Iqe Share Discussion Threads

[dr_smith] 20/8/2018 17:54

Pico'.
Circa 1962 that's probably what my Mum gave me and called it "Toffee on a spoon" and coffee was camp coffee.
No - that "camp" hadn't been invented, this was pre John Inman, it was a liquid yuk and not coffee at all.
Don't tell'm your name Pico'. ;-)

[picobird] 20/8/2018 14:43

Back in the fifties we used to get a tablespoon of cod liver oil followed by sticky malt to take away the taste. Orange juice was rationed but we got a small bottle from the ration office occasionally. Phone calls were made through the local exchange. Dads Army stuff.

[dr_smith] 20/8/2018 14:30

adejuk.
That's funny for me.. whatever I eat or do has some survey saying I'm doing wrong and throughout my life I have found studies contradicting each other.
Proff of pudding (possibly) - they have possibly cured my creaking left knee.
Dave.
Gotta go now, my flat Earth society meeting is about to start. ;-)

[dr_smith] 20/8/2018 14:24

SH:
I assumed processing power would contain semiconductors (implicitly IQE), aside from LIDAR /3D sensing.
Do I have that wrong?
I found this but still unclear on extent of IQE components in cars:

[adejuk] 20/8/2018 14:20

dr
recent studies show that omega 3 is a waste of money in pills

[sheep_herder] 20/8/2018 13:54

Yes, agreed on the processing, but that has little to do with IQE so was confused by the mention.

[dr_smith] 20/8/2018 13:51

Cheers SH.
I did watch a youtube video how to do it, but with one "bulb" left for little used gizmo, decided to live without it.
To "process info" I was thinking more about the autonomous control asisde from the environment/3D sensors that use semiconductors. My knowledge is weak in this, hence the question.

adejk:
On your prompt re pills, I do take Cod liver oil tablets for joints..so your WD40 alternative is more apt than you realise. ;-)

[adejuk] 20/8/2018 13:38

or
wd40

[sheep_herder] 20/8/2018 13:17

DR, there are many differing solutions to the problem. One size does not fit all. I'm also not sure how many lasers will be used to "process info". ;-)

Regarding your LED failure. Get a screwdriver and a soldering iron and replace the LED yourself. Or cellotape a head torch to the visor. :-)

[jamesrowe] 20/8/2018 12:43

So a 2 million trade and the price doesn't move so presumably it was either at the current price or is an order that was filled over the last several days. Is that possible? Likely?

[adejuk] 20/8/2018 12:40

meanwhile, in the real world, they keep screwing us.

[dr_smith] 20/8/2018 12:24

Cheers SH.
That was my gut feel when I guestimated < 20 units, to cover 360 of car and some to process info and/or carry out other time critical/complex functionality.

[sheep_herder] 20/8/2018 12:06

Regarding LiDAR, perhaps a read up on the differing technologies is in order. For example, it's not hard to find use cases where a single laser is used per 120 degree FOV and is scanned across its region of interest.

[horneblower] 20/8/2018 11:56

If it is universally useful, even the newest, most complicated technology will become a cheap commodity eventually.

[dr_smith] 20/8/2018 11:51

Component reliability:
My car has 2 LED lights on vanity mirror. One broke, so guessed less than a fiver to replace "bulb" but was told it is a solid state component expected to last life of car and cannot be replaced as a componernt, needed new visor and would require technician to remove headlining for cabling, so cost £120+
...zzzzzzz so I'll stick with just 1 working.

Point is.. I hope the increased car sophistication isn't hampered by component failure where replacing parts costs arm and a leg.
My dear departed Dad commented that new electric windows were something else to go wrong..but they seem reliable, so lets hope it's the same for next gen cars. :-)

[dr_smith] 20/8/2018 11:39

Thank-you horneblower, though just found this,

"According to market research firm Zion Research, in 2015 the global vertical-cavity surface-emitting laser (VCSEL) market accounted for around $760.00 million but it the fast adoption of VCSELs in cars and data centers is expected to drive this market on a steep CAGR of around 21.3% between 2016 and 2021, eventually reaching $2,414.91 million by 2021."

I have seen the 21% growth figure before, but I would have expected increased semi-conductor use in phones (as in more per phone for 3D sensing and extra functions) would in itself account for say a 21% increase, so would have thought the car side would have increased it much more.
To me 21% CAGR does not represent the shift in technology and wide adoption and high volume use we hear of.

Not a reference to IQE, but as an anology for scale/market take-up, if we had homes/factories all using old light bulbs switching to new efficient bulbs over 5 years that alone would give a 20% (simple interest) take up.

Therefore, can't help thinking figure of 21.3% CAGR is under-stated.

Dave.

[horneblower] 20/8/2018 11:10

DR,
About a month ago someone posted a link to an autonomous car research co's device that was using a very large number of vcsel units to 'scope' the area around the car.
In my mind it was 1,200 and it might have been Amazon, Uber, Google or some other co.
I will try and find it.

Historical usage is not a useful guide.

[adejuk] 20/8/2018 11:07

get your hopes up dr.
what the hell else is there?
pass the pills.

[cheek212] 20/8/2018 09:13

2m+ trade just gone through - probably Marshall Wace reducing their short a little more! We shall see in the next day or so.

[regasclockwork] 20/8/2018 09:02

I make no apologies for once more mentioning VRS on here. It soared on the last 3 days of last week by around 20p to close the week at 134p.

This had nothing to do with recent results or the landing of a new contract. It rose solely due to the 'appointment' of a 2nd DIT secondee, namely Peter Jay [Deputy Head of International Strategy and Government Relations] on a secondment for a minimum of 12 months.

However, this morning VRS did announce the following: "Versarien PLC Collaboration Agreement with AXIA Materials".

This sent the share price up a further 12p to a new all time high of 146p in early trading.

It has inevitably dropped back a few pence since then, but not bad for a share that some well respected ramper on here said he had done due diligence on and wouldn't touch it with a barge pole when it was 80p.

What I'm hoping is that as the same person has done due diligence on IQE and had a target of 225p for this year's AGM [now gone], we will soon be enjoying a similar rise to that of VRS.

At present we can only dream of the 146p that VRS hit today, let alone that 'plucked out of the sky' 225p target mentioned above.

Hopefully the results due shortly will give us all a pleasant surprise and the share price will respond accordingly. GLA.

EDIT: "At present we can only dream of the 146p that VRS hit today". Make that 149p.

[horneblower] 19/8/2018 22:54

I think we may be talking about 1,200 units per car.

[davebowler] 19/8/2018 16:52

Inspiring video from the VRS thread. Photonics gets a mention and it concentrates in a major way on the likely takeover of autonomous electric vehicles.

[davebowler] 19/8/2018 15:20

HTtps://youtu.be/2b3ttqYDwF0