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IF domestic (low volume) business (such as medical) opportunity exist (and justify its run rate expense), they would not shut down Lake Forest.
It takes two to tangle.
Bouncer and Bouncee material.
e.g. It is kinda hard to bounce anything off a sponge.
Hence it will not be the bouncing time but rather (the relative) bouncing time that matters.
LQMT is in quiet period now.
http://www.investor.jnj.com/guidelines.cfm
Just enter the sweepstake
https://www.asus.com/us/site/zenfone6/
It is part of the Maze
With Huawei stringing along and without knowing who the Tier one provider is, it is not clear YiHao has enough (leftover) capacity for Asus.
Please don’t tell me LF can step in for this RFQ.
If I am ASUS, I will send out RFQ to multi vendors.
Keep in mind multi parts (same or different) can be joint together in one “shot”.
Big can do many small much faster than small.
“Me only” is great in technology front but most government will stop monopoly for all kind of reason.
“Me only” is not great in mfr front. No purchasing manager can/should allow “single sourcing” (IF ONE HAS A CHOICE).
BMG has not established itself as MUST HAVE choice for any product application (to date). “Foldable” might change that.
Purchasing manager will swallow their pride (and take risk) if Visionary CEO put a gun in their head. COO will step in and push “multi source” for compromise.
Apple needs Foxconn but also need to carry Pegatron.
It is Foxconn duty to be the “best” at what they do when compare to “second source” vendor like Pegatron.
As of to date, Lugee still holds the trump card (no pub intended) with best in class BMG machine (1000c). It can spit out up to 350 grams per minute when factor in efficiency.
In the meanwhile, Engel is still at 60 grams per minute.
I am not aware of any machine innovation from ProMetalTech front despite having a rich uncle named Wintop.
Same does with Glassimetal pancake machine. While it can stamp out in less than a minute but it can only produce “mini pancake” at less than 80 grams.
In short, having competition is Essential for a healthy ECO system. It is also important to be the “leader” of the group.
In CE market, “Low Cost / High Performance / Guaranteed Timely Delivery” is the name of the game.
High Stake game in hand. For those who can’t stand the heat they should not be in the kitchen.
The last slide is about "why LiquidMetal IS the solution for Foldable"
1. Ultra thin net shape
2. Dimensional Precision
3. High Strength and Hardness
4. Elasticity
5. Elastic Strain
6. Net Shaping Technology
@Josh "ME ONLY" Pick Six Proposition
I have expressed my thought on Asus before.
A few new info I observed from the presentation
1. YiHao BMG factory tour with full robotic operation. According to BB, LF contribute to this (0:00:48)
2. Infamous "exclusive" LiquidMetal Bouncing Ball video. Somehow ASUS was allowed to show the same (0:04:40)
3. BMG parts in production. cell phone Camera module, Foldable cell phone, cell phone Mid frame. automobile door latch, cell phone Ear bud (0:08:53)
4. Huawei P30 triple camera housing (0:11:18)
5. Huawei P30 Pro midframe (0:13:50)
6. CCM Hockey Skate (0:14:19)
7. Foldable market forecast (per morgan stanley). Note Apple entry at 2021 (0:14:23)
8. Foldable pricing forecast in comparison to Apple iPhone X (per morgan stanley) (0:14:51)
9. Huawei Mate X and Royole FlexPai Foldable (0:15:47)
A few oldies (shown in iHub before) but goodies
1. Eontec 500c machine (0:02:37)
2. Strength chart with LiquidMetal being referenced. (0:03:17)
3. Hardness chart with LiquidMetal being referenced. (0:04:06)
4. USB type C connector (0:10:32)
5. Face ID camera module for Xiaomi, Oppo, Huawei(0:11:34)
6. Sony IER-Z1R earbud (0:12:07)
7. Apple Beats headphone (0:13:05)
8. Tesla Falcon door latch (0:13:57)
Google Voice translator will help on the presentation
No. It is not the same.
LiMei is a “holding” company.
LMS technology is one of the subsidiary underneath the YiHao branch.
Bottom left corner of the “Maze”.
Good question
Hypothetically, if unnamed auto customer send him an RFQ for 1million TPS per month, how should he respond?
Wonder how this board interpret this Eontec Q&A
GOOD NEWS or BAD NEWS for LQMT
Wonder how KK's customer will react to this also.
Question:
Huawei is a global leader in 5G technology, the company and Huawei whether there is cooperation?
Answer :
Hello! Thank you for your interest in the company. The company has a long history of cooperation with Huawei and has recently taken us closer because of sanctions. Thank you!
MTA only covered what's contained within the CIP which is governed by the TTA.
CIP needs to be "refreshed" annually (2010-2014) if it is remained to be "open".
Apple stopped the "refresh" back in 2015 hence CIP cookie jar was officially "CLOSED" on Feb 2016. Just in time for Lugee to walk in on March 2016. Coincidence.......NOT.
Life after Mar 2016 is different ball game.
April did have chance of ROFR till Feb 2018 for any "deal" associated with LQMT.
That's one of the small "peer" company in BMG space.
Having peer (hence multi source) in BMG industry is a requirement from the whales
http://www.streammetal.com
It is subsidiary of a "graphene" company.
http://www.tanyuantech.com
I have been consistent long term investor.
2020 can alter my investment decision (on everything).
“Hindsight is 2020”.........lol
BTW. All my investment in LQMT will go towards Alzheimer’s research. God bless human.
Lugee has “professorship” on his long list of credential for a long time.
Hence Prof Li.
China does not “recognize” private school degree. Private schools are for those who failed to pass state run exam (similar to SAT).
Huawei Founder worships Apple.
He said he will fight the country if Apple is banned.
He said Apple (Steve Job) is his teacher.
Without Apple, there will be no mobile computing. Hence Huawei will not be where it is today.
With that being said, teacher's duty is to make their student smarter than they are.
This is how the world advance.
Stone man knew tribalism does not work.
Competition is good
Nokia and Ericsson needs to up their 5G game in similar manner.
Lucent and Nortel needs to be dug up from their grave and stopped their corruption.
Peter Paul and Mary say
"Blowing in the Wind"
Risk/reward/consequences
Long game vs short game
Strength and Threat.
Formulation is all that matters (for now).
Until 2021, it will also be part of “T” sector.
:(
LQMT will be part of “S” sector.
“The company's liquid metal has a completely independent intellectual property rights”
That’s Liquidmorphium. AgY formulation.
War is all about lose lose
Liquidmorphium