You would do well to educate yourself before spouting rubbish. People are laughing at you!
Up over 30% in a year, even now. Could be worse....
21 Aug '15
RE: Itsaduster- re MACOM GaN and so..
Not my intention to disagree with you but we recently had info from MACOM that they expect GaN to be the ''Big One'' To meet this anticipated market they are to build a mega factory. No mention of IQE there. When the RF products were building up we were fobbed of being told its all hush hush and confidential. Same old same old..
21 Aug '15
Itsaduster- re MACOM GaN and solar
As far as I am aware, MACOM are customers of IQE (not competitors), who will use GaN wafers in their new GaN product ranges. All the recent PR put out, indicates that Gan products are currently undergoing qualification and having gained cost competitiveness, will become commercially available within the next 12 months. The major question is how quickly GaN products achieve mass market adoption. Only time will tell how big the volumes will be and how good the margin is on these GaN wafers, but it could be a game changer for IQE. As far as solar is concerned, Solar Junction produce high efficiency ( but at a higher unit cost) solar cells, which are most cost effective in high solar intensity areas, such as the middle east, southern California. They are being used in larger commercial power generation projects rather than household solar panels. The Saudis see solar power as a means of replacing the use of oil to provide power for air conditioning, thus giving them more oil to export. The question remains how quickly they move forward to large scale production volumes but again we should get a better idea in the next 12 months As always, there is more jam tomorrow, but jam there seems to be.
21 Aug '15
I presume you are a shareholder in MACOM so well done and good luck. But why post here .......... clearly you should be posting on MACOM board. They are our competitor and as a multi billion dollar company will make small ( even smaller ) change out of us. They certainly wont let us take a profitable position. If they do cast a few dregs our way we have the reputation of being dogs and like Apple they will make us buy work. We have no leverage. No knock out patent someone might want cos we just do low tech crystal growth which we know anyone can do and at comparatively low cost entry. If there are any patents of interest which we have they can be avoided with comparatively easy technical adjustment. Remember a patent costs up to $250,000 a year to support and we just don't have that kind of money and at our tech level not worth it.. If IQE have any benefit coming from association with MACOM don't you think Nelson would be telling us about it loud and clear. MACOM are clearly well advanced and have their products lined up with many cutting edge products of the future and they will say so loud and clear at Paris and have posted so in the past. But not a peep from us. Relax Dude this aint your ship for sure. Skyworks ?? Yeh as a poster said here a while back a holiday in California gave a clear message that Solar is no longer a technology of the future but one of the present with billions being spent each year and the whole market being supported by saavy go getters like Teslar. At the next Agm ask Nelson how many working and commercially sold solar panels we have put our photovoltaics into. My bet is he will have to say zero. My take is we have sunk millions into a pipe dream which sits on a lab bench some where with a spotty undergrad playing around with it from time to time. The US panel makers are using US manufactured cells and the Far East using cells from their Manufacturers. Do you know of any UK solar panel Manufacturers. Nope .......its a dead dog then. AIMHO Lets hope I am to harsh and wrong
20 Aug '15
Very interesting post, but will IQE be a benefactor of this new technology in the long run or just a bystander while someone else takes the cream.
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