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im also thinking both eon/lqmt will share revenue from each others customers depending on which territories their respective products are sold.
only guessing that eon is adding more machines for its customers cause yihao is busy dedicating more machines for lqmt customers after lqmt secured those 'first,recurring,volume,orders'
thats all i got.
nice yama thanks for posting price per item looks amazing was being very conservative just incase 3rd quarter doesnt deliver but hopes are high it will no matter who the customers/markets be it medical/ce/auto looking forward to next revenue announcement.
Yi'an serves as a demonstration.
178 pages of graspers many perfect for the new 16 cavity molds
https://www.arthrex.com/search?q=Graspers
but lets ignore apple for medical
arthrex wanted 60,000 parts (graspers/retrievers) since 2018
recent 'first orders' started july equals 180,000 items supplied for the 3rd quarter.
how much does arthrex retail its 'series/wishbone' graspers/retrievers ?
https://www.arthrex.com/imaging-resection/graspers-and-retrievers/products
$5?
$10?
$50?
etc
and what markup does lqmt charge
50%?
100%?
the grasper handles are somewhat similar to the 2015 engel forceps manufactured on expensive machines with expensive alloy.
5 years latter 'volume,recuring,orders' with cheaper machines/alloys via chinese contract manufacturing partner yihao.
$5 profit per item equals $900,000 for 3rd quarter.
first yihao and now eon increasing (double/triple) machine capacity
and
You said the United mobile phone manufacturers do limited edition first, this suggestion is very good!
noway this piece is mim the shrinkage% is too great for such a tiny/integrated/fused piece inside the sensor array of the watch.
only amm can meet the exacting/consistent/tight/flat parameters needed for this tiny technical marvel.
how many different functional part orders does lqmt have.
q3 cant come fast enough.
https://d3nevzfk7ii3be.cloudfront.net/igi/CmynPucIOeCTXEFw.huge
the batting lineup
1st swing september tesla batteries-strike 1?
2nd swing october apple devices-strike 2?
3rd swing november lqmt revenue-home run?
or maybe 3 home runs
josh has bought alot of good info to this board looking forward to his maze update
the 3 'new' products are not made of lqmt
maybe they have some small internal bmg parts but thats it
wait for the airtag/airpower/mmwave 5g phone/redesigned mini led devices with apple silicon chips
all coming?
settings button top right
i noticed that on the ipad air promo videos and got very excited but then the ipad air shown being used in real life did have all the antenna lines same as the ipad pro
but at least we know apple is not happy with antenna lines cause they removed them from the promo videos so next step will be to remove them in real life.
maybe with the mini led redesign ?
the lqmt flier said 90+ machines by years end (2019) so 9 months latter??
and how many machines have other major cm/oem purchased since 2018/2019??
its unknown for now and maybe always will be unknown
looking forward to november for revenue and company guidance.
its huge news/confirmation but only about 20-50 here know about it
wait for the airtag/airpower/mmwave 5g phone/redesigned mini led devices with apple silicon chips
all coming?
in the meantime enjoy the revenue coming november
agree and add the spring that can make over 200k extensions/contractions and retain its springiness/function
so much talk in the video about weight reduction need bmg to achieve/maintain strength/flatness with all that weight/metal removed those metal plates look like swiss cheese
predicting the payday might be modest this novemeber but will grow exponentially every quarter and never stop growing!
ground floor
low numbers iphone pro with flagship features has never happened before its got to be an ultra flagship bmg phone.
best post ever! thanks josh no doubt about it lqmt is commercially manufacturing VOLUME bmg ORDERS next comes the revenue
yes bluetooth 'tags' are not new but for some reason apple decided to make this tile with a metal back instead of the usual plastic front/back.
so why did apple make the back out of metal for a tile thats the size of a bottle cap and will spend most of its time unseen in a pouch?
why complicated the design/manufacturing/cost?
the metal back must be there for a reason.
my thoughts are that the tile is rechargeable and if it was all plastic the charge coils would melt/discolor the plastic when charged via induction.
as such the metal would need to be rf transparent for induction/uwb u1 chip to function.
what is the function of a tile?
how is the tile charged?
what materials would aid/interfere with those function?
how does the metal affect/enhance that function?
if metal does not have a positive affect on tile function then why add it?
why add metal that drives up material/manufacturing costs if there are no benefits to it?
why add metal if it interferes with tile signal/communication?
why add metal and make the tile asymmetrical/less aesthetically pleasing for an apple device?
if you cant charge the lithium battery every few weeks/months it would be a bigger pita to take it to an apple authorized center and replace the battery.
as of now apple has no devices that the average consumer can open and self replace the battery with ease.
i think if the battery was not rechargeable apple would have made the tags symmetrical and the same material on both sides.
in the video says no way to attach tags to keychain or anything else like pets/sports equipment etc without a pouch that in typical apple money making fashion is sold separately
so on a key chain uwb signal would always be blocked on one side unless the metal is rf transparent
apple could have made both sides plastic but then the plastic side with charging coils might melt/discolor when induction charging the battery
great info thanks for posting josh the 8 mold cavities has doubled to 16!
wonder what other developments lqmt have yet to announce
yihao has an amazing facility/personal for r&d/manufacturing with/for lqmt.
would be amazing and a testament to lqmt/maze superiority if lugee has secured orders for the zen7 flip camera modules
prometal had manufacturing problems supplying enough camera modules for the zen6
cant celebrate unless apple/lqmt announce it and revenue might not say from where/who