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Regarding the Apple nanocrystalline metal. Nanocrystals / nanocrystalline hybrid with BMG to provide a low cost and scalable bmg with both strength and plasticity.
The work provides a novel, low-cost, and scalable surface engineering technique to produce BMGs with an
outstanding combination of strength and plasticity. The fundamental
understanding of how surface modification induced by EP-UNSM affects
the microstructure and thus the plasticity of BMGs will provide a knowledge base to enable the design of an optimal processing strategy to fabricate BMGs with desirable properties.
https://par.nsf.gov/servlets/purl/10120793
Mid frame and/or the camera mount.
Nanocrystalline was addressed in the PLA between Liquidmetal and Eontec in appendix B.
CN103789770:
Chemical polishing technology and polishing solution for surface of bulk amorphous and nanocrystalline alloy.
Yes I see it differently. His stock ownership in Liquidmetal is defined and strategic. It ties his expected rewards to ours.
That was my thought too.
Eutectix?
Apple was a player during that entire year and had a first right of refusal clause in their agreement with liquidmetal. They were all over this. Perhaps Li and Apple already had a relationship/plan. (I think Qualcomm’s 5G battle w Apple stalled everything.). Oh yeah, and exactly one month after Apple non renewed the CIP—Li bought in. Not a coincidence.
Yup. Apple.
Thanks for sharing! Great article!
Exactly
More catcher info from news dated 10-7-2020 (link below at end)
“With handset chassis revenues currently accounting for 40% of Catcher's total sales, the company may see revenues decline 40-50% in 2021, according industry sources' estimation.”……”It posted revenues of NT$93.295 billion and NT95.416 billion respectively in 2018 and 2019, with notebook chassis contributing 20-30% to total revenues, Catcher said.”
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So doing the math: $95,416,000,000NT multiplied by the exchange rate of $.035USD equals $3,339,560,000USD multiplied by 40% for handset production equals $1,335,824,000USD. $1.335Billion. REVOLT.
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Link: https://www.digitimes.com/news/a20201006PD212.html
Why in the hell would catcher, the famed iphone frame/case maker, sell facilities in the middle of an iphone
supercycle? (Catcher was in talks with Luxshare which fell thru, then abruptly sold facilities to Lens Technology. Key word: ABRUPTLY) Also, Catcher's stock is down 20.35% in the past 3 months and is near it's 52 week low. Demand for catcher's metal cases for the iphone 12 should be at an all time high right now. the stock should be trending upward for the new Iphone 12. Instead the stock is down AND Catcher sold their facilities...seems like Apple has found a new manufacturing option.
That’s a cool video....crazy!
Tim Cook: say those 4 syllables: Li-quid-met-al at the event next week and change SO many lives!
Great points
Exactly
So many experts, with past jobs conveniently in the same area, all looking to the past. It’s amazing that the expert references were never made at the actual time—just now. Suspect.
That’s great info. Thanks!
Still one of the best posts of the year.
AIP + 5G = LQMT
Hahahahaha, You’re probably right!
October 6, 2020: “For the iPhone 12 series, Apple will apparently introduce a new metal midframe shape coupled with a different back panel than what we have now, and a brand new 5.4" form factor. When you add the 5G modem, the 5nm apple A14, and the LiDAR cameras on the back of the Pro models, the excitement is palpable.”
Link:
https://www.phonearena.com/news/apple-iphone-12-5g-2020-event-live-stream_id126763
Kuo: “The report predicts that the new design will be a major selling point that will contribute to supplier revenue and profitability, and combined with 5G support, will increase Apple's smartphone shipments to 85 million units in 2020, compared to 75 million new iPhone shipments in 2019.”
And, “Kuo believes the grooving and injecting of the metal in next year's iPhone frame will reduce the negative impact of metal shielding on the high-frequency transmission efficiency of the internal antenna, while the use of sapphire or tempered glass on the groove will serve to protect the injection molded structure.”
A year later and we still have no clue what company kuo was talking about when he wrote.....”major selling point that will contribute to supplier revenue and profitability...”
https://www.macrumors.com/2019/09/25/kuo-2020-iphones-to-boast-redesigned-metal-frame/
The iPhone 4 issue was due to external antennas being obstructed by your fingers placement on the divider between them. This is due to internal metal shielding of the antenna. Cmon Apple don’t F the 12 like you did the 4.
I’ll take that bet lol
REVOLT: REcurring Volume Orders of Liquidmetal in Target market
Name one other time that liquidmetal didn’t reveal the customer name.... Martin, miltner, isolite/zyris, conexion, etc. all revealed. Why nothing now? This recurring volume order in a target market must be Apple.
Size and flatness
Marking size: 60+ (close to the size complexity of the middle frame of the mobile phone) where the high precision requirement is ±0.03mm and the flatness is 0.05mm
Need to assist the CNC to meet the size requirements, the flatness cannot be achieved, and there is a risk of deformation in the later use process.
Headphone holder
1. Since the strength of liquid metal is 3 times that of stainless steel, in order to achieve the same fixing effect, the thickness of liquid metal can be much thinner than that of stainless steel. At the same time, because the density of liquid metal is lower than that of stainless steel, the weight is only 50% of stainless steel parts; 2. The liquid metal is superior in elasticity, while ensuring firmness, the pressure on the ear is also less; 3. The liquid metal is molded once by injection Forming, it can form more complicated parts, so that the whole product can save some unnecessary structures and accessories, and the product is integrated, simple and stylish.
In the context of target markets, and repeat volume orders, I’m curious what everyone thinks this means: “.... providing market participants with needed benchmarks on the advantages of our technology.”?
"We will continue to work with the 'fruit' company," said Li.
Can't quit thinking about this statement....
lol !!!!
cut and past from CNINFO (juchao info network) regarding Yihao/liquidmetal dated August 2020--keep in mind its a translation:
With the continuous improvement of the acceptance of liquid metal in related industries, more and more companies adopt liquid metal materials to design and produce high-quality Complicated structural parts with high performance and high precision have continuously increased the demand for liquid metal. In order to meet customer needs, the company accelerates its market layout and continues to increase Liquid metal equipment was invested to increase production capacity, and liquid metal product revenue continued to grow. During the reporting period, the company’s liquid metal product sales revenue was RMB 70,978,800, an increase of 71.25% compared with the same period of the previous year, mainly due to the increase in revenue from liquid metal hinges. As of the end of the reporting period, the company cooperation relationship with well-known domestic and foreign customers such as Tesla, Xiaomi, Huawei, OPPO, Lens Technology, ABB, and Sony has been further strengthened.
Liquidmetal has always let stockholders know exactly who they are making orders for: miltner, Martin, etc. The simple fact that they have (July) repeat volume orders into a target market that will provide other market participants benchmarking data—all via a SEC document—and DID NOT release the name speaks for itself. It’s huge with an NDA. Also since eontec took out a large working capital line of credit in June, substantiates the likelihood of a huge contract. Plus it’s well documented that Apple started mfg orders for the iPhone 12 in July. Gotta be Apple and their notorious NDA.
90. Another fact that the technology is finally commercially viable.
Nice!!!
Hard to argue...facts hurt lol.