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Take it with a grain of salt....here is an article yesterday saying there will be a delay.
https://9to5mac.com/2020/07/22/iphone-12-rumors-battery-release/
Considering COVID has delayed some of the routine preliminary items, it very unsure when this event will happen. All dates should be taken with a grain of salt until the great whale speaks!
Mini LED's no, but MICRO LED's a very possible YES. Apple patents show BMG substrate being used with Micro LED's. Foxconn is investing heavily into Micro LED's as this will be the future display of choice due to its low energy consumption.
Aluminum is not used, only aluminum alloys are used. And they do not provide nearly enough RF transparency. And they are not nearly strong enough for the ever thinning phones (aka bendgate).
Don't need a primer - I already know there is only ONE rare earth mine in the US and that is closed. And will likely not reopen any time soon. Your post stated "The US government is encouraging investment in restoring the USA to independence in rare earth mining (such as all the rare earths in the zirconium- and other-based BMG). This is to wean America from the current dangerous dependence of China for these rare earths for, in particular, electronics. "
Simply false, we do not have the mines and will not any time soon. To imply otherwise is false and misleading.
Your gonna need a bigger liquidmetal money clip by the end of this year!
You start by stating what you believe is "truth" and then go on to state nothing but opinion and speculation. Can you show any proof of any rare earth mines opening here in the US? Can you show any proof of zirconium production here in the US? In fact I can go back and find one of your old posts stating that China has the vast majority of rare earth minerals in the world and it will always be this way. You contradict yourself so much that I can't even keep track.
This is the reason why Li waited until post CIP to start the process. It is not just Apple that BMG will be made for, there will be many CE companies (and non-CE companies) using the material. The beauty of BMG is that the same machine can be used to make virtually any part for any industry. As long as a mold can be developed for it, it can be made. So it is a much more safe capital investment.
Just called Amorphology and spoke to one of their engineers. They are not affiliated with LQMT, but both companies are aware of each other and that is not to say they may not collaborate in the future. They have no manufacturing capabilities at present but have their own patent portfolio. Sounded to me like another start up trying to get into a market that is starting to take off.
Possibly, but there was an article that directly stated it was made by Liquidmetal Technologies.
For some reason you could not buy the Zenphone 6 last year in the US. They were always "out of stock" when you went to purchase. Although it seems there are a couple vendors now that have limited supplies in the US. But it seemed like they deliberately stayed away from the US with this phone.
https://www.dpreview.com/news/2648050618/asus-zenfone-6-features-rotating-camera-module#:~:text=Asus%20has%20revealed%20its%20latest,end%20device%2C%20the%20ZenFone%206.&text=Asus%20says%20the%20camera%20module,when%20a%20drop%20is%20detected.
"Asus says the camera module housing is made with Liquidmetal technology that is 4x stronger than stainless steel but lighter. It has been tested for 100,000 actuations and closes automatically when a drop is detected."
https://www.asus.com/us/Phone/ZenFone-6-Edition-30/
Zenphone 7 expected release in August with same flip phone design using liquid metal. Plus a larger Zenphone 7 Pro. Still think this is the best phone design out there. Asus really makes a good product.
If you are looking for a sales receipt or shipping BOL, you will not find it because it is all done within the boarders of China (unless Josh has access somehow). But Josh is referring to Foxconn and its subsidiaries. We know they have a BMG division and are Apples primary assembler/producer. We know Eon has had a contract with them for 3+ years now. And we know the mid frames (AIP) are being done "in house" for Apple (as this was leaked). "In house" means Foxconn is making them (apple makes nothing themselves). So what Josh is telling you is that Foxconn will be making the BMG midframes for Apple. And there may not be any leaks as this is "in house" and leaks generally only come from "outside" suppliers. And Apple has really cracked down on leaks in general. I hope this helps you to understand.
How do you know he hasn’t? Don’t need to report that info right away...
This was Josh's previous post based on conversation with LQMT:
Can u share with us why DC-105s and INJ-105s are removed off Table 1 on this latest revision of design guide?
Quote:
________________________________________
We found that 106c and 105s perform comparably and have decided to standardize on a single alloy for the EON system. EON also uses 106c as their primary alloy, allowing us to collaborate on quality and cost improvements.
________________________________________
April 24th 2018
We know LM105 is LQMT Formulation (IP)
Please clarify 105s and 106c for its formulation (IP) ownership.
Quote:
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The LM105, 105c and 106c alloy formulations are not protected by patents specifically. However, all of these formulations are made within tightly controlled and proprietary specifications. For example, all constituent metals have impurities such as iron, sulphur or tin, and these alloys are highly reactive with oxygen. We invest heavily to understand which impurities at what levels can be tolerated by our process. Achieving very high purity is extremely expensive, but allowing certain levels of impurities can compromise surface finish, the ability to completely fill a mold, strength, fatigue, corrosion, etc. Knowing how to specify cost-effective, high performing alloys is part of our core intellectual property. Comprehensive analysis of various alloys is time consuming and expensive. Hence, our decision to focus on only two standard alloys, namely LM105 and 106c.
________________________________________
Let me frame my question in a slightly different way.
There were 4 alloys which was spec in design guide 4.2 namely INJ-LM105, INJ-105s, DC-105s,DC-106c.
I assume INJ-105s and DC-105s are the same alloy just being used in two different machines.
Is that correct?
Quote:
________________________________________
This would be correct.
________________________________________
If yes, then there were 3 alloys namely LM105, 105s, 106c.
Is that correct?
Quote:
________________________________________
Correct.
________________________________________
Out of those 3 alloys, does any of them trigger the cross license agreement between Eon and LQMT in order to the shared by the two companies?
Quote:
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While not patented, the chemical composition/ specifications is shared under the spirit of the Parallel License Agreement.
________________________________________
I was under the assumption that 105s is Eon formulation while LM105 and 106c are LQMT formulation. Are you stated none of those alloys are under patent control?
Quote:
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None are under patent control, but that doesn’t mean the material specifications are public or otherwise known outside of LQMT.
________________________________________
Can I assume LM105 “WILL NOT” trigger cross license agreement for LQMT production use?
Quote:
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We have previously disclosed our co-development of alloys with Eon under the license agreement. Lowering the cost and expanding the production platforms under which LM105 can be used would fall under these efforts.
________________________________________
Now that 105s has been removed from design guide 4.4. Can I assume 106c “WILL NOT” trigger cross license agreement for LQMT production use also?
Quote:
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We have previously disclosed our co-development of alloys with Eon under the license agreement. Lowering the cost and expanding the production platforms under which 105s (to the extent utilized) and 106c can be used would fall under these efforts.
________________________________________
If yes and Eon has plan to use 106c for their production use. Can I assume 106c “WILL” trigger cross license agreement for EON production use then?
Quote:
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We have previously disclosed our co-development of alloys with Eon under the license agreement. Lowering the cost and expanding the production platforms under which 105s (to the extent utilized) and 106c can be used would fall under these efforts.
________________________________________
For metal purity (hence high cost), can I assume LM105 is the “pure hence high cost” version while 106c can have artificial defect due to low purity but can be marketed for lower cost.
Quote:
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We currently only view at an application level. Given size parameters under the two platforms (and alloy characteristics) we look at LM 105 on the Engel platform as the best fit for medical grade parts and 106c on Eon for industrial and automotive applications.
________________________________________
Does machine output (Engel vs Eon) contribute different quality result with the same alloy? In another word, will LM105 produce better result when use in Engel machine than Eon machine?
Quote:
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Each alloy is used under a different platform. As you can deduce from the design guide, LM105 is used on the Engel platform and 106c on the Eon platform.
________________________________________
Oct 24th 2018
Quote:
________________________________________
EON Systems Advance
We are also quoting more business on our EON systems, which are fully upgraded for US operations with increased robotics and automated lubrication systems. Part quality is excellent. This lower cost system was initially targeted for price-sensitive industrial parts, but it is proving to be suitable for demanding medical and automotive applications.
We continue to drive ongoing projects that are progressing to domestic production, but we have increased our focus on developing EON-based projects. Our ability to develop parts in the US, and produce in China, is very attractive for customers that require very high production volumes.
________________________________________
Nov 6th 2018
Quote:
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Liquidmetal and Yihao are working together to improve the cost of commercial AMM machines, alloys and processing methods to open markets globally.
________________________________________
Jan 29th 2019
Quote:
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Work continues with EON affiliate Yihao Metals to develop parts for large international customers. This work leverages our shared amorphous metal technology to support customer design and qualification efforts domestically while able to rapidly scale production in the US and China.
Well the company does have “Net Tangible Assets in excess of $2 million”, so it does meet one of the three criteria. Not sure what it means, if anything.
Can you please provide the direct link?
Because they lost the battle of molding BMG to Li. So now they are trying to move ahead to the next technology to see if they can get some of this market share. Makes good business sense.
NDA....
https://translate.google.com/translate?depth=1&hl=en-US&rurl=translate.google.com&sl=zh-CN&tl=en&u=https://xueqiu.com/1553799558/136086494?from=singlemessage
"The industry chain is tracking the new frame of Apple's new machine is expected to add new metal removal processes such as grooving/through-hole/injection molding/covering sapphire/glass,Expected to prepare for demetallization for configuring AiP..."
AIP = BMG + PAA + mwM (thanks Josh!)
"Zero"
What are you referring to??
Markets down 400 pts today...yes you got it right, patience.
TB - it went up 33% yesterday and down 10% today. How much is it still up from yesterday? You can even do that math. SMH
No, it's taken from a website that posts nothing but garbage (rumorsmurmoursbuzz). It is meaningless.
https://finance.yahoo.com/quote/LQMT/history/
Hasn’t been an Apple pump in many, many years....get your facts straight.
33% increase in one day...not too bad
I can see the whale on the horizon now...
https://www.macrumors.com/2019/09/25/kuo-2020-iphones-to-boast-redesigned-metal-frame/
"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."
https://patents.justia.com/patent/10131022
"As shown in FIG. 6, mold assembly 600 may include a surface onto which transparent member 16 can placed. Surrounding that surface can be a groove or trench 610 into which the bulk-solidifying amorphous alloy material may be positioned to form a band around transparent member 16."
AND
"As shown in FIG. 7, the heated bulk-solidifying amorphous alloy band 12 can be positioned in groove or trench 610 and bent around transparent member 16 as shown by the direction of arrow A. Once completely surrounding transparent member 16, any excess band 12 can be cut and joined to the remainder of the band by further heating or using other conventional joining techniques to form a seamless bulk-solidifying amorphous alloy housing 12."
Seems like a match to me. BMG frame around a sapphire coated glass. BTW, this years IPhone Pro is so durable because it is Sapphire coated glass. Next step is to add BMG to it.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=152671036
He was let go and gave up all his shares and options at that time. It was likely required of him to do by the company. We don't know if he owns shares now. So your statement really doesn't mean anything.
Thanks, I will believe what I want and wouldn't believe a single word out of his mouth. What I beleive are his actions. He purchased a large block of shares and then announced that he did this at the first Board Meeting with Li to show his "commitment" to the company. Then sold them at this exact same time a year after he bought them. This is the same time Apple is awarding to their suppliers. And he dumped all the shares at once (which is a clear indication of panic) instead of gradually selling them off as a reasonable person would do. Again, actions speak much louder than words, especially in his case.
You know this personally? I highly doubt it. He bought in because of Apple and then dumped because of Apple. He didn't accumulate those shares gradually, he bought and sold in lump sum.
Right about now is the time for Apple to say yea or nay - so if we start seeing big $$ on the block then we might have our answer. Remember this is the exact time Chung dropped all his shares that year.
The article says that Apple plans to diversify in the future with vendors in multiple countries. Everyone knows Apple has all their eggs in one Chinese basket. They aren't going to leave any time soon.
Regards redundancy, how many suppliers supplied the OLED screens the first year Apple used them? How many suppliers are supplying the new ToF camera for last years phone? How many suppliers are going to supply the new Lidar camera for this years phone?
It is not unusual for one supplier to supply a new technology for Apple. If the technology is worth it and the price is right, they will use it.
Incorrect. Apple PREFERS multiple suppliers to create competition as all companies do. But we know that Foxconn is producing the IPhone 12, we know that Foxconn has been working with Eon for at least three years now developing BMG products, and we know Apple is building most of the IPhone 12 in house (meaning Foxconn China). If Apple gets favorable pricing from Foxoconn ( meaning BMG cheaper than ss), they will use BMG.
Second, there may already be multiple supply chains in service now. Where do you think Huawei is getting their BMG from? There must be someone mass producing for them. We know Yihao is building mass production as well. And we know Eon has forge a new relationship with Luxshare which is another large scale production company.
Bottom line is if Apple gets the best product for the best price, and it is BMG, they will use it.
Stock code: 300328 Stock abbreviation: Yi'an Technology Announcement No.: 2020-051 Dongguan Yi'an Technology Co., Ltd. Announcement on the Shenzhen Stock Exchange's supplementary response to the company's 2019 annual report inquiry letter The company and all members of the board of directors guarantee information disclosure The content is true, accurate and complete, with no false records, misleading statements or major omissions. Dongguan Yi'an Technology Co., Ltd. (hereinafter referred to as "Yi'an Technology" or "Company") received the "Inquiry Letter on the Annual Report of Dongguan Yi'an Technology Co., Ltd." from the Shenzhen Stock Exchange on June 15, 2020 ( Inquiry Letter [2020] No. 476 of the GEM Annual Report (hereinafter referred to as "Inquiry Letter"). On June 19, 2020, the company and the intermediary agencies carried out item-by-item verification and response to the questions in the inquiry letter. For details of the response, please refer to the company's announcement on June 19, 2020 on the website of Juchao Information. The company now makes supplementary replies to the relevant matters of the inquiry letter as follows: 1. During the reporting period, your company achieved operating income of RMB 102,504,200, an increase of 3.98% over the same period of the previous year; net profit attributable to shareholders of listed companies (hereinafter referred to as net profit) 10,309.38 10,000 yuan, an increase of 90.20% year-on-year, net profit after deducting non-recurring gains and losses was 25.775 million yuan, a year-on-year decrease of 41.45%. Among them, the operating income of light alloy precision die-casting products such as aluminum alloys and magnesium alloys was RMB 893.4208 million, an increase of 5.05% year-on-year; the operating income of organic silicone products was RMB 125.8212 million, a year-on-year decrease of 4.66%, and the gross profit margin increased by 8.84 percentage points to 41.92% . (2) From 2015 to 2019, the gross profit margin of your company's aluminum alloy, magnesium alloy and other light alloy precision die-casting products were 29.19%, 28.05%, 23.27%, 21.71%, and 17.99%, respectively. Ask your company to analyze whether the gross profit margin of light alloy precision die-casting products such as aluminum alloys and magnesium alloys continues to decline. If so, please disclose the reasons and fully indicate the risks. The company replied: ?Sales revenue In the first quarter of 2020, affected by the new crown epidemic, some of the company's export products were postponed, resulting in a decline in sales revenue of light alloy precision die casting products such as aluminum alloys and magnesium alloys. With the advancement of resumption of production and production, production has gradually recovered. Among them, some products of liquid metal have been mass-produced, and the order volume and sales revenue are all growth has a positive significance to the overall gross profit margin improvement. However, future orders for light-alloy precision die-casting products such as aluminum alloys and magnesium alloys are uncertain, which will also cause uncertainties for the gross profit margin in the later period. ?The operating cost of the company is affected by the demolition of the Ganshen High-speed Railway in 2019. The demolition of some workshops has led to a low utilization rate of equipment capacity, which has increased the unit fixed cost of the product. At the same time, in order to ensure the supply to customers, increase the purchase of semi-finished products and outsourcing processing The proportion of the process increases the unit production cost. With the weakening of the impact of the Ganshen high-speed rail demolition in 2020, the company's internal production capacity has gradually recovered, and the proportion of outsourcing semi-finished products and outsourced processing procedures has decreased, thereby reducing unit production costs, but unit production costs are uncertain due to the impact of orders. ?The gross profit margin of light alloy precision die casting products such as aluminum alloy and magnesium alloy in the first quarter of 2020. In the first quarter of 2020, affected by the new crown epidemic, the gross profit margin of light alloy precision die casting products such as aluminum alloy and magnesium alloy was 17.36%, and The gross profit margin in 2019 decreased slightly from 17.99%. In summary, the gross profit margin of the company's aluminum alloy, magnesium alloy and other light alloy precision die-casting products may continue to decline. Investors should pay attention to investment risks.
Board of Directors of Dongguan Yian Technology Co., Ltd. June 23, 2020
Q: This year, the liquid metal project of your company's cooperation with Sanxiang New Materials has started. What is the specific product or application direction of this project? What is the estimated production time?
rise
Day limit dancers 2020-06-23· from Website
Yian Technology [300328]
Hello! Thank you for your interest in the company. Ningde Sanxiang Liquid Metal Technology Co., Ltd. is a joint-stock subsidiary of the company. Its business scope is mainly: the development of amorphous alloys (liquid metals), rolling processing, production and sales of rare earth metals; liquid metal technology consulting and promotion services. Thank you!
https://www.forbes.com/sites/davidphelan/2020/06/25/apple-airpods-pro-upgrades-almost-stole-the-show-at-wwdc-2020-wait-until-you-hear-what-they-didnt-announce/
Interesting, using gyroscopes in the air pod pro model. If I recall correctly, it is BMG gyroscopes that are used in the camera Optical Image Stabilization (OIS) systems in the camera modules that use BMG.
We found out about Yihao from Josh.....long before the company told us.
Seems like this topic has been researched for a few years now...
https://www.mdpi.com/1996-1944/11/12/2568/htm
Note the Apple Logo in one of the photos in the article....
http://www.streammetal.com/show/8/3.html
Josh, are you aware if Stream Metal is an affiliate of Eon?