2.62%
34.23%
24.17%
-52.17%
-25.50%
-53.14%
-70.76%
AI Spotlight on IQE
Company Description
IQE plc develops, manufactures, and sells advanced semiconductor materials.The company operates in three segments: Wireless, Photonics, and CMOS++.It manufactures compound semiconductor wafers or epiwafers using epitaxy process; offers wireless products, including GaAs, GaN, and InP-based technologies, as well as Si and Ge-based epitaxial wafer structures; and supplies GaAs HBTs, pHEMTs, and BiFETs/BiHEMTs for use in consumer mobile handsets, connected devices, 5G network infrastructure, WiFi 6, Bluetooth, and satellite communications.
The company also provides photonics products, which include vertical cavity surface emitting lasers, a 3D sensing technology that enables facial recognition, gesture control, light detection and ranging (LiDAR), and other advanced sensing applications; indium phosphide (InP) laser and detector wafers that powers high speed, 5G telecommunication, and data communication fiber optic networks; Gallium Nitride (GaN) and gallium arsenide (GaSb) for multicolor uLED displays; and a range of gallium antimonide (GaSb) and InP materials that enables high definition infrared imaging and sensing in security, health monitoring, and environmental applications.In addition, it offers substrate products, such as GaSb, InP, InAs, InSb, GaSb, CZT, custom size or geometry wafers, polycrystalline materials, high purity group iii/v source materials, and bespoke orientation substrates.Further, the company provides nanoimprint lithography services.
The company serves in the United States, rest of the Americas, France, Germany, Israel, the United Kingdom, rest of Europe, the Middle East, Africa, the People's Republic of China, Japan, Taiwan, and rest of the Asia-Pacific.IQE plc was founded in 1988 and is headquartered in Cardiff, the United Kingdom.
Market Data
| Last Price | 14.9 |
| Change Percentage | 2.62% |
| Open | 14.44 |
| Previous Close | 14.52 |
| Market Cap ( Millions) | 144 |
| Volume | 1635621 |
| Year High | 97.31 |
| Year Low | 8.21 |
| M A 50 | 11.83 |
| M A 200 | 21.81 |
Financial Ratios
| FCF Yield | -7.56% |
| Dividend Yield | 0.00% |
| ROE | -14.21% |
| Debt / Equity | 49.21% |
| Net Debt / EBIDTA | 4550.33% |
| Price To Book | 0.92 |
| Price Earnings Ratio | -6.19 |
| Price To FCF | -13.22 |
| Price To sales | 1.12 |
| EV / EBITDA | 140.82 |
News
- Jan -10 - 3 UK Penny Stocks With Market Caps Under £200M
- Dec -05 - December 2024 UK Exchange Penny Stocks To Watch
- Nov -06 - IQE Leads The Charge With 2 Other Promising Penny Stocks On UK Exchange
- Nov -04 - IQE plc's (LON:IQE) latest 20% decline adds to one-year losses, institutional investors may consider drastic measures
- Oct -08 - IQE Gains 18%, Insider Trades Reap Benefit
- Sep -11 - Is Now An Opportune Moment To Examine IQE plc (LON:IQE)?
- Jul -31 - British chip parts maker IQE plans IPO for Taiwan business
- May -10 - Stocks to watch this week: Burberry, Vodafone, BT and Walmart
- Apr -26 - Stocks to watch this week: Amazon, Apple, Anglo American and Novo Nordisk
- Apr -26 - IQE Insider Ups Holding By 16% During Year
- Mar -20 - De La Rue (LON:DLAR) shareholders have endured a 75% loss from investing in the stock five years ago
- Jan -13 - Shareholders in IQE (LON:IQE) are in the red if they invested three years ago
- Dec -08 - With 72% ownership, IQE plc (LON:IQE) boasts of strong institutional backing
- Nov -18 - IQE Insider Confidence Rewarded, Stock Hits UK£197m Market Cap
- Nov -18 - CEO & Director of IQE Picks Up 16% More Stock
- Oct -06 - RHI Magnesita (LON:RHIM) shareholders have earned a 75% return over the last year
- May -19 - IQE Full Year 2022 Earnings: EPS Misses Expectations
- May -19 - How UK’s chip industry is being lured by the US and Europe
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Photonics
Expected Growth : 10.47 %
What the company do ?
Photonics from IQE plc refers to the design and manufacture of semiconductor wafers for photonic devices, enabling high-speed data transmission and sensing applications.
Why we expect these perspectives ?
IQE plc's Photonics segment growth of 10.47% is driven by increasing demand for 3D sensing and facial recognition technology in smartphones, adoption of photonics in datacenter interconnects, and growing use of VCSELs in automotive lidar applications, as well as the company's strong relationships with leading OEMs and technology companies.
Segment n°2 -> Wireless
Expected Growth : 10.38 %
What the company do ?
Wireless from IQE plc refers to the design and manufacture of semiconductor wafers for wireless devices, enabling high-speed data transmission and connectivity.
Why we expect these perspectives ?
IQE plc's Wireless segment growth of 10.38% is driven by increasing demand for 5G infrastructure, adoption of IoT devices, and rising need for high-speed data connectivity. Additionally, advancements in semiconductor technology, growing popularity of wireless charging, and expansion into new markets also contribute to this growth.
Segment n°3 -> CMOS
Expected Growth : 8.9 %
What the company do ?
CMOS from IQE plc refers to Complementary Metal-Oxide-Semiconductor, a technology used in image sensors, enabling high-quality imaging in various applications.
Why we expect these perspectives ?
IQE's CMOS segment growth of 8.9% is driven by increasing demand for 5G infrastructure, proliferation of AI-enabled devices, and growing adoption of IoT devices. Additionally, the rising need for high-speed data transmission and low-power consumption in smartphones and laptops is fueling growth. Furthermore, IQE's strategic partnerships and investments in R&D are enhancing its competitive position and driving revenue growth.
Iqe Plc Products
| Product Range | What is it ? |
|---|---|
| Wafer Products | IQE plc provides a range of wafer products, including GaAs, InP, and GaN, used in the production of semiconductor devices such as lasers, LEDs, and transistors. |
| CPV Cells | IQE plc offers Concentrated Photovoltaic (CPV) cells, which convert sunlight into electricity with high efficiency. |
| Infrared Detectors | IQE plc provides infrared detectors, which convert infrared radiation into an electrical signal, used in applications such as thermal imaging and night vision. |
| RF Devices | IQE plc offers RF devices, including switches, filters, and amplifiers, used in wireless communication systems. |
| Optical Components | IQE plc provides optical components, including lenses, prisms, and beam splitters, used in applications such as spectroscopy and microscopy. |
| LEDs and Laser Diodes | IQE plc offers LEDs and laser diodes, used in applications such as lighting, displays, and optical communication systems. |
IQE plc's Porter Forces
Threat Of Substitutes
IQE plc's products are specialized and customized, making it difficult for substitutes to emerge. However, the company's reliance on a few key customers increases the threat of substitutes.
Bargaining Power Of Customers
IQE plc's customers are large and have significant bargaining power due to their size and purchasing power. This gives them the ability to negotiate prices and terms.
Bargaining Power Of Suppliers
IQE plc has a diverse supplier base, which reduces the bargaining power of individual suppliers. The company's strong relationships with suppliers also help to mitigate this risk.
Threat Of New Entrants
The barriers to entry in the semiconductor industry are high, making it difficult for new entrants to compete with IQE plc. The company's established relationships and specialized products also make it challenging for new entrants to gain traction.
Intensity Of Rivalry
The semiconductor industry is highly competitive, but IQE plc's specialized products and strong relationships with customers help to mitigate the intensity of rivalry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 7.47% |
| Debt Cost | 5.49% |
| Equity Weight | 92.53% |
| Equity Cost | 12.99% |
| WACC | 12.43% |
| Leverage | 8.07% |
IQE plc : Quality Control
IQE plc passed 1 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| LAES | SEALSQ Corp develops and sells semiconductor chips for private and public sectors. The company offers semiconductors and smart card reader chips; identity provisioning services; and managed PKI for IoT solutions. … |
| MX | Magnachip Semiconductor Corporation, together with its subsidiaries, designs, manufactures, and supplies analog and mixed-signal semiconductor platform solutions for communications, the Internet of Things, consumer, industrial, and automotive applications. It provides … |
| AWE.L | Alphawave IP Group plc designs, develops, and sells connectivity solutions. The company offers connectivity, integrated products, and chiplet IP products. It serves the data center, artificial intelligence, 5G wireless infrastructure, … |
| NVTS | Navitas Semiconductor Corporation designs, develops, and sells gallium nitride (GaN) power integrated circuits in China, the United States, Taiwan, Korea, and internationally. The company was incorporated in 2013 and is … |
| IOT.MI | Seco S.p.A. develops embedded micro-computers, integrated systems, and IoT solutions. The company offers modules, single board computers, boxed solutions, HMI solutions, carrier boards, starter kits, and accessories, as well as … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Alphawave IP
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1-Year Total Return ->
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Navitas Semi
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1-Year Total Return ->
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Seco
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1-Year Total Return ->
4
Magnachip Semiconductor
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1-Year Total Return ->
5
SEALSQ
A-Score
1-Year Total Return ->
6
