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Without any pr, or product release event, this will go back down - somehow I don’t see us waiting until 3Q numbers, unless it’s a non functional product...
I couldn’t have said it any better...thx for sharing - we have been waiting a long time for this.
This speaks commercialization of an important part...
“functional parts utilizing our technology”
Specific market
Giving access to other participants
Calm down no need to get excited, you might get your 10c tmr, all depends on who’s listening
They made 1 mil in debt securities
I see buttons as well as some other form of Apple Watch bezels!?
Could this have any significance to it being part of “air power” which will usher in bmg’s?
Magnets.. inside the iPhone 12's chassis 😱 pic.twitter.com/0eJ7HRZjpW
— EverythingApplePro (@EveryApplePro) August 4, 2020
I thought about this, they won’t reply if something is in the works, I could see those beans using lm, but they neglected to mention anything other then folding hinge, As far as I know eontec won’t lead their investors along...
They first used MIM, looks like the switch happened in 2018, with series 4 - new look, better SS and aluminum (low carbon), this is the same time that Liquidmetal mass production occurred...
Now with 106, in full effect I would think we see some action, although it would be nice if we saw AMM as opposed to injection molding...
Crazy!!
Thanks;)
Specific date: August 24th...there is a significant meaning to this date for Tim Cook, something to watch - They may go for the KO with a Tyson hook in this new phone, internals where it counts, I am now fairly confident that this will be all liquidmetal including battery.
Very interesting, thanks for posting!
It’s expected that apples new iPhones will carry a smaller battery then previous models, these new models will carry 5G and reverse charging...
Some here would say it’s gallium...
Same reasons why they will switch to Liquidmetal mid frame...
Read between the lines...
Reverse charging and RF reference is key...the reason they switched is heat and RF this is why Air power was delayed (bmg production was not ready)
Someone gets it...
Wrong...
Lqmt does not manufacture at the moment, the question I have for li is where does he see lqmt 5 - 10 years from now?
I would think we sign same type of deal with ford and Tesla as we did with eutectix...
I see the smoke, where’s the fire?!?!
“The new energy vehicle market company is BYD , BAIC New Energy, Geely, Tesla, Ford, etc. to provide products.”
Follow the machines...
Yunhai question reporting:
“Question: Introduce the application of large parts in magnesium alloy
Answer: At present, medium and large parts such as instrument panel bracket, central control bracket, seat bracket, etc.
3/3
And is expected to be promoted quickly. There are also some parts under development. The company's development of magnesium alloy medium and large parts application customers has gradually increased. The company has become Volvo's global supplier and has entered the Porsche, BMW and Mercedes-Benz parts supplier system. The new energy vehicle market company is BYD , BAIC New Energy, Geely, Tesla, Ford, etc. to provide products. At the same time, the company strengthens cooperation with domestic new energy battery manufacturers Ningde Times and BYD.
Question: How about Baosteel's cooperation?
Answer: Baosteel Metal Co., Ltd. is now the company’s second largest shareholder. The two parties have coordinated their strategic layouts and jointly integrated the industry. They not only share customer resources, but also jointly develop new applications and new customers for magnesium and aluminum alloys. With the technical advantages of primary magnesium and magnesium alloys and deep processing, the rapid development of the magnesium and aluminum deep processing industry has promoted the development of the automotive lightweight industry.
Question: How about the company's magnesium alloy sales?
Answer: In the first half of the year, the sales volume of magnesium alloys increased year-on-year. In the first half of the year, the consumption of magnesium alloys in the 3C industry increased. In addition, the increase in magnesium alloys for shared bicycles was also relatively large. The company's market share of magnesium used in the automotive industry has also increased.
During the reception process, we conducted adequate exchanges and communications with investors, and strictly followed the "Information Disclosure Management System" and other regulations to ensure the truthfulness, accuracy, completeness, timeliness and fairness of information disclosure. There has been no major undisclosed information leakage, and at the same time, the “Letter of Commitment” for research has been signed as required by the Shenzhen Stock Exchange.”
This guy is covering all angles.
1. Transportation
2. Energy
3. Telecommunications
4. AI - Neuralink
Times are changing...
Maybe 1600 is cheap!?!? And will start pulling 0.7 to new highs.
Interesting theory, thanks for sharing!
Lots of talk about space X satellites getting deployed, any thoughts?
I see the mmwave tech ‘outfit’ getting placed, but missing the microcell base stations, in my neck of the woods...
expected commercially available in 2022.
5G sub 6 sounds right, piggy backed off LTE, is ready.
Be interesting if we hear any liquidmetal talk in coming months, I just don’t see it happening in sept.
I always enjoy reading these, makes me a believer....thanks games!
Their rules have changed, rumor has it they will post mid august, expected double net profit.
Ha! I meant what you mean by this? Do you suspect there will be the rubber ‘feel’ on the mid-frame? Back glass?
“rubber frame bumper”
Can you explain what this means? Thanks
Rumour is the glass will be flat, no more curved 2.5D glass like the iPhone X etc.
Let me see if I understand this correctly, In order for the bezel to be so thin, they would need to engineer this phone where the midframe and glass are joins as one piece!?
Luxshare just made a move into chassis (mid-frame) production/assembly they will receive 30% of orders for 6.1 pro version, for Apple...they mention that Foxconn has Stainless steel production which WILL NOT be affected by luxshare...
Air pods studio Tuesday
Different article same website:
Luxshare rushes into the iPhone foundry to assemble the case as the key to Hon Hai's profit
2020-07-20 12:54 Central News Agency reporter Zhong Rongfeng, Taipei on the 20th
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China Luxshare acquired Wistron's mainland China factory to gain entry into Apple iPhone foundry. Foreign legal persons estimate that Luxshare is expected to enter in the first quarter of 2021 at the earliest, and will have limited impact on Hon Hai's profit in the next year. Luxshare may lock the chassis assembly technology in the next stage. If it becomes true, it may have an impact on Hon Hai's profit.
The foundry Wistron’s board of directors resolved on the 17th to sell its subsidiaries Wistron (Kunshan) Co., Ltd., Wistron Investment (Jiangsu) Co., Ltd. and their related businesses. The target is Luxshare Group. The transaction consideration is tentatively set at RMB 3.3 billion. It is equivalent to about 13.8 billion New Taiwan dollars.
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The European foreign-funded legal person report pointed out that the short-term impact on iPhone assembly plants, including Hon Hai and Pegatron, is limited, mainly because Wistron’s share of iPhone assembly OEM market is only a single digit percentage; in addition, the iPhone assembly process is quite complicated and labor-intensive. It takes many years of learning to achieve profitability; coupled with the ability to vertically integrate is critical to assembly profitability.
The legal person pointed out that for the assembly yield of Apple iOS devices, the vertical integration technology capability based on case assembly is particularly important, and Hon Hai still has a leading position in stainless steel case assembly foundry technology, which can ease Lixun’s entry into the iPhone generation. Impact of labor.
The US-based foreign legal person report speculates that Luxshare may enter the iPhone assembly foundry supply chain as early as the first quarter of 2021. The next phase of the goal is to cut into the iPhone case assembly technology. If the relevant situation is realized, it may gain Hon Hai. In the long term, Luxshare’s entry into iPhone assembly foundry may affect the market share of Hon Hai and Pegatron in iPhone assembly foundry. However, the impact on Hon Hai’s profits will be limited in the coming year.
From the perspective of the iPhone assembly foundry market share, the Japanese foreign legal person report pointed out that Wistron currently accounts for only about 5%, Hon Hai accounts for about 63% to 65%, and Pegatron accounts for about 30% to 33%.
Tianfeng International Securities analyst Ming-Chi Kuo issued a report in late February this year and expected that Luxshare had the opportunity to enter the iPhone assembly foundry supply chain in the second half of 2021 or before.
The market is also paying close attention to the progress of Apple’s 5G version of the iPhone in the second half of the year. The legal entity estimates that the shipment of 5G version of the iPhone will reach 70 million units in the second half of this year. There are more product types and more focus on the Sub-6GHz band models. The -6GHz model accounts for 80% to 85% of the 5G version of the iPhone.
In the assembly supply chain, the legal person expects that Hon Hai will remain the main supplier and will become the only EMS manufacturer for the 6.7-inch model, and the assembly proportion of the 6.1-inch model is expected to exceed 70%.
Looks like this is a setup for chassis production/assembly but not SS?!?!
Hon Hai's Law Conference on August 12, Luxshare's entry into iPhone foundry becomes the focus
2020-07-23 16:06 Central News Agency, Taipei 23rd, by wire
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Picture / Newspaper Information Photo
Picture / Newspaper Information Photo
Hon Hai will hold a talk at the Huyue headquarters in Tucheng, New Taipei City on August 12. The outside world expects that Mainland China Luxshare Precision will enter the iPhone assembly foundry and Hon Hai’s second half of the operation outlook will be the focus of the attending legal persons.
Looking forward to Hon Hai’s operating performance in the second half of the year, the legal person pointed out that the good sales of the second generation of iPhone 11 and iPhone SE will drive Hon Hai’s capacity utilization rate and help the existing yield rate. Hon Hai’s gross profit margin in the third quarter has a chance to rise.
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In terms of server and Netcom products, the legal person said that Hon Hai server customers benefit from the demand for home office applications. It is estimated that the server shipments in the third quarter will be stable. In the second quarter, Hon Hai's server performance is expected to grow by 17% compared with the same period last year. At 19%, server performance in the third quarter could be the same as the same period last year.
The legal person estimates that servers and Netcom account for about 30% of Hon Hai's overall performance, and it is estimated that the relevant proportion will increase to 35% next year, driving the increase in gross profit margin.
China's Luxshare Precision acquired Wistron's mainland China factory to rush into Apple's iPhone assembly foundry. Market assessment may affect Hon Hai for a long time.
In addition, Wistron announced on the 22nd that it has acquired a 0.81% stake in Luxshare, a Chinese assembly plant, and Pegatron has also increased its investment in Luxshare, with a cumulative holding of 0.57%, which will affect the reorganization of the iPhone supply chain.
The European foreign legal person report recently pointed out that Luxshare's acquisition of Wistron's mainland China plant will have limited impact on Hon Hai and Pegatron in the short term. For Apple's iOS device assembly yield, the vertical integration technology capability based on chassis assembly is particularly important , And Hon Hai still has a leading position in stainless steel case assembly foundry technology, which can alleviate the influence of Lixun’s entry into iPhone foundry.
The US-based foreign legal person report pointed out that in the long run, Luxshare's rush into iPhone assembly OEMs may affect the market share of Hon Hai and Pegatron in iPhone assembly OEMs, but the impact on Hon Hai's profits will be limited in the coming year.
From the perspective of iPhone assembly foundry market share, according to the Japanese foreign legal person report, Wistron currently accounts for only about 5%, Hon Hai accounts for about 63% to 65%, and Pegatron accounts for about 30% to 33%.
Holy sheet 75,500% ridiculous