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Li is not going head to head with Foxconn, he is partnering with them. Foxconn will be using his machines, materials, molds, ip, and will need guidance to manufacture. All this means revenue for Eon/Lqmt. Li has said that he alone can’t do this, that’s why all the JV’s.
https://www.forbes.com/sites/gordonkelly/2019/06/20/apple-iphone-cancellation-upgrade-iphone-xs-max-iphone-xr/
Apple to release a new iPhone SE this fall with a "bezel-less" design....
Based on Josh's note on the Yihao presentation, I checked out the CCM website for their skates. The lower end models note that the skate blade is stainless(common). But the high end skates indicate the blade material is a "Premium blade with oxide treatment". Interesting (and uncommon) that they do not note the specific type of metal.
https://ccmhockey.com/en
Josh, the last slide of the presentation he talked about for a good 5 minutes. It listed out 6 items on the slide. What was that slide all about?
At this point the evidence strongly shows that ASUS is working with LQMT. You excellent overview of Yihao's presentation tells us they do in fact have some level of mass production for LQMT. It is getting clearer and clearer that we indeed are heading towards large scale mass production.
https://root-nation.com/gadgets-en/smartphones-en/en-asus-zenfone-6-review/
"Undoubtedly, a motorized camera unit with a 180-degree turning unit is the main feature of the smartphone. And this is not just a functional element that turns the main camera into the front one. Transformable design of smartphones is still quite a fresh trend. And ASUS suddenly managed to get ahead in the effectiveness of its implementation. By the way, the case of the rotary unit is completely made of metal. According to the manufacturer, Liquidmetal Technologies alloy is used - light, but at the same time very durable."
That seems quite clear to me. We are producing CE parts now. Questions is from where, Yihao in China perhaps?
This paste has been used for many years in laptops. It is nothing new. And has nothing to do with the phone.
It's on Asus's website also. This is significant as no major ce company has ever done this.
Samsung’s patent shows that the company may want to make a phone with all the sides curved including the top and bottom. The patent says the back which is also curved on all sides can be made of metal.
https://www.gizmochina.com/2019/06/13/samsung-patents-phone-with-a-4-sided-curved-display/
https://nl.letsgodigital.org/uploads/2019/06/samsung-galaxy.pdf
Huawei has indicated that its foldable phone Mate X will launch in Sept 2019, slightly later than it was reportedly set to, as it does extra tests following the debacle Samsung went through with its rival device.
https://www.cnbc.com/2019/06/14/huawei-will-delay-mate-x-foldable-phone-launch-until-september.html
Article: https://www.forbes.com/sites/ewanspence/2019/06/10/apple-iphone-11-new-leak-rumor-sound-volume-bass-speaker/#777817b1623d
"Apple is hard at work on ways to improve your iPhone sound system, with details of a change to the speaker construction that could increase the back volume and bring with it improved acoustics and more punch in the bass frequencies… without increasing the size of the speaker."
Patent: http://www.freepatentsonline.com/y2019/0174223.html
Quote from patent: "The method may include forming, e.g., through plastic or metal molding processes, the speaker housing having a speaker port and an inner surface defining a rear cavity. "
https://patents.justia.com/patent/9994932
This process is specifically noted on the LQMTChina website.
Exactly, telling them you are a shareholder then asking inside questions was like telling them you are a robber and would like to know their home addresses. Of course they are not going to tell a shareholder anything. Never have.
https://appleinsider.com/articles/19/06/11/foxconn-claims-it-can-make-all-of-apples-iphones-outside-china
“Bloomberg says that Liu gave Foxconn's decision to build a base in Wisconsin as an example of its worldwide production capability.” Looks like Apple will be looking for suppliers outside of China. Perhaps Bond is onto something.
https://www.slashgear.com/oppo-foldable-phone-patent-adds-a-popup-camera-to-remove-bezels-09579832/
Oppo foldable fablet patent with pop up camera. Similar type of hinge as the Huawei Mate X.
"HK is no protection from the long arm of the Chinese government. "
True but HK is NOT subject to US tariffs which is why companies are moving from China to HK.
Huawei 5G base stations:
https://mspoweruser.com/huawei-explains-why-they-are-essential-to-5g-deployment-10000-euros-cheaper-per-site/
“The power consumption per bit of our 5G base station is ten times lower than 4G, and the size is 70% smaller. Our 5G base station is very small indeed, about the same size as a briefcase. It’s also light – about 20 kilograms. You don’t have to build a cell phone tower for 5G base stations, because they can be installed anywhere – on poles or walls. They can work for decades because they are made of anti-corrosion materials. “
Question is, will they be able to sell these in the EU or NA?
https://www.ti-electronic.com/nanocrystal/
"At the moment our company offers nanocrysalline cores prepared from metal-metal type nanocomposites. These are actually nanocrystalline alloys obtained by suitable heat treatment from an amorphous precursor ribbon prepared by rapid quenching from the melt. We are able to prepare precursor ribbons having a width corresponding to the particular application in the range of 4-20 mm.. Wider cores can be produced by attaching the thinner cores to each other."
I believe Li signed cooperative agreement with Antai a couple years back. Josh posted it.
http://www.lqmtchina.com/detail.aspx?id=272
It also appears the LQMTChina is a producer of this amorphous ribbon.
“Sony Mobile is reportedly planning to come out with its first foldable smartphone in 2020. The smartphone will reportedly be Xperia F (‘F’ is foldable). It will use Samsung’s flexible OLED display panel and will have 21:18 aspect ratio. The foldable smartphone is tipped to have 5G connectivity as well.”
https://www.gizmochina.com/2019/05/28/sony-developing-xperia-f-5g-device-with-a-2118-aspect-ratio/
Hopefully the "T" will be resolved sooner than 2021.
Got it, thanks.
Sorry, not following..."S" and "T" sectors?
Are you saying Eon will be producing Liquidmorphium? Thought that trade name has expired or was not renewed.
It would be nice to know what the results were of his SWOT analysis. And how LQMT fits into that analysis.
So if ZTE is a Tier 1, then they have purchased the machines (probably many) and use them onsite with support from Eon. No wonder Li made that profit pledge for Eon. Hope something comes our way later this year.
https://linkprotect.cudasvc.com/url?a=http://irm.cninfo.com.cn/ircs/question/questionDetail?questionId=375137924022079488&c=E,1,IprpL1WJSYmOjnxLNwE_RojMQPaGgiwf63D3KoewYINjllEpGhJcd3ehIEhLBZy4X79qmIifUfvsvqG8x0DqiTAAw3LHV8W9m6dO6n8LFWbTPm025h2gk_TV&typo=1
Q:Does the company's 5G base station products supply ZTE and Huawei directly or indirectly?
? Hello! Thank you for your interest in the company. The company is a secondary supplier of Huawei and a Tier 1 supplier. Thank you!
Josh, do you interpret this to mean that Huawei is now a Tier 1 customer?
Then why does it reference these three patents:
http://www.freepatentsonline.com/y2014/0008999.html
http://www.freepatentsonline.com/8485245.html
http://www.freepatentsonline.com/6771490.html
There also doesn't appear to be any legal entity (that I can find) called "Cornerstone Intellecutal Property, LLC (Lake Forest, CA, US)" (as spelled in the patent). Or "Cornerstone Intellectual Property, LLC (Lake Forest, CA, US)" (properly spelled)
Since you claim to have contacts at LQMT, can you ask them what "Cornerstone Intellectual Property " is (by James W. Kang) and how it relates to LQMT?
My take is they certainly are separate companies as stated. Our partner is Yihao and not Eon. Although Eon provide technical support, Yihao will be producing for us. But the last sentence is the most telling to me. It appears to support my stated theory that revenues (CE or non-CE) will be based on geography. Where the item sells will determine which company it will be licensed to and therefore revenue.
From Eontec website:
Question: Hello, can the company achieve domestic substitution?Is the technology acquired by LQMT in the United States already transferred to the domestic market?
Answer: How do you do?Thank you for your attention to the company.The company's liquid metal has a completely independent intellectual property rights, production technology and molding equipment, industrialization capacity in the world are top level, so there is no problem of domestic substitution. The patent and trademark license of LQMT company and LQMT company signed the parallel license agreement in 2016, both sides are cooperative relationship, and agree to use in their own exclusive area, therefore, there is no problem of technology transfer, thank you!
https://9to5mac.com/2019/05/23/pegatron-apple-production/
Pegatron making MacBooks. Pegatron, like Foxconn, is a customer of Eontec.
https://www.engadget.com/2019/05/24/macbook-pro-2019-teardown-keyboard/
"There also seem to be changes to the metal dome switch, possibly involving either a new alloy or heat treatment. "
This patent perfectly fits the definition for the new Macbook keys pressure mechanism.
Thanks, perhaps a ferric based BMG alloy?
https://techcrunch.com/2019/05/21/apple-announces-new-macbook-pros-with-more-powerful-processors-and-yes-updated-keyboards/
I do believe there is a BMG patent for their butterfly key.
Interesting...let's hope Foxconn has been ramping up their BMG output.
He needs blessing of Chinese government.