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The cost for iWatch enclosure based on the tear down report ~$16.50. Hopefully the cost of LM for iWatch is comparable to the Aluminium casing.
https://www.macrumors.com/2015/04/30/ihs-apple-watch-component-costs/
"Apple Watch Series 3 has entered final testing phase, to be available soon"
http://us.blastingnews.com/tech/2017/08/apple-watch-series-3-has-entered-final-testing-phase-to-be-available-soon-001946663.html
Maybe LM will be used on iWatch. Looking forward to Sep 12 Apple Special Event !!
Please crash .... I'm ready to pick up another million shares ......
In terms of hardware, Apple is way behind the competitors. Turing will be the first phone to use LM and they just won RMB$ 1 billion contract from TCL.
LQMT doesn't need Apple for the time being. Revenue from Automotive and medical applications should be able to push LQMT to billion dollars company. I'm very excited waiting for the next CC.
How can I receive the liquid metal samples ?
Can the injection mold m/c at LQMT fabricate Mg Alloy door hinges for GM ? If so, there'll be another revenue source for LQMT instead of only focusing on LM.
Ya ya ya. Whatever .....
How many machines can he placed in 41,000 sqft facility ?
Well, previous MTA is for LQMT formulation. My guess is that Li will try to sell to Apple Eon's LM with revised MTA. Exclusively for Apple to use "Liquid Metal" to market iPhone X. But beyond that, other phone manufacturers can also used LM under "LiquidMorphous" trademark.
For the final outcomes, we will need to be patient to wait for announcement of the revised MTA.
Actually I believed that LQMT and Apple will come to common agreements in terms of revising the MTA. Li will make sure that the revised MTA will be benefiting LQMT in some way. Let's see how Li handle the MTA. There're a lot of ways in negotiations.
What's T-1000 ?
Oh. How about the 3rd party produced for Apple ? Do they need to pay for Royalties? They're not covered in the MTA, right ?
Just wait patiently for the truth to reveal. The Best is Yet To Be !!
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Global PC, tablet and mobile devices total shipments of 2.32 billion units. In 2015, it is projected to reach 2.5 billion units. Market forecast for Liquid Metal is amounted to more than $10 billion US. Assuming that 20% of PC, tablet and mobile devices will use Liquid Metal, average cost of $2 US, in 2014 could have $1 billion US market capacity. In accordance with the continued development of liquid metal, once Apple adopts Liquid Metal for phone case or a portion of the housing member, it will become $10 billions US industry just like existing Forged Aluminum alloy + CNC market.
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Assuming LQMT get royalties for $0.20/pc & assuming 20% of the PC, Tablets & Mobile devices used LM, we are talking about 2.5 billion units x 20% x $0.20/pc = $100 million just for the PC, Tablets & Mobile devices market from royalties $$. The estimated PPS $100 million/856 million outstanding shares x P/E of 25x = ~$3. This is just PC, Tablets & Mobile market only, we have not consider other market segments such as Automotive, medical, and other market segments or increase in market share to replace Al or Mg applications.
If LQMT manufacturing site is able to support the manufacturing of parts, we will be looking at much higher PPS.
Just a quick estimation.
OMG !! The case of the next iPhone will be made of “liquid metal”
http://customy.xyz/iphone-ipad/the-case-of-the-next-iphone-will-be-made-of-liquid-metal/
Maybe I was wrong and everything you said could be right. But I'm willing to take the chance and I believed in Prof. Li as he has the history and experience in bringing up Eontec to listed. It might take him a few years to achieve what he's aiming for. I'll wait patiently ..........
Thanks for pointing out.
Sorry, by guessimation, every $1 billion revenue translate into ~$300 million which could increase PPS by ~ $10.
If Tesla & some automotive manufacturer utilised liquid metal for some of their parts, we will be looking at additional billion $ revenue. For every billion $ revenue, the LQMT PPS will increase by ~$30. LOL !!
Based on previous tear down report of iPhone 7, the cost of the Aluminium case is quoted at $ 22. Let's assumed that LQMT quoted at $15, iPhone 8 forecast estimated to be in the 200 million units ball park. The revenue we're talking about just for iPhone 8 is $ 3 billion. Let's assumed the profit margin ~ 30%. We'll be looking at ~ $ 900 million. Translate to EPS, it'll be ~ $1. The PPS should be close to $ 30.
The paper did not mention about the detail plan. But it did indicate that Li plan to work on having LQMT listed in the "Main Board" in the future.
Based on the Chinese newspaper, Li's plan is to help LQMT to be listed in main board.