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Question: Which parts of the magnesium alloy are most likely to be expanded in the automotive field?
Answer: The development process is the same as the steering wheel. At present, we think the most likely components to be promoted as soon as possible are the instrument panel bracket, the central control bracket and the seat bracket. These components are medium and large parts.
Question: Introduction of magnesium wheels
Answer: Magnesium alloy wheels were previously used in the aftercar market.
Recent information shows that forged magnesium alloy wheels will be exclusive accessories for Blackwing models, and will only be mounted on the 2022 Cadillac CT4-V Blackwing and Cadillac CT5-V Blackwing. This is also the first time that GM has used magnesium alloy wheels. Since forged magnesium alloy wheels are lighter than aluminum alloy wheels, it will affect the overall unsprung weight of the car. This also means that a lower inertial momentum can provide a shorter braking distance and faster acceleration results, thereby affecting the overall performance of the vehicle.
Question: Why is there a difference between the output of magnesium alloy and the output of primary magnesium?
Answer: The company's magnesium alloy is divided into two parts, one part is directly produced with original magnesium, and the other part is scrap recycling.
Question: What is the sales volume of the company's main products?
Answer: The sales volume of magnesium alloy increased by 6% year-on-year, and the sales volume of aluminum alloy increased by 12% year-on-year. The company's market share of magnesium and aluminum in the automotive industry has increased.
During the reception process, we conducted adequate exchanges and communication with investors, and strictly followed the "Information Disclosure Management System" and other regulations to ensure the truthfulness, accuracy, completeness, timeliness and fairness of information disclosure. No major undisclosed information leaks, etc.
Yea about that....I’m thinking 8-10
I always believed lqmt would receive revenues from China inside CE, that all depends on Apple, the Samsung hinge is just a rumor.
Now about that air power air tags air pod studios...
Need to keep in mind ‘commercialize’ is stated in three parts of the company’s Q/K’s
Might need electrical power in the winter to keep you warm...
https://9to5mac.com/2020/11/14/apple-winter-surprise-rumor/
If he had to deal with a trade war, I don’t think there would be much he could say, delayed electrical, delayed litigation delayed lqmt production...yihao was primed and ready in 2018, but lqmt was holding a seven deuce at that point, not a hand they wanted to play so they waited for a new deal...
2018/2019 was a wash redo 2020/2021? What ever happened to Apples air power?
I would think so.
CE liquidmetal is a GO in China, Samsung w21 5G rumored to be using lm hinge...
Looks as though CE will become relevant one way or another by March...Apple or no Apple times running short:)
I guess my expectations were too high, each quarter hammered my expectations, after this Q i can now see a small snowball.
Just to touch on industrial for a minute - I see LK move 200+% within a couple weeks with a 12 machines order that’s geared for auto industry, curious to know what hundreds will do? ;)
Look for Apple’s ‘portless’ iPhone, vivio Apex 2 is a start of what to expect...
Latest news Apple is Currently looking towards launch dates, maybe 2021,2022...the latter seems more likely...go LK go!!
Why do I feel like this was expected in 2018???!!!
TC: profitable
- 2018 3Q probable
- 2018 4Q high probability
With 1Q 2019 becoming profitable!
Better late then never!
I think the game switched up, none the less we are still going towards the goal of becoming profitable in the next two Q’s...why the long sale lead times? I don’t think mass production was the issue here, it seems as though it was more on the customers end commitments...
I think your right, possibly more to come soon, buy when there’s blood on the street.
Ummmmm....yea, sooooooo....uuuuugggghhhhh!
Ouch!!!
http://static.cninfo.com.cn/finalpage/2020-04-28/1207636332.PDF
Not expecting anything until the 10th...good day:)
GM’s up to batt
Lighter, stronger and more durable, the industry's first mass-produced forged magnesium alloy wheel was unveiled with the new Cadillac V series model.
Shangmei.com Today
Shanghai – Cadillac recently released the first batch of uncamouflaged appearance pictures of V series BLACKWING high-performance models, revealing the exclusive magnesium alloy wheels of the series, which is the industry's first mass-produced forging (forging and spinning) magnesium alloy wheels.
The magnesium alloy wheel is inspired by the Cadillac DPi-V.R, which won the championship in the North American IMSA Series. It helps to reduce the underspring quality of the vehicle, improve maneuverability and overall driving experience. The mass production of forged magnesium alloy wheels will be available as an optional configuration, and will be launched in North America in the summer of 2021 with 2022 CT4-V BLACKWING and CT5-V BLACKWING.
It is worth mentioning that this magnesium alloy wheel is an open innovation achievement achieved by GM's Chinese Academy of Sciences in conjunction with Chinese suppliers and universities. Among the metal structural materials used on a large scale, magnesium alloys have the lowest density. Compared with the traditional low-pressure casting process, GM's forging rotation technology significantly improves the strength and ductility of magnesium alloys, and adopts a new corrosion-resistant coating and systematic anti-corrosion design, breaking through the shortcoming of insufficient corrosion resistance of magnesium alloy wheels in the past few decades. Recently, this forged magnesium alloy wheel won the Best Manufacturing Technology Award from the International Magnesium Association (IMA).
Dr. Wang Jianfeng, executive dean of GM's Chinese Academy of Sciences, said: "Based on the extensive and in-depth linkage of industry, university and research, we have realized open innovation adapted to local conditions, successfully expanded the minority products that originally belonged to the track and modification market to the original configuration of mass production models, and established a new innovative application of automotive materials. Benchmark.
Taking the opportunity of joint material research, GM China Academy of Science officially launched the postdoctoral scientific research workstation in September this year. In the future, it will deepen application-oriented basic scientific research and continue to promote the commercialization and industrialization of technological innovation in China and even the world.
Source: Cadillac China Official Website
Something tells me we see it in the mini/pro max or just pro max...both of those articles were specifically talking about Apple and 5G bringing in de-metallization to the midframes/phones:)
Hmmmm...the name?!?!? Welcome;)
Scroll down to miscellaneous...
https://www.marketbeat.com/stocks/OTCMKTS/LQMT/
I’m not sure I was skeptical at first but it does sound like it will be us...I guess we have to wait and see?!
Btw Apple just announced a November 10th event this is the same day as lqmt quarterly results...coincidence?
I think the inner frame ‘support’ or ‘I beam’ is liquidmetal, I do know that BYD is making these 5G antennas from ‘ceramics’ but BYD is also part of the inner circle for liquidmetal production and they are also up over 200% on the year...look we may never know wether we are part of this until the revenue hits...but de-metalization hmmmm...now where did I see that again;)
http://www.lqmtchina.com/detail.aspx?id=262
https://xueqiu.com/1553799558/136086494?from=singlemessage
Best look at 8:00
“Under the trend of 5G communication, wireless charging and full screen, the process of demetalization of the appearance of mobile phones has begun. The trend of demetalization will reconstruct the entire industrial value chain of mobile phone appearance parts. Under the leadership of Apple, the structure of mobile phone appearance parts has developed from monomer to "sandwich", and the material double glass/ceramic + metal middle frame scheme will become the mainstream.”
3-5year marks....
“Our engineering and operations teams are working aggressively to qualify lower-cost amorphous alloys, implement new production processes and prepare our new building for move-in this summer. This investment provides us the increased capacity we need to serve customer opportunities and space to grow our business substantially over the next three to five years,” stated Bruce Bromage, Executive Vice President of Engineering & Operations.
Maybe he doesn’t want this pumped to high heaven, (“step away from the Apple rumors”) he knows the date, I don’t think it’s for selfish reasons it’s more for keeping investors honest...imo
My take, an investor who wants to keep the price below 12...he was speaking about li
Bingo...”read between the lines”
10 year old - Apple ?
M...A....N....I....P....U.....L....A....T....I....O....N!!
Some here may say otherwise but it may be in there best interest to do so....blocked long ago...
Earnings announcement expected on 11/10/20
If anyone wants to know where liquidmetal production stands...otw and josh have posted same articles worth a second read
https://xw.qq.com/cmsid/20200812A032KK00
Huawei folding screen volume, liquid metal new air outlet is ready
Alpha Workshop Research Institute08-12 07:30
2 Hot comments
Huawei's folding screen mobile phone realizes volume, the key product material liquid metal enters the industrialization, liquid metal enters the industrialization, and a new outlet is ready to go.
Before Yu Chengdong, president of Huawei CBG, revealed that "zirconium-based liquid metal", liquid metal has been in imagination for a long time. It is the T-1000 in Terminator, which slowly condenses from melted mercury objects into a robot with explosive combat effectiveness.
That's an imagination, not a real future of technology and industry. Nearly a hundred years after its discovery, due to the release of Huawei mate x series mobile phones, China's liquid metal industrialization process began to accelerate and is expected to lead the world.
Because the melting point of liquid metal materials is much lower than that of stainless steel and other alloys, and its hardness and wear resistance are excellent, the industry has always expected that this material can be widely used in intelligent equipment, including mobile phones, automobiles, military industry and other fields. However, due to the production capacity and technical threshold, the application scope has not been wide.
The T-1000 gives people imagination, but it is not the future reality of liquid metals.
Previously, Apple was the first to apply liquid metal materials to SIM clips, and some niche brands used it as a middle frame. So far, Huawei mate series chain accessories are the largest application cases of liquid metals in the field of mobile phones.
With the gradual expansion of Huawei's folding screen mobile phones, the scale of the liquid metal industry chain is also gradually increasing, and it is also attracting the attention of the capital market. Recently, "Intelligent Things" learned that Changzhou Shizhen, a liquid metal company based in Jiangsu Province, has just obtained a financing. From Lenovo Investment and its founder Xu Shizhong, its valuation has approached 2 billion yuan.
Changzhou Shijing is also one of the suppliers of Huawei mate x series "zirconium-based liquid metal" chain products.
01 From Apple to Huawei, liquid metal technology is well-known.
Apple was the first to invest in promoting the commercial use of liquid metals. On August 5, 2010, it announced to the world that it had bought out the permanent and global use rights of Liquid Metal's amorphous alloy (liquid metal) products in the field of consumer electronics. Overnight, Liquid metal stocks soared by 85%, and liquid metal materials attracted world attention.
Liquid metal has both metal and glass properties, with extremely high strength and hardness and high finish texture. It is both beautiful and strong, which is in line with the exquisite and durable iPhone positioning. Therefore, Apple began to develop relevant technologies around 2006. Founded in 1983, Liquid metal was the only company in the world at that time with the most comprehensive and core block amorphous metal-related intellectual property rights. It was also the first to successfully apply liquid metal to the commercial field, which was first seen by Apple.
At that time, Apple intended to use liquid metal to make the iPhone case. It not only tried the design of liquid metal middle frame and the research and development of molds, but also teamed up a team with Foxconn to produce dozens of medium frame samples, but eventually gave up due to the high cost of production and manufacturing.
After the compromise, Apple later made the iPhone card pick-up pin with this new material, but the impact of its move was deeply branded in the industry. It pulls liquid metal to people's eyes, attracting capital and new players to pour in.
The unique characteristics of liquid metals are suitable for smart wear and other developments.
The formation of the domestic industrial chain is due to this. A large number of players, such as Pamti Haoyu, Yi'an Technology and Changzhou Shijing, are also deeply related to Apple's Foxconn project.
Shortly after Apple's admission, Huawei also established the 2012 laboratory to select the world's top talents and scientific and technological projects and cultivate the most promising advanced technology in AI, software, communication, materials and other fields. Liquid metals are one of the small branches.
Huawei has conducted a 28-day salt spray test. It found that liquid metal is the only substance that has not oxidized, which prompted it to choose it among thousands of materials. Huawei has determined that liquid metal will be the best material choice in commercial use, and has continued to accumulate research and development for many years. Therefore, when designing the Mate X series mobile phone chain, liquid metal materials can be properly applied.
Liquid metal materials are very attractive. After more than ten years of development, although there has been no more commercial action, Apple has never given up technology accumulation on it, and Foxconn still retains the liquid metal project research team. Nowadays, from Apple to Huawei, liquid metal parts have also moved from the clip to the hinge, with a qualitative change.
Different from the previous small parts such as clipping and camera support parts, the overall design of zirconium-based liquid metal chain is quite complex and larger, which raises the technology and production level of liquid metal parts. It is generally believed in the industry that similar to the emergence of the first generation of iPhone in 2007, although the technology is not mature and the shipment performance is not ideal, but due to its innovative design in technology and products, 5G folding screen mobile phones have epoch-making product significance and can boost the liquid metal industry in shipments.
The zirconium-based liquid metal chain developed by Huawei has brought hope to the liquid metal industry.
02 Folding screen volume, turning point of liquid metal application
However, the difficult molding of liquid metal materials, the high technical threshold, low production capacity and high cost have brought too many obstacles to its commercialization. Looking back on history, it is not surprising that Apple and Foxconn have not been successful in research and development.
Even today, due to the high technical threshold of liquid metal chain design, there are not many real players in the folding screen mobile phone industry at present. Only Huawei and Samsung are in the forefront, and other manufacturers have not kept up. Affected by liquid metal production capacity, the mass production problem of Huawei folding screen mobile phones has also been quite a headache in the past year since its launch.
Previously, Yu Chengdong mentioned in the promotion of folding screen mobile phone products that the key technologies of folding screen mobile phones are flexible screens and chain, and mass production also depends on these two parts.
However, the optimistic attitude of mobile phone manufacturers towards this market has not changed, including Lenovo, Xiaomi and others are working hard to develop folding screen mobile phones.
IHS Markit also gave data forecasts, saying that the shipment of foldable mobile phones is expected to be 8.3 million and 17.5 million respectively this year and that shipments will climb to 53.4 million by 2025, with a compound annual growth rate of 81% and a penetration rate of about 3.4%. Its data performance is somewhat similar to the shipment trend of iPhone phones that year.
The sales volume of mate xs so far is hundreds of thousands, which may lead to a turning point in the liquid metal industry.
In particular, Huawei recently adjusted the out-of-stock status of Mate Xs on major platforms, and revealed that the upcoming release of the inward folding and more mature product Mate X2, as well as the release of outward folding products in the next few months, all indicate that its control over the design technology of the chain is proficient.
Recently, Google also said that it would launch a folding screen mobile phone Passport in 2021 and other news. It is not difficult to measure the production problem or have been solved from the technical level.
Judging from the actions of mobile phone manufacturers, the predictions of institutions and the actions of liquid metal suppliers themselves, the large number of folding screen mobile phones is likely to be a reality. As Huawei's liquid metal parts supplier, Yi'an Technology and Changzhou Shijing cover most of the industry. Therefore, the amount of folding screen mobile phones not only means hope, but also brings more practical impact to the liquid metal industry, especially the increase of revenue.
Non-profit is a common situation in the liquid metal industry. Up to now, Liquid metal's book revenue is not good at all, and its perennial losses have also become a normal phenomenon in the liquid metal industry.
Recently, Changzhou Shijing has not only just obtained financing, but also its CEO Xu Shizhong announced that he will lease the 600 square meters of his other company Carbon Yuan Technology to Shijing from August 1, which is actively implying the growth of the demand market.
Yi'an Technology recently attracted Sanxiang Zirconium and Magnesium to inject 100 million yuan into Ningde Sanxiang, and promised to provide it with all technical support for amorphous alloys (liquid metals), authorize the use of all relevant technologies, and sell equipment, and also have a trend to expand production capacity.
It can be said that the actions of the two companies basically implement the speculation of Huawei's folding screen mobile phone volume, and also hint that the whole industry will gradually improve revenue due to the increase in product shipments, otherwise capital and new players will not enter.
The liquid metal industry has entered a turning point in history.
03 Liquid metal industrialization problem
It is a fact that the liquid metal industry has not developed, and it is also true that the enthusiasm of various manufacturers has not diminished.
In the past, on the way to explore the commercial use of liquid metals, "losers" are not uncommon. BYD, which was rumored to have been developing liquid millet batteries in the early years, but it is unknown how it has also been far-reaching in the commercialization of lithium iron phosphate batteries. Apple obtained two new patents in the field of liquid metals in 2015, which once brought hope to the industry, but in the end it was not.
Behind their weakness in driving the development of liquid metals, the key is that the liquid metal industry itself is not mature in terms of technology, production and manufacturing technology.
Judging from the 60% yield data released by Changzhou Shijing, manufacturers still have some shortcomings in material research and development, equipment development and process optimization. Some people in the industry have also pointed out for a long time that the preparation process and equipment quantification method of liquid metals are not perfect, and the insufficient supporting resources will greatly restrict the industrialization and large-scale application of liquid metals.
Judging from the direction of technology patents of various companies in the past two years, they actually have this concern. Among the about 30 patents applied for by Changzhou Shijingsheng, except for product design patents, all other patents are concentrated on the improvement of process and material technology, of which one-fifth of the patents are used to reduce costs, accelerate production speed and improve yield. The patents applied for by Yi'an Technology in the past two years have focused more on the design and development of equipment, but the purpose is also obvious, focusing on improving the production capacity of a single equipment.
But there are not only enthusiastic manufacturers such as Apple and Huawei, but also Turing Robotic Industries, which really made liquid metal shell phones, that is, Turing mobile phones that everyone like, and Asus Zenphone 6 released last year. , similar design was made.
In 2020, Black Shark released the ROG Magic Bar 4 Plus, which also used liquid metal materials in the new field of heat dissipation layer.
Including the Tesla Model X liquid metal locks supplied by Yi'an Technology, sports goods such as golf heads, tennis rackets, armor-piercing bullet cores, and the application of medical products such as bone nails, manufacturers of all sizes are making various attempts. The agglomeration effect promotes the imagination space of liquid metals to grow, and also gives the industry More trial and error and development opportunities.
In particular, as the leading manufacturer in the electric vehicle market, Tesla's global sales volume in the first half of this year has reached 179,000, which is the combined sales of Renault-Nissan, Volkswagen and BYD electric vehicles. Strong growth will undoubtedly boost the order volume of the liquid metal door buckle business.
Originating from abroad and highly sought after by Huawei, BYD and Foxconn, the liquid metal industry has developed into the most complete industrial chain ecology in China, including senator Yi'an Technology, Changzhou Shijing and Pamti Haoyu, which was also established in 2014, and Shanghai Chisheng, which was established in 2016.
At present, they also have their own focus on technology research and development and product direction. For example, Changzhou Shijing prefers medical applications and consumer electronics, Yi'an Technology focuses on equipment research and development, and Shanghai Chisheng pays more attention to the research and development of components at the level of consumer electronics applications. On the whole, an industrial ecology of collaborative cooperation has also been formed.
The development of liquid metals is unique. From its first discovery to the beginning of its real large-scale commercial use, it only took more than 80 years, and it was extremely popular and developed at a very fast pace. Nowadays, with the volume of folding screen mobile phones, the stage of market application has been basically set up. It only depends on how several players find their own "characters" in competition and coordination
Classy guy...
Maybe...sales of small parts where there since 2017, I can’t say I know 100% what occurred that held us back, but a good observation would be the TW politics.
As for the pps I would say there is definitely something going on with holding this below a certain level
M-A-N-I-P-U-L-A-T-I-O-N :)
Lqt.sg is the same 0.08 dropped 91%???
On recurring orders?!?!? Something reeks of manipulation look at the volume...
I’m not quite sure what this means but i have never seen it before, from eontec quarterly - page 7 section 3 #1 they have applicable checked off?!
The most interesting man! Made me laugh:)
Good post fair and on point!