showed. The slowdown went beyond Apple, as worldwide smartphone shipments contracted 0.3% to 1.46 billion units in 2017, the first-ever decline in the industry, according to research company IDC.

The Nikkei reported earlier that the U.S. tech titan intends to introduce three new iPhones in 2018. Two will feature the costly organic light-emitting diode screens like the iPhone X, while a cost-effective model keeps the liquid crystal display screen used by the iPhone 8 range. All three models would carry the TrueDepth 3D sensing camera system to activate Face ID similar to the iPhone X model, industry sources say.

[potential] 08/6/2018 10:02

Will end up blue by close watch :-)

[potential] 08/6/2018 10:01

A no brainier !!! Cheap as chips

[paradores] 08/6/2018 09:57

No shortage of near term new market and revenue diversification opportunities for IQE. [Beware false prophets]

[solderflux] 08/6/2018 09:38

fraudsters in full flow and spreading fake news to scare people

[momentofclarity] 08/6/2018 09:37

Thx grity, I'm new to the name so just posting the reason for the slap this morning across the space....looks like 100p a nice level for me to add if this is sustained for a day or 2

[grity] 08/6/2018 09:32

moment , don’t forget we were only in 1 of the 3 phones last year , even with a 20% reduction this year we will be Quids the n as our Wafers will more than likely be in all 3 , if rumoured predictions are correct .

[bocase] 08/6/2018 09:25

Can anyone make a meaningful guess at what percentage of IQE's revenue relates to Apple?

[momentofclarity] 08/6/2018 09:22

(Bloomberg) -- Apple told its supply chain to prepare ~20% fewer components for iPhones debuting in the latter half of this year, compared with last year’s orders, Nikkei reports, citing unidentified industry sources.
Apple drops 2% in Germany; AMS slides ;as much as 5.2%, leading European chipmakers lower
Apple is "quite conservative" in terms of placing new orders for upcoming iPhones this year, Nikkei reports, citing one of four sources
The total planned capacity could be up to 20% fewer than last year’s orders for the 3 new models
Apple currently expects total shipments of 80m units for new models this year

IQE -5%, Dialog Semi -3.3%, STMicro -2.1%, Infineon -2%
Watch U.S. suppliers including Cirrus Logic, Skyworks Solutions, Qorvo, Broadcom

[dr_smith] 08/6/2018 09:19

Can you imagine the promotional tour today, concluding with "any questions from the floor?"
Chuck (well it is USA) asks:
"So UK institutions bought in at 1.40 on this plan.
You say you have ..and are..delivering to plan and all good, yet even today share price has dropped 3% percent..check... now 4.87% to 107.5, why is this, why such volatility in such a steady plodding plan entering this inflection point you talk of?

[richardc77] 08/6/2018 09:08

Bought some more at 108p.

Fortunately VRS doing somewhat better, patience required here but we will be rewarded and happy that we had the opportunity to top up at this level...

[bocase] 08/6/2018 09:06

When the shares were 180p we were all happy. Now it seems many of you are worried..worried that maybe the prospects of the company have changed.

You are right..they have improved!!

[bocase] 08/6/2018 09:02

Foetus:

House brokers are not interested in an orderly market. Like you, they are interested in making money so don't expect anything more from them.

If you need comfort, look back at the daily chart. In the autumn we fell like a stone to 90p then hit 180p seven weeks later and in Feb we hit 100p and three weeks later were at 149p.

Don't underestimate the tricks of the professionals to scarer the private investors and to get your shares off you cheaply. They can move the market up an down very easily in a company of this size. Sit tight and you will be fine.

[mad foetus] 08/6/2018 08:59

I would like us to give Cannacord the boot and get Stifel in their place. A first class outfit with global reach and an analyst that understands the business.

[cheek212] 08/6/2018 08:58

Tree shake - how many stop losses taken out then?

[mad foetus] 08/6/2018 08:57

That is exactly the sort of price move that should not happen to a company whose brokers give a toss. I have no doubt our house brokers are more interested in their trading clients than in running an orderly market here.

[potential] 08/6/2018 08:53

It's a matter of time this will smash the 130 mark- ppl will just start flooding in mark my words chaps - quality shines through always! Gl all and I sure have done another cheeky top-up and why not :-)

[cojones] 08/6/2018 08:13

A top up from me, thanks sellers ;)

[owenga] 08/6/2018 08:01

Few quick sells to drag price down early! So predictable