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Please provide a proof source of Apple requiring redundancy
Link? How do you know that eontec, yihao, luxshare, and or Foxconn haven’t purchased their own machines? You can’t argue capacity without this info.
Just more thoughts....Per the info that is "stickied" by MOWO it shows that Yihao produced 20,000,000 parts annually with 40 Amorphous Metal machines. They were set to add 50 by year end 2019. Using the same math, 50 NEW machines would be capable of producing at least 25,000,000 NEW parts annually at the current production levels--which may be less than full capacity. Since we are using the capacity math of the prior 40 machines, if they were not maxed out (likely), the production would be significantly higher for these 50 new machines. Also, if there is production capability available on the prior 40 machines that would give even more capacity. Furthermore, it is completely possible that Yihao has bought even more machines since the end of 2019. So there is significant capacity at yihao alone...now add in eontec and possibly Luxshare. Apple can easily be taken care of....especially with the lower labor requirement with less finishing, less waste, etc. Apple should blow this up (from a marketing standpoint) as the next best thing just on the waste aspect alone. Imagine how much waste is eliminated due to the near net shape and finish characteristics of the liquidmetal process--it's huge.
Eontec, yihao, luxshare, possibly Foxconn as well. Luxshare has capacity and history of mass production w Apple.
the timing of the working capital loan compares well to Apples production approval timeline—see the links I provided in the post.
All I have from Kuo—from last fall:
“In his research note with TF International Securities, Kuo says Apple will change its flagship ?iPhone? design "significantly" next year. Specifically, the new devices will feature a new metal frame with "a more complex segmentation design, new trenching and injection molding procedures, and sapphire or glass cover assembly to protect the trench injection molding structure."
We predict that the new 2H20 ?iPhone? design will change significantly [...] The metal frame and the front and rear 2/2.5D glass are still used, but the metal frame surface will be changed to a similar design to the ?iPhone? 4, replacing the current surface design.” And this... “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.” And finally, this... “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.”
Details of the working capital loan—see post I’m replying too. Thanks payme! This was a huge leading indicator of a whale, which I believe is Apple based in the Forbes article I posted earlier today. If you want more liquidmetal, this may be your best last chance in my opinion.
Per Forbes: Apple has finalized the design, approved suppliers, and given the go ahead for mass production (see article and snip below). Coincidentally eontec has applied for a massive working capital loan during the past month with a term of two years. It’s on.
“06/13 Update: with the iPhone 12 line-up now official, Apple is ready to ramp up production. Citing industry sources, popular Chinese newspaper DigiTimes (paywall) reports that Apple has finalized the designs and features of the new iPhones with mass production starting next month.”
https://www.forbes.com/sites/gordonkelly/2020/06/11/apple-iphone-12-new-models-design-release-date-update-iphone-11-pro-max/
Don’t think I ever saw this. Someone very special to me suffers. Wonderful post. Best wishes Josh—hoping all your goals come true!
Another leading indicator
Good info! Thanks
Anyone have any more info on the $42,000,000 +\- eontec working capital loan? Trying to follow the bux.
Also what is eontec’s crrent sales volume in USD? This would be nice to know and would somewhat tell how large the anticipated sale is—based on a multiple of the working capital.
Appreciate any help in advance—I’m unable to spend much time on this today.
Next Apple Watch antenna in band
MatterHackers
Daaaaam! That’s awesome!
Kuo says that he believes Luxshare Precision will also ship the new ?Apple Watch? expected in the second half of 2020, which would be the Series 6 model. There are no details included about the device, but past rumors have suggested the new device could feature faster performance, improved water resistance, and better wireless transmission.
Rumors also indicate we can expect to see sleep tracking functionality introduced as one of the key capabilities of the ?Apple Watch? Series 6.
Thanks Base!!!!!
Never said that at all. (In fact there are several other justifiable reasons for Liquidmetal.). In that post, I was just adding my opinion to his statements about the place being “shuttered”.
The fact is: shuttered does not mean being an revenue earning, appreciating asset. Everyone knows this is true.
My post meant no more and no less than this.
the LF location is still an appreciable asset on the balance sheet, the offices there are being used by liquidmetal, and that it is providing steady long term revenue.
It was used for proof of concept which was verified by another poster here.
Definitely not “shuttered”. However you are entitled to your opinion. These are mine.
Another July Apple production prediction. The last board meeting and the next board meeting to be held in July 1st, along with the $42M (In US $’s) working capital loan are for Apple IPhone 12 production!!!! Links below.
“Apple is rumored to launch four models of the iPhone 12 and the source claims that all of them will enter production in July.”
https://www.gsmarena.com/apple_iphone_12_production_begins_july-news-43683.php
Can anyone post the details of this: “For details of the "Notice on Convening the Second Interim Shareholders' Meeting in 2020", please refer to the relevant announcement published on the GEM information disclosure website designated by the China Securities Regulatory Commission. “
Thanks for the post—I was looking for that. Timing couldn’t match any better—plus $42M US dollars is a lot of working capital!!!! Apple. 5G.
Ladies and Gents, load up!
Nice work Pay!
This $42M working capital loan coincides well with apples iphone12 release. Many reports say that production is beginning. A 9-0 vote seems like the decision was a no brainer.
But in the end, I don’t care who it’s for—just that it’s a whale and the hook is made of LQMT.
You’re right. I completely forgot about medical!
CATL/eontec selling to Tesla Volkswagen Audi Daimler Porche Toyota...with royalties to LQMT for North America and Europe is good enough for me. If Apple hits too, that will push LQMT to $6 overnight.
It’s all happening very fast.
I’m expecting a breakout
CATL also provides batteries for Volkswagen and Toyota.
The LQMT/amorphous cathodes via eontec investment is looking strong
Eontec and CATL joint investment in battery / cathode material business. Tesla
http://autonews.gasgoo.com/m/Detail/70016312.html
Twice average volume
All iPhone 13 leaks and predictions show flat sides/edges. The stainless iPhone 4 with flat edges had terrible antenna issues. So given that AND 5g this is looking more and more like liquidmetal!
Additionally, a report from DigiTimes on Tuesday detailed that Apple is on track to begin production of its upcoming iPhone 12 in July. The report suggested that Apple may not suffer a delay in its iPhone 12 release due to the coronavirus pandemic impacting supply chains.
Apple is set to complete the second phase of its Engineering Validation and Testing stage for its iPhone 12 lineup by the end of June, before starting July production, DigiTimes said, citing sources from Apple's Asia supply chain. Several of the iPhone 12 models are expected to include 5G capabilities, marking Apple's first 5G-enabled iPhone.
Those hinges...perfect application.
Thanks! I think so too. I see no other metal that would work.
Nice!!! Obviously!
Thanks, I’ll look for it
Read my posts
This Apple keyboard/trackpad was released late March, so little if any revenue prior. Qtr2 however...is realistic for Liquidmetal revenue recognition on the income statement.
I don’t see how this could be done with anything but Liquidmetal—it’s so thin, flexible, and requires a return to its origin position over hundreds of thousands of cycles.