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Exactly...I was just picking up what games thew down, lugee did say after ceramic and wireless charging the midframe will become reality!?
“Nano crystalline shield” looks like a perfect fit;)
https://bgr.com/wp-content/uploads/2020/10/apple-iphone-12-event-74.jpg?quality=70&strip=all&w=834
This shows the naming...
https://ca.bgr.com/2020/10/13/apple-just-unveiled-a-unique-accessory-for-the-iphone-12-series/
Mid way down page
Ooooh I see;)
Thoughts? Do I pop a bottle or am I cracking a beer? :)
Another theory would be to analyze apples materials, they have used SS for many years, iPod touch comes to mind (2012), they began high rate aluminum production in 2010 but mastered this in 2012 with iPhone 5 - in 2017, 5 years later they announced iPhone X a phone with high rate production of SS, this leaves 5 years being 2022 where they could introduce a new material at the same time where it will be conducive in commercial 5G use...
2 years after they change body styles:
2010 iPhone 4 - 2012 iPhone 5 (aluminum)
2020 iPhone 12 - 2022 iPhone 13 (?)
5 year change:
2012-2017 aluminum - stainless steel
2017 - 2022 stainless steel - ?
For sure, they have companies investing in liquidmetal production there is no doubt about that, wether we witness more then one of these markets in 3Q results remains to be seen...
This is my point exactly, look at the new iPhones which carry mmwave, they now have another obstruction on the midframe which is part of the antenna to go along with the other antenna lines...I wonder to myself how many beers before I think this is pretty:)
As an fan I knew about the Apple lqmt deal in 2010/11, as a part time investor I took notes on the manufacturing process in 2013/14, as a fan/full time investor I realized in 2016/17 there was a good opportunity here that I do not want to pass, so I dove in...even though it hasn’t happened, I feel that they need to show progress before any significant contracts can be signed, I look forward to Tesla giga factory in Texas between 4Q and next summer!
There’s a high possibility of iPhone 13, with commercial 5G mmwave tech by 2022
No lie...
Barely scratching the surface on 5G....they can only achieve maximum of 1-2 gig if they are lucky and standing in the right spot...Apple is notorious for making the little things count...let’s look at that midframe again and see the 5G antenna that coincides with the other antenna bands.
Apple needs to step up their game!
https://9to5mac.com/2020/10/14/early-iphone-12-5g-speed-tests-show-how-results-will-vary-by-carrier-and-location/
Is it just me or do they always push out liquidmetal expansion because it is tied to Apple?!
Ah ok, looks as though they do not break down the technology on their website, sneaky;) I’m willing to bet their speed isn’t too speedy...
Did they announce a phone with Mmwave?
I think this is where eontec liquidmetal expansion delay comes in, also no air power no airtags...
Delays delays delays...
God bless :)
The question remains, what material will be used in the AIP midframe of the iPhone max pro ultra enormous? It must be strong, carry non crystalline structure, and thin 2mm to be exact...
BYD may have the production for this along with industrial fulian (Foxconn)
What sector commonly uses die casting? Auto...
The thought is they are using an amorphous metal, with a liquidmetal die cast machine.
I wonder who supplies this aluminum?
No heat treatment...
MagSafe for iPhone!!?? This has to be iPhone pro models with liquidmetal, my guess is something along the lines of apex 2 (produced by byd)
Yup that’s what I said except my info was from the horses mouth
Air tags, air power delayed to 2021
This will be on all models:
“there is a new screen Glass technology, Ceramic Shield Front Cover, is simply a ceramic substrate glass, which increases hardness and resistance to mixing“
The industry chain is tracking that Apple's new machine midframe is expected to add de-metallization processes such as grooving / through-hole / injection molding / covering sapphire / glass. Sub-6G). For details, see the millimeter-wave antenna solution: 1) If Qualcomm does not sell millimeter-wave antennas separately, Apple millimeter-wave antennas are expected to purchase 1-2 Qualcomm millimeter-wave AiP machine modules; 2) If Qualcomm ’s millimeter-wave chips can be purchased separately, it is expected that An AiP module will use the mmwave chip + LCP transmission line / antenna solution, which is expected to benefit flexible board suppliers such as Pengding Holdings.
Why is it judged that Apple 5G mobile phones will cover Sub-6G and millimeter wave bands? 1) The United States has successively completed the division and auction of 5G high-frequency spectrum, and operators are accelerating the millimeter wave business; 2) North America is Apple ’s largest market (accounting for 42.4% of North American revenue in 18 years), and has the momentum to seize the North American market In particular, the first wave of 5G mobile phone replacement in the United States. The vertical midframe + demetallization process is beneficial to midframe manufacturers such as Industrial Fulian: 1) The vertical midframe replaces the arc edge to leave the AiP module with sufficient thickness; 2) To avoid the shielding and interference of electromagnetic waves by the metal, the AiP module corresponds to the The position of the middle frame should be demetallized, judging that there will be grooving / through-hole / injection molding / covering of sapphire / glass, etc. The value of the middle frame is expected to increase by 40-60% year-on-year. What about Apple's new millimeter wave antenna? According to the follow-up verification of Apple's mid-frame frame / process industry chain tracking next year: Apple's AiP module in 2020 is a high probability event, and it is judged that Apple's new machine is expected to be equipped with 1-2 AiP modules. Since Qualcomm does not sell millimeter-wave chips separately, Apple ’s millimeter-wave antenna is expected to purchase Qualcomm millimeter-wave AiP machine modules. If Apple can purchase Qualcomm's millimeter-wave chips separately, it is expected that one of the AiP modules will use the mmwave chip + LCP transmission line / antenna scheme: according to Apple ’s patent for millimeter-wave antennas: under this scheme, the printed circuit board bears the carrier and has the antenna and transmission line. In order to avoid excessive loss, the LCP soft board material must be used as the transmission line / antenna. Apple's soft board supplier Peng Ding Holdings is expected to cut in.
Investment recommendations: focus on recommending Industrial Fulian (new vertical frame + demetallization process value increase), Pengding Holdings (LCP transmission line / antenna solution), Huan Xu Electronics (AiP); it is recommended to focus on Dongshan Precision
NA has initiated mmwave tech
Kang 10-9 13:54 from Weibo weibo.com L Apple’s 14th press conference summary summary: [The following dates are free to write due to time difference] [1] Speaker HomePod Mini, priced at $99, 3.3 inches high , S5 processor. Most places are scheduled for November 6/7, and will be on sale on 16/17. Please wait for the sale in China. [2] iPhone iPhone released four models of iPhone 12 Mini (5.4 inches), starting at US$699, in black, white, red, blue, and green colors. iPhone 12 (6.1 inches) starting at US$799 , The colors are black, white, red, blue, and green iPhone 12 Pro (6.1 inches), the starting price is 999 US dollars, the colors are gold, silver, graphite, blue iPhone 12 Pro Max (6.7 inches), starting sale The price is $1,099. The colors are gold, silver, graphite, and blue. All of them are 5G models. At present, only the US model has the millimeter wave standard. The key point: no earphones and chargers are provided. 12 Mini and 12 memory capacity options are: 64G / 128G / 256G 12 Pro and 12 Pro Max memory capacity options: 128G / 256G / 512G The four screens are: Super Retina XDR Display, and there is a new screen Glass technology, Ceramic Shield Front Cover, is simply a ceramic substrate glass, which increases hardness and resistance to mixing. The name of wireless charging returns to Magsafe, with a power of 15W. The four mobile phones can directly shoot Dolby Vision (Dolby Vision). There is a bright spot in the function: Smart Data Mode. My understanding is that 4G / 5G is allocated according to the application bandwidth. Specific big data throughput applications use 5G, which is estimated to be To save power. Camera photography is the key point. I’m afraid it’s not accurate enough. Some parts are described in English: iPhone 12 Mini (5.4 inches): dual camera, or wide angle + ultra wide angle, f / 1.6 iPhone 12 (6.1 inches): dual camera, or wide angle + ultra Wide-angle, f / 1.6 Deep Fusion and night scene modes have become better, Smart HDR also has a new upgrade, that is, Smart HDR 3 iPhone 12 Pro (6.1 inches): three cameras (wide-angle, ultra-wide-angle, telephoto) + LiDAR, The new wide-angle 7P lens, f/1.6, 52mm focal length telephoto, the whole system can provide four times optical zoom. iPhone 12 Pro Max (6.7 inches): three shots (wide-angle, ultra-wide-angle, telephoto) + LiDAR, wide-angle with the new 7P lens, f/1.6, 65mm focal length telephoto, the whole system can provide five times optical zoom. Key point: The biggest difference between 12 Pro Max and 12 Pro is that 12 Pro Max also has a larger sensor (47% larger sensor with 1.7um pixels), and an Expansive is added before the description of the 12 Pro Max ultra-wide angle. The pre-sale date for the 12 Mini and 12 is scheduled for October 16/17, and the pre-sale date for the 12 Pro and 12 Pro Max is scheduled for sale on October 23/24, and the pre-sale date for the 12 Pro and 12 Pro Max is scheduled for November 6/7, and on November 12/13. The official key accessories are: Magsafe official magnetic casing, two Magsafe Charger wireless chargers, and Magsafe Duo Charger. You can understand the literal meaning. The above is all nonsense, just look at it, don't over-interpret it. people.
Graphite iPhone 12 pro, SS> 106c
https://twitter.com/komiya45020228/status/1314448567101132801?s=21
Turn it UP!
“If there is NO acknowledgment of the technology being used, we acknowledge the technology as being used”
PayMEmf
FYI - I’m using the translation beta in safari works great!
Yes they speak on the technology used, it will be interesting to hear how they breakdown the 5G with heat dissipation...looking forward to Tuesday;)
Was tongue and cheek, Tuesday > iPhone event (waiting for Tuesday to be just another day)
Agree, I wouldn’t expect any surprises, however a break even with small net profit would be welcome, I think it’s fair to say we could see minimum of 300k in sales per month.
I’m waiting for Tuesday to come and go just as any other day...5 days left and counting...
I have a theory on this -
Auto sector:
It maybe in regard to auto sector, this has been on there website for months why release it so late!? Maybe Wait until Tesla announces their massive liquidmetal die cast machine and viola out comes the blog a couple weeks later., possibly when production revenue begins (4Q)
CE market:
I found it interesting that they released mim v liquidmetal on July 2nd when recurring volume began (hint: hinges)
Medical/non CE :
They also released “mold like plastic” with defibrillator, gears along with dental zyris pictures, in may.
Just a thought!
There it is, thx!
Been waiting for this, tells me auto is now inline
Possibly more then one product, airtags, air power, headphones, 1 iPhone...
Following up!? Baby sit!?
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=139870727
Midframe is a mature technology, they have the capacity and funding to push this forward, if yi’an is calling out apples name maybe it’s time...
I did, I replied to the post, good info
MUST READ!
@joshueayu thoughts?
Not sure if this has been posted before but For all investors who don’t understand how CE will make lqmt profitable you need to read this...
“Yian said that recently they are approaching and following up on Apple's projects. There is no big possibility for Apple to make folding screen phones in the short term, and this news seems to point to other product areas.”
Following up?