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It’s seems unorthodox for Apple to release an Apple Watch alongside the iPad Air (cheap) unless it’s an SE Apple Watch (cheap) model which would make sense...
What if they have a moment “one more thing” in October’s “special event” where all lm products will be shown I.e air power, air pods studio, 5G Apple Watch, 5G iPhone?
The later makes more sense to me, regardless I won’t be surprised if we are not mentioned but would be surprised if the technology used (5G) is not liquidmetal;)
Key wording:
Apple event
When iPhones are the main attraction -
Apple special event
I think this is strictly for Apple Watch and iPad, iPhone event to follow in early October.
Sounds as if they can replace a big chunk of the SS midframe market:)
Baidu translate :
Zhang understand! Since the company is in the front end of the industry in the field of zirconium based liquid metal, it will expand its layout in the field of electronic consumption by using the company's precision die casting production line on the basis of zirconium base. Especially, the stainless steel frame is used in mobile phones now. Can the liquid metal replace the stainless steel and the main support frame of mobile phones. Strive for more market share!Iirm5561915 · 2020-07-11 · source websiteYi'an technology pays attention to July 11, 2020Hello! Thank you for your attention. Liquid metal can largely replace stainless steel frames. thank you!
Bing translate:
Zhang understand good! Since the company in the field of zirconium-based liquid metals in the forefront of the industry, then on the basis of zirconium-based use of the company's precision die-casting production line to expand the layout in the field of electronic consumption, especially now the use of mobile phones are stainless steel border, can the liquid metal instead of stainless steel and mobile phone body support frame. Strive for greater market share!
iirm5561915 2020-07-11· Source Site.
Yi'an Technology Focus 2020-07-11.
Hello! Thank you for your interest in the company. Liquid metals can replace stainless steel borders to a large extent. Thank you!
Strange phone...curious if we are in there?
I got that from your reply post;) enjoy the rest of your weekend!!
My thinking is The company Apple cannot be mentioned...Let’s see how this plays out will be an interesting month or two:)
That’s raw material production
Right at the bottom is probably the most important customer that hat a different name, lens technology>Apple
They had to move the equipment due to construction delay, floods, railway, etc...
As far as we know this could have been the extra 50?
I believe josh pointed out in an eontec q&a about lqmt talking to customers for base station products:)
Just need Tuesday and September 22 to come around...add more fuel to the fire!
Tuesday
One more time!!
This is BIG...those parts don’t come cheap!
A few takeaways from this report:
“ Just after the implementation or for a period of time, the company is facing the risk of being demolished. The company decided to postpone the industrial expansion project of amorphous alloy (liquid metal) precision structural parts from June 1, 2020 to May 31, 2021. The construction project of the alloy (liquid metal) R&D center is postponed from December 1, 2020 to November 30, 2021.
3. The company's liquid metal business continues to expand, and the existing production sites cannot meet development needs. As the new Ganzhou-Shenzhen railway passenger dedicated line construction project passes through part of the company's factory area, the Qingxi Town People's Government of Dongguan City has to expropriate part of the company's land and above-ground buildings, which further makes the existing production site unable to meet the precision structure of amorphous alloy (liquid metal) Demand for industrialized production expansion projects. In order to give full play to the maximum benefits, the company intends to change the implementation of some amorphous alloy (liquid metal) precision structural parts industrialization expansion projects, that is, the company implements amorphous alloys (liquid metal) in the existing plant in Yinquan Industrial Zone, Qingxi Town, Dongguan City At the same time as the industrial expansion project of alloy (liquid metal) precision structural parts, part of the equipment for the industrial expansion project of amorphous alloy (liquid metal) precision structural parts was leased to its holding subsidiary Yihao Metal, and Yihao Metal was on its premises. Use the leased equipment for the above-mentioned fund-raising projects to implement the industrial expansion project of amorphous alloy (liquid metal) precision structural parts.”
During the reporting period, the company continued to deploy 5G technology and market on the original basis. The company has independent technical reserves in 5G. The 5G base station products produced, including filters, heat sinks, etc., have entered the mass production stage. As of the end of the reporting period, the company has further consolidated its cooperative relationships with well-known customers such as ZTE, Guoren, Samsung, Ericsson, and Nokia.
4-10?? On the low;) once li has his mic drop moment then we see where this can go:)
I will be enjoying time with the family, have a great weekend :)
I believe eontec has 65 machines, lqmt 50++? There may be more then we originally knew about...
Regardless, those numbers you posted are a good way to judge revenues...thx for posting enjoy the weekend!!
Channelled through yihao...
Nice 7million dollar bump in the first half alone, 2nd half I may begin counting by the thousands;)
Thanks base, really hoping this pans out for us:)
I noticed operating profits...hmmm
Annual - semi annual wow yes, I’m guessing you didn’t have your morning coffee while posting;) I would think the second half would produce much more!
12 million US first half, these may just be pre production numbers, along with some mass production, I would love to know what their numbers for the 2nd half would be?
2-3 years would be a fair bet, liquidmetal expansion is expected to be ready at this point, 50 machines are expected to push 20 million parts per year, this is the starting point! Who do we have on the line to order 50 machines?
heat dissipation is another one, some great info jotu very interesting look with apples new headphones, I’m curious to see what their glasses look like...
They have a number of products coming out, what are the chances that our CM’s have enough machines to pump these products out?
2-4 million parts each
midframes
Headphones
Air power
Glasses
Anywhere from 10 - 20 million parts per quarter.
These products have been in R&D for years, What are the chances that Apple/yihao have nailed all these prototypes and are ready for production?
Thanks for the play, even though I don’t gamble on trades it’s good info;)
We still at the circus, I thought the show was over!!
Lock washers > hinges?
Whoa...news?!
It’s all relative, just a matter of time before these products become revenue for lqmt, it’s obvious they won’t mention this (thanks Apple)
Microsoft's foldable mobile phone will be launched soon, and demand for hinges and other components will increase (shares)
financial
08-13 07:55
On the 12th, Microsoft announced through official channels that its dual-screen mobile phone Surface Duo will be launched in the United States on September 10, priced at $1,399. This also marks Microsoft's return to the smartphone market. Surface Duo uses a dual-screen solution, with a screen size of 5.65 inches, which is 8.3 inches when unfolded. The two screens can run different applications separately.
Minsheng Securities Wang Fang believes that foldable mobile phones break the screen-to-body ratio in one fell swoop, and are the most important upgrade direction for the appearance of smart phones in the next three years. With the gradual decrease in prices in the future, terminal sales are expected to increase substantially, which will bring a new round of growth opportunities to the industry chain.
In the folding screen mobile phone, the function of the hinge is to support the rotation and connect the screen. The requirements for precision and durability far exceed that of the notebook computer, involving MIM (metal powder injection molding), liquid metal and other processes.
Related listed companies:
Jingyan Technology: Leading MIM process manufacturer is continuously increasing production capacity expansion and R&D investment;
Dongmu shares: Huawei's core supplier of hinges for the folding screen mobile phone Mate Xs.
Source: Financial industry website
https://m.sohu.com/a/412859859_114984
“Hongxin Electronics (300657) products have passed display modules, touch modules, and fingerprint recognition modules. Groups, etc. are used indirectly or directly in OPPO and other smart phones; Jingyan Technology (300709) provides customized MIM core component products for smart phones, wearable devices and other consumer electronics fields, and the products have finally been applied to OPPO”
These two companies also supply liquidmetal products...
Thanks for posting!
Thx games appreciate it
The “Big short” just ordered a big short on cars...specifically mentioned Tesla...tic tic tic
Touch ID will be inside the power button - LM could be used for this reason, if they are producing bigger parts from LM, then they must be using eontec machines, the iPad Air will be low volume then comes iPhone SE 2021 with same features (all metal design)
Hongzhun is one of the main suppliers for iPhone SE, if I’m right this is the same company which is owned by industrial fulian.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=156314940
iPhone SE3
https://money.udn.com/money/story/5612/4807270
Smaller parts have been mass produced since 2014, in order to make bigger better parts they need to use eontec DC machines, which has the liquidmetal branding associated to them, could these manufacturing companies be ready for mass production?
Yes, not enough time to look up links, but check my posts from June/July 2019 also posted some info from eontec mid year around 20th August
Liquidmetal expansion exp date to be ready for production 2023 June
Li’s mic drop moment...