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They have been around for 20 years and were profitable early on.
"Among them, the number of patents used to reduce costs, speed up production and increase yield accounts for By one-fifth. The patents applied by Yian Technology in the past two years are more focused on equipment design and research and development, but the purpose is also obvious, focusing on increasing the production capacity of a single device."
NUFF SAID...
"Start-ups like LQMT don't have the time to wait for future profitable sales years down road..."
LQMT is not a start up, incorrect statement.
As far as time....let me refer you to the latest 10Q:
"As a result of the funding under the 2016 Purchase Agreement, the Company anticipates that its current capital resources, when considering expected losses from operations, will be sufficient to fund the Company’s operations for the foreseeable future."
They have plenty of time....especially since operational costs have been cut down to around $4M annually. That is a rounding error in the whale's books.
The article is irrelevant. The fact that they posted a photo of of a "Liquidmetal" (with our trademark) midframe in the photo is what is important. And the fact that it matches the midframe for the IPhone 12 leak is what is important.
LQMT will produce for anyone that pays them and anyone in their sales territory. And that is already happening...
Thanks for pointing out "Apple's Foxconn project" noted in that article. This is yet more evidence in the ever growing volume of evidence in Apple using Liquidmetal. And doing it soon.
What is even better about this patent is that LG is a known customer of Eon.
It is NOT yield data that article speaks of, it is through put. Please see my post below. Through put has been increased with multi-cavity molds. So it has been addressed. Do not pay attention to that poster as he has an agenda.
As usual, you have misread the article that was improperly translated. Here is a different translation. They are not talking about yield as in percent of material wasted, they are talking about yield as in how many parts/unit of time that can be produced. This has been greatly improved with the new multi-cavity molds. Author of this article is likely not aware of this. And overall the author is still extremely bullish on mass production. I think we are beyond that argument at this point. We all know mass production is in place.
Here is a different translation of the article:
Huawei folding screen mobile phone to achieve the release, key product materials liquid metal into the industrialization, liquid metal into the industrialization, the new wind is ready to develop.
Before Yu Chengdong, president of Huawei CBG, revealed that ??,? "the liquid metal" ” had long remained in the imagination, it was the T-1000 in The Terminator, a robot that slowly condensed into a combat-explosive surfacefrom a melted mercury object.
It's an imagination, not a real technology and industry future. Nearly a hundred years after its discovery, China's liquid metal industrialization process has accelerated with the release of Huawei's mate x series of mobile phones, and is expected to lead the world.
Because liquid metal materials melt far less than stainless steel and other alloys, its hardness, wear resistance is excellent, the industry has been expected that this material can be widely used in smart devices, including mobile phones, automotive, military and other fields. However, subject to capacity and technical barriers, the scope of application has not been wide.
The T-1000 is imagined, but not the future of liquid metals.
Previously, Apple had first applied liquid metal materials to SIM pins, and some niche brands used them as mid-frames. To date, Huawei's mate series of hinged accessories is the largest case of liquid metal in the mobile phone industry.
With the gradual release of Huawei folding-screen mobile phones, the liquid metal industry chain is also gradually increasing in size, but also to attract the attention of the capital market. Recently, "Intellectual" learned that the liquid metal company in Jiangsu, Changzhou Shi, has just received a capital investment, from Lenovo Investment and its founder Xu Shizhong, its valuation has been close to 2 billion.
Changzhou Shi is also one of the suppliers of Huawei's mate x series of ?? “ "Ziji-based liquid metal" ” hinge products.
01 From Apple to Huawei, liquid metal technology comes from a well-known background. ?
Apple was the first to invest in the commercial promotion of liquid metals. On ? August ? 5, 2010, it announced to the world that it had "bought out the permanent, global use of Liquid Metal's amorphous Liquid metal alloys (liquid metals) products in the consumer electronics sector." Overnight,Liquid Metal's stock jumped ?? 85%,and liquid metal materials caught the world's attention.
Liquid metals, with their metal and glass properties, extreme strength and hardness, and high-gloss texture, are beautiful and robust, in line with the sophisticated and durable iPhone positioning, so around 2006, Apple began research and development of related technologies. Founded in 1983, ?? Liquid Metal was the only company in the world with the most comprehensive and core block amorphous metal-related intellectual property rights, and was first successfully applied to the commercial world by Apple.
When, Apple intends to make the iPhone's outer shell with liquid iPhone metal. Not only did it try the design of the liquid metal frame, mold development, but also set up a team with Foxconn to produce dozens of box samples, but eventually abandoned because of the high cost of manufacturing process.
Apple, which made the deal, later used the new material to make the iPhone's ?? card, but the impact of its move was deeply embedded in the industry. It brings liquid metals to the fore, attracting capital and new players.
The unique characteristics of liquid metal, suitable for smart wear and other development. ?
The formation of the domestic industrial chain is due to this, a large number of players, such as Pamti Yu, Yi'an Technology, Changzhou Shicheng, most of them are also with Apple Foxconn project has deep roots.
Shortly after Apple's entry, Huawei also set up the 2012 Lab to select the world's top talent and technology projects to foster the most promising advanced technologies in AI, software, communications, materials and other fields, with liquid metals as a small branch.
Huawei, which has been testing salt spray for 28 days, found that liquid metals were the only substance spent without oxidation, a trait that prompted it to choose it among thousands of materials. Huawei has determined that liquid metal will be the best material choice in business and has continued to accumulate for many years, so liquid metal materials can be used just right when designing the Mate X series hinges.
Liquid metal materialhas a great charm. More than a decade into its development, Apple has not given up on its technology accumulation, despite no commercial action, and Foxconn has retained its liquid metal research team. Now, from Apple to Huawei, liquid metal parts have moved from the pin to the hinge, with a qualitative change.
Unlike the previous small parts such as card needles and camera support parts, the overall design of the zirconium-based liquid metal hinges is quite complex and larger in shape, lifting the technical and production level of liquid metal components. It was widely believed in the industry that, similar to the first generation of the iPhone in 2007, the technology was not mature enough, the volume performance is not ideal, but because of its technology and innovative design on products,5G folding screen phone has epoch-making product significance, can pull the liquid metal industry on shipments.
Huawei's development of zirconium-based liquid metal hinges offers hope to the liquid metal industry.
02 Folding stack ingalot, liquid metal application turnpoint. ?
But liquid metal materials difficult to mold, high technical threshold and low production capacity, high costs and other factors to its commercialization has brought too many obstacles, looking back on history, Apple, Foxconn did not develop successfully is not surprising.
Even today, due to the high threshold of liquid metal hinge design technology, the current folding screen mobile phone industry is not many real players, only Huawei, Samsung two ahead, other manufacturers did not keep up. The production problem of Huawei's folding-screen phone, which has been on the market for a year, has also been a headache due to liquid metal production capacity.
Previously in the folding screen mobile phone product promotion, Yu Chengdong mentioned that the key technology of folding screen mobile phone is flexible screen and hinge, mass production also depends on these two parts.
No, mobile phone manufacturers on this market's bullish attitude has not changed, including Lenovo, Xiaomi and so on are in a hurry to develop folding screen mobile phones.
IHS Markit also gave a data forecast, saying that this year and next year, foldable mobile phone shipments are expected to be 8.3 million,17.5 million units, by ?? 2025 , shipments will climb to 53.4 million units, compound annual growth rate of 81%, penetration rate of about 3.4%. Its data sheet is somewhat similar to the current iPhone shipments. ?????????
The sales of mate xs to date, may lead to a turning in the liquid metal industry. ?
In particular, Huawei's recent change of status to the out-of-stock status of the major platforms, Mate Xs, and the disclosure that the upcoming inward-folding, more mature product Mate X2,as well as the product struclining inthe coming months, suggest that its grip on hinge design technology is well-established.
Recently, Google also said that in 2021 the launch of the folding-screen mobile phone Passport and other information, not difficult to measure the production problem or has been resolved from a technical level.
Judging from the mobile phone manufacturer's action, the agency's prediction and the liquid metal supplier's own action, it is a fact that the volume of the mobile phone on the folding screen is large. As Huawei's supplier of liquid metal components, Yi'an Technology and Changzhou Shicheng cover most of the industry. As a result, the volume of folding-screen phones for the liquid metal industry means not only hope, but also a more tangible impact, especially for revenue.
It has long been a common situation in the liquid metals industry not to make money. Since then,Liquid Metal's book revenue is not good at all, and perennial losses have become a normal phenomenon in the liquid metals Liquid metal industry.
Recently, Changzhou Shi has not only just received financing, its CEO Xu Shizhong also announced that from August ? 1st, another company carbon technology 600 square meters of plant leased to the world to use, are actively hinting at the growth of the demand 1 market.
Yi'an Technology has also recently pulled Sanxiang magnesium together to inject 100 million yuan into Ningde Sanxiang, and has pledged to provide all technical support to amorphous alloys (liquid metals), authorize the use of all relevant technologies, and sell equipment, as well as the trend of expanding production capacity.
It can be said that their two actions basically implement edifying the speculation of Huawei's folding-screen mobile phone release volume, but also suggests that the entire industry will be subject to increased product shipments and gradually improve revenue, otherwise capital and new players will not enter.
The liquid metal industry has entered a turning point in its history.
03 Liquid metal industrialization difficult problem.
Liquid metal industry has not developed is a fact, the enthusiasm of manufacturers has not diminished is also a fact.
On the road to exploring the commercial use of liquid metals in the past,it is not uncommon for the "losers". ? ?? Byd, which was first reported to have developed liquid gold-son batteries, is not known, and now it has long been on the path to commercialization of lithium-ion phosphate batteries. Apple's 2015 patent of liquid metals, which once gave the industry hope, was ultimately not.
It is driven by the development of liquid metal appears to be weak behind, the key lies in the liquid metal industry itself technology, production and manufacturing processes and other aspects of immaturity.
From Changzhou Shi's published 60% good rate data, the current manufacturers in material research and development, equipment development and process optimization technology is still some what is still inadequate. It has also been pointed out in the industry that liquid metal preparation process, equipment quantification method is not perfect enough, coupled with the lack of supporting resources will greatly restrict the industrialization of liquid metals and scale application.
As can be seen from the direction of technology patents of companies in the last two years, they actually have this concern. Of the approximately 30 ? patents filed by Changzhou Shisheng, in addition to product design patents, other patents are concentrated in the improvement of process and material technology, of which the number of patents used to reduce costs, speed up production and improve the rate of improvement accounted for one-fifth. Yi'an Technology's patent applications in the last two years are more focused on equipment design and research and development, but the goal is also clear, focusing on increasing the capacity of a single device.
But there are enthusiastic manufacturers, not just Apple and Huawei, but also the first Toling RoboticS,which actually makes the mobile phone with a liquid metal case, the Turing Industries,the Turing phone that everyone enjoys, and the Asus Zenphone 6,released lastyear, have made similar designs.
In 2020, Black Shark will release the ROG Magic 4 Plus,which is also a new area of liquid metal materials in the thermal layer.
Including Yi'an technology to meet the Tesla Model X liquid metal lock, golf head, tennis racket, armor-piercing bullet core and other sporting goods, as well as bone nails and other medical products applications, large and small manufacturers are all in various ways to try, the aggregation effect to promote the imagination of liquid metals space is growing larger, but also to give the industry more trial and error and development opportunities.
In particular, Tesla's global sales in the first half of this year, the head of the electric car market, have reached 179,000 ? units, the sum of Renault-Nisco, ? Volkswagen and BYD's electric vehicle sales, and strong growth will undoubtedly boost orders in the liquid metal door-to-door business. ?,???
Originating abroad and highly sought after by Huawei, BYD and Foxconn, the liquid metal industry has developed the most complete industrial chain ecology in China, including Yuan Yi'an Technology, Changzhou Shicheng and Pamti Yu, which was established in 2014, and Shanghai Chisheng, which was founded in 2016.
At present, it also has its own focus on technology research and development and product direction, such as Changzhou World is biased towards medical applications, both consumer electronics, Yi'an technology focus on equipment research and development, Shanghai Chisheng is more concerned with consumer electronics application strain research and development. On the whole, a collaborative industrial ecology has also been formed.
The development of liquid metal is unique, from the first discovery to the beginning of the real large-scale commercial, it took only more than 80 years, the popularity and the pace of development is extremely fast. Now with the volume of folding screen mobile phone, the market application stage has basically been set up, only to see how a few big players in competition and collaboration to find their own “ ?? "role." (Source: Wise Technology Review) Return to Sohu for more.
GREEEEEEN (with envy)
“Anybody knows that margins is the name of the game with AAPL”. You are making my argument for me. How do you think Li will be able to produce Liquidmetal midframes cheaper than stainless steel? VOLUME production. Apple is the path to volume production. All other industries will then follow.
Non-CE doesn't happen until CE infrastructure is in place! Thats how we get the price to where it needs to be for other industries. You should know this by now.
https://www.macrumors.com/2020/08/10/foxconn-iphone-12-hiring-spree/
All hands on deck at Foxconn! Time to start building those iPhone 12's with LQMT midframes!
Wrong, everything post CIP is fair game for any CE company.
106C Baby!
This has the first pic I have seen from the speaker side. The do look very much like the earbuds on Yihao's website. With the multi cavity molds, you could pump out many of these smaller pieces.
That's not stainless steel...
Good luck with that Tommy Boy!! LOL
Actually the news has gotten out and is the apparent reason for the share increase. Now you see the difference between a Press Release and a Blog Post! Blog Posts only reach those following the company, while Press Releases reach the entire investing community.
That's why I have been saying for years that it was strange that they switched from PR's to Blogs a few years back. A deliberate attempt to keep a low profile....
The fact that a PR has now surfaced is very bullish as it means they are more willing now to make information public. Which implies more to come in the near future!
Go back and read the share pledge made in one of the Eon financial reports. It is all disclosed there. He has pledged these shares to Eon when LQMT becomes profitable. And this does not mean give them to Eon, it means sell them to Eon. Ergo, all the reason for him to get this share price as high as possible. He is taking the risk, and he will get the reward if successful - which it looks like he will be.
LAKE FOREST, Calif.--(BUSINESS WIRE)--Aug. 4, 2020-- Liquidmetal® Technologies, Inc. (OTCQB: LQMT), a leading authority on commercial applications of amorphous alloys, reported results for its second quarter ended June 30, 2020.
Management Commentary
Our second quarter results reflect our continued shifting of manufacturing operations to trusted suppliers, refinement of our operating cost structure, and active management of the Company’s assets to maximize value. During the second quarter, we have continued to engage with our primary supplier, Yihao, to advance product development and design efforts, improve manufacturing throughput, and deliver bulk metallic glass parts into key markets. This has resulted in securing our first orders for recurring, volume, deliveries of functional parts utilizing our technology. Monthly shipments began in July and will result in regular supply into a targeted market, along with providing market participants with needed benchmarks on the advantages of our technology.
If they started production orders in July, there must be a contract for this. Yet they have not announced said contract. Therefore, there must also be an NDA with this company(s). It may be assumed this is non-CE production. So there must be more than Apple & Huawei with NDA's.
Thanks, that is still not whale volume. Need another larger producer like Foxconn for this. Let’s hope they are cranking out midframes as we speak! ??
Flyer doesn't state machine size....how do you know they are 500C machines instead of the machines that were at LF?
What you don't seem to understand is that 3M shares has moved this stock 15% which is an enormous move for a small volume. This means the most of the remaining shares are locked (held) and not going anywhere. Therefore, the growth potential is tremendous. Get it?
Up 15% on nearly 3M volume. Was something announced at the Samsung event?
Agree that expenses have been cut down to next to nothing which is a very good sign and the first step toward profit. The press release is also a bullish sign that starting last month they have recurring, volume orders. Also find this statement interesting: "In connection with the 2019 Restructuring Plan, the Company shifted its business strategy from internal manufacture of parts and products for customers toward the use and reliance of outsourced manufacturers, which will initially be Dongguan Yihao Metals Materials Technology Co., Ltd. (“Yihao”), a China-based company that is an affiliate of our largest beneficial stockholder, CEO and Chairman, Professor Lugee Li."
Why they stated "initially" is because they expect a larger producer to be coming on board. Yihao will then be the mid range producer.
Who could be the high volume producer? (hint, starts with F ends with n).
His alliance is not with China or HK. His alliance is with making money. Money that is out of reach of China. And his path is LQMT. He also did not pledge to “gift” his shares.
Nothing to do with LQMT, unfortunately...
October Release....
https://9to5mac.com/2020/07/29/qualcomm-hints-at-potential-5g-iphone-12-delay-as-new-rumor-suggests-october-launch/
https://www.macrumors.com/2020/07/29/qualcomm-5g-iphone-launch-delay/
https://appleinsider.com/articles/20/07/29/apples-iphone-12-and-new-ipads-rumored-to-debut-in-october-5g-iphone-potentially-delayed
I would be very careful as nobody posts their real portfolio online. He posts an online portfolio for his followers.
Wow, a flat screen on the new Samsung phones? I must say I am quite surprised by this. Why would they go with a flat screen, just like Apple? It sure is going to be an interesting next couple of months!
Well that is funny. We had this same conversation three years ago and you thanked me for pointing out how Ming Kuo is by far the most accurate predictor of Apple.
Here is my post: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=131987588
And here is your usernames response: https://investorshub.advfn.com/boards/replies.aspx?msg=131987588
Perhaps your username forgot this exchange??? I'm sure that's it....I'm sure it wasn't another person using this user name....
https://www.notebookcheck.net/AirPods-Studio-ARM-MacBook-and-MacBook-Pro-13-new-iPad-Pro-iPhone-12-series-and-HomePod-refresh-are-all-arriving-between-August-and-October.482984.0.html
Three release dates noted here. All hardware releases. It's going to be an exciting few months.
I think so, as Josh noted, it is now a matter of how many can be produced. It sounds like BMG has made the cut to be in the iPhone 12, just a matter if it will be in all the models or maybe just the "Pro" models. Time will tell on this one. Latest rumor is that there will be yet another smaller model released this fall along with the 4 already expected (two regular models and two pro models). So this would be allot of midframes to produce for all models. But as I said, time will tell.
Not only will it be flat glass and straight edges, but it is supposed to be even thinner than the 11 model. The 11 model was 8.1 mm and this years model is supposed to be 7.4 mm thick. That is very thin. I don't think even ss will be strong enough for this years design.
People don't realize that hardly anyone outside of this board even knows what liquidmetal or BMG is. Surely less than 1% of the worlds population knows what this material is. That will change soon.
"There are no NDA's in existence to prohibit PR of potential revenue or future sales."
Seriously? Just because you are not aware of any means they don't exist??
How did it work out last time Steipp made implications that they were supplying part for Apple. Do you really think they would do that again?? Come on man...