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There are a few different ways to present the “financial” in a legal manner.
I see revenue and net income model for YiHao relationship. It has been like that for the past few quarters.
I do see pure (branding) royalty model with big whale CM in coming years.
Just one person opinion
Looks like an adaptor housing to turn an iPad Pro into an iMac
https://www.pelican.com/us/en/product/phone-and-tablet-cases/ipad-case/voyager/c27120#:~:text=%C3%97
It will take some strong material for RUGGED use.....yet elegant look and feel of an iMac.
50 machines = TWO million larger parts (midframe size) per month
A little refresher might help
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=149490356&txt2find=video
YiHao factory video show the machines. They also have 1000C machines.
For 2020 Q3/4 outlook, follow the machines stated in LQMT Sales Flyer.
According to Sales Flyer, Eontec 500C (not the 300C in LF) machines jumped from 40 to 90+.
One can extrapolate machine thruput to extrapolate revenue.
Product Revenue will go to LQMT while COGS will go to YiHao.
For 2021 and beyond outlook, follow the machines beyond YiHao.
Product Revenue (from OEM) will go to Whale CM (with boat load of machines). Royalty Revenue (from Whale CM) will come to LQMT.
IMHO.....
MANAGEMENT COMMENTARY
During the second quarter, we have continued to engage with our primary supplier, YiHao, to advance Product Development and Design Efforts (FOR NDA CUSTOMER), improve Manufacturing Throughput (TO MEET VOLUME REQUIREMENT), and deliver Bulk Metallic Glass parts into key markets.
This has resulted in securing our FIRST orderS for Recurring, Volume, deliveries of functional (PRODUCTION) parts utilizing our (ME ONLY) technology. Monthly shipments began in July and will result in regular (VOLUME) supply into a "Targeted Market", along with providing market participantS (POTENTIAL CUSTOMERS) with needed benchmarks on the advantages of our (ME ONLY) technology.
(ONLY) NO Means NO....
Huawei: NDA
Apple: NDA
Samsung : NO
Question:
Does the company's products have applications in Samsung electronic products including folding?
If the answer is confidential, YES
please answer NO if there is no application
Answer:
Hello! Thank you for your interest in the company. SO FAR, the company's LiquidMetal has NOT been applied to Samsung's folding mobile phones.
Thank you!
LiquidMetal Telescopic Slider
For those who cares about technical detail
http://translate.google.com/translate?hl=en&sl=zh-CN&tl=en&u=https%3A%2F%2Fkuaibao.qq.com%2Fs%2F20200314A0LJL900
Video is just 3D print of a “leaked” CAD file.
Check gamesc Apple patent for BMG in and out.
That’s 7G
Space net
5g sub 6 is not really 5g
USA will have major problem “urbanize” mm 5g.
Legacy fiber and Cable infrastructure will be too expensive to “dump”
Look for “rural” to leapfrog with mmwave. This is how “make in America” can really materialize.
Covid changes everything.
“Suburbanize” trend has already begun. Look for similar uptick just like the 70-90s.
WinTel and Cable changed everything for “urban” train for 30 years.
There will be enough information by November
Internal "subframe" will evolve while external looks the same.
AIP technology will likely to be late (due to FCC testing) for mmWave 5G.
Look for initial Dec release to be sub-6GHz 5G since no mmWave infrastructure is available in US
Spring time 2021 release for Chinese New Year would be the true target for mmWave 5G.
This says AIP will be integrated into the "internal BMG subframe".
I will boldly predict sophisticated audio "groove and tunnel" will be all part of unibody BMG subframe. Yes, there is an Audio IP within the CIP.
LESS (assembly) creates MORE (volume space).....hence thinner overall.
Thin and flat (vertical and horizontal) allows much bigger "screen to body" ratio.
Thin will allow absorption of height increase from bumper case.
Bumper case will protect all "glass gate"
This video tells it all.
This seem to indicate BMG inside with other cosmetic material outside.
Flexible Touch LiquidMetal Mesh in 5G mobile phones
BMG is glass which is still brittle. With Mesh.......
Foldable => Flexable => Rollable
https://appleinsider.com/articles/20/03/24/a-rollable-iphone-wont-break-at-the-hinge-and-apple-is-working-on-one
https://new.qq.com/omn/20190819/20190819A0JJNQ00.html
http://translate.google.com/translate?hl=en&sl=zh-CN&tl=en&u=https%3A%2F%2Fnew.qq.com%2Fomn%2F20190819%2F20190819A0JJNQ00.html
5. Flexible touch
Another highlight is that Eontec informed on the interactive platform that based on the flexible touch technology of Metal mesh and AgNW (Nano Silver Wire), its products can be the first to meet the requirements of many mobile phone brand flagship models in terms of optical and mechanical performance. The need for folding screens. At present, it has authorized nano silver wire related patents, which can be applied in touch fields such as mobile phone flexible touch and large-size touch all-in-one machines.
Thx.
Along with “claimed” average........
Thx for your insight.
Just curious how JB add of 50,000 shares or $4000 becomes public info.
Let the ECO system take care of itself.
Bumper case
Apple has a product design requirement clearly spelled out.
It will be up to the supply chain to fulfill its requirement.
Super thin is necessary to differentiate competition......ME ONLY
Super thin also prevent “generic” Qualcomm 5G module being used since the module is too thick.......hence “ME ONLY” AIP.
Super thin prevent (any grade) aluminum and or stainless steel being used for strength to prevent “Bend Gate”
Super thin prevent Stainless Steel being used due to flatness. MIM stainless steel has shrinkage tolerance problem. Flatness must be met to mate perfectly with glass and/or Sapphire to prevent “Leak Gate”
Super thin allow “rubber frame bumper” to finalize the smooth feel and grip and “insurance policy” for “antenna gate”
Apple tic toc curve for the last 10 years might be a good leading indicator.
“Drilling equipment” tells me not BMG.
Aluminum is no good for 5G
When I go to MRI building, they ban my iPhone and all other metal contents
My Liquidmetal money clip survive the wand test.
EMI go hand in hand with RFI.
Hope this help.
Cal tech has a few more IP other than BMG
These folks background is SPACE ROBOTIC.
BMG just found another NICHE of the NICHE application.......another Lockheed.
PM might be interested in them.
"ME ONLY"
http://translate.google.com/translate?hl=en&sl=auto&tl=en&u=http%3A%2F%2Fguba.sina.com.cn%2F%3Fbid%3D10216%26s%3Dthread%26tid%3D271828&sandbox=1
Huawei has studied for three years to overcome the core strength of the LiquidMetal hinge core technology. Huawei's mobile phone research and development team has been quickly concentrated. Experts responsible for high-precision motion mechanisms have also been mobilized to tackle the design problems of hinges. From the principle of motion to the design of sub-function modules, to the selection of materials, and attempts at different surface treatments, Huawei repeated several rounds of verification of the experimental design and finally determined the prototype design using LiquidMetal as the hinge.
Only the characteristics of the LiquidMetal material meet the four points of strength, precision, fatigue resistance, and light and thin.
Huawei proudly branded its hinges, giving it the title of Falcon Wing design.
The company's engineers have been working for this for three years. The design has more than 100 components and has been patented. The manufacturing process of the design can only be completed by LiquidMetal Technology!
LiquidMetal Technology, for complex shapes, can meet the requirements of ultra-thin thickness of structural parts after meeting many technical requirements that are difficult to complete, such as strength, hardness, flexibility, and metal fatigue. The success of Huawei's MATE-X is partly due to a large number of LiquidMetal experts, year-round exploration in the field, and unremitting efforts. In particular, Professor Lugee Li has made great contributions to the industrialization of LiquidMetal Technology.
With the popularization of 5G folding screen mobile phones worldwide, the world will realize the charm of LiquidMetal Technology and open huge space for LiquidMetal Technology to enter the Consumer Electronics industry chain!
Apple does not do mfr
YiHao is not whale class CM
Follow the machines
product always lag patents
Patents seldom yield product
Coke has been in bottle while aluminum has been invented for 50 years
Economy of scale changes everything
“Me only” commercialization must precede “Me too”
Not so fast.
I believe AIP has CIP technology.
U got it
Do the pick six test ?
iPhone 4 is CNC “soft” commercial aluminum glass sandwich.
iPhone 6 use the same (but require one piece metal back for strength) and yet still wind up with bend gate.
iPhone 7-8 use Aircraft grade aluminum.
iPhone 10-11 uses “cherry pick” MIM stainless steel glass sandwich (with 20% shrinkage)
BMG did not make it due to “mirror finish” difficulty. It is impractical to “polish” hard material such as BMG.
It is my understanding that LM106C solved the mirror finish problem
Curve frame has “draft angle” injection molding problem that prevent “one step finish”
Two pieces of curve frame “fuse” together create yet another unsolvable problem according to LQMT.
Yes.....straight edge frame will become perfect solution in all front. (Including Jony Ive departure)
This is as explicit as it can be.
http://irm.cninfo.com.cn/ircs/question/questionDetail?questionId=684662997136355328
Eontec Q&A
Question:
Exec Admin Zhang, Hope you are well!
Since the company is at the forefront of the industry in the field of Zirconium-based Liquid Metal, then on the basis of Zirconium, the company’s precision die-casting production line is used to expand the territory of the Consumer Electronic field, especially the current mobile phones use Stainless Steel frames. Can the LiquidMetal be used to replace the Stainless Steel and mobile phone body support frame. Fight for greater market share!
Answer:
Hello! Thank you for your interest in the company.
To a large extent, LiquidMetal can replace Stainless Steel frame. Thank you!