There are two kinds of 5G networks -- mmWave (faster and limited in range) and sub-6GHz (slower but wider spread). You can google both to learn about them. It’s the mmWave that is most sensitive to shielding, not from the glass, but the middle frame. Cutting a hole doesn’t solve it because you are getting the signal in all directions. So you need a thin, strong material that is most RF transparent. Only LM meets this requirement.
No, this is low volume and low revenue. The mouth pieces are disposable. The BMG is in the machine that is not replaced. This has been out since 2018, as the date of the blog you posted indicates. Reoccurring, volume orders means high volume. Which means CE. And hopefully auto and medical soon to follow once the flood gates of mass production are open.
Maybe this was why LQMT was using CNC-machining for degating instead of water jetting. It appears that water jetting does not provide as "clean" a finish as CNC-machining. Although their design guide states both water jetting and CNC-machining is used. And the current website shows a pic of a water jet next to the "degating" portion of the "cycle". https://www.liquidmetal.com/injection-molding/
Galaxy Fold 2 Release Event 9/1/20
Surface Duo just released - "The hinge is one of the Duo’s defining features; it has to move seamlessly, fluidly, and be able to pause and hold at any point in its 360-degree journey, to open up a world of usage possibilities. In my early testing, it works flawlessly, going from book mode to tent mode to phone mode to whatever seamlessly."
LG Wing - foldable and twistable phone expected to be unveiled in the near future.
And then the granddaddy Apple expected anytime in September or October. With many new iphones, ipads, iwatches, chargers. The possibilities are endless.
And then the earning report in October.
Man are the next two months going to be exciting!
LG Wing Phone coming in October. Another foldable phone that will need a small, lightweight strong hinge....
And LG is a customer of Eon...
The one thing we do know, which is confirmed, is right after Asus publicly stated that they developed a new more cost effective BMG cutting method of water jetting, the next Liquidmetal Design Guide had this changed as the new method of cutting the parts from the tree.
Not confirmed, but even if it were Prometal Tech (which possibly uses Eon's die cast BMG machines), it doesn't answer the question of why they are not selling in US. Something is keeping them out. And we may find out this answer soon.
PS. Other posters have stated that Dr. Peker is no longer with Prometal. Also unconfirmed....
"Even right at launch, there is a greater quantity of ZenFone 7 devices available in the launch regions compared to the ZenFone 6. So people who want to get their hands on the phone should now face fewer difficulties and see more open sales. That, of course, still depends on how high the demand is in each region."
What regions is it being released? That's what I would like to find out. Go to Asus US website and there is no model 7. And even the model 6 that is listed there is not for sale - and never was. Why? This should be Asus's largest market. Doesn't make sense...accept for the idea that some entity is keeping them (and Huawei) out of the US (and Europe).
"This is for domestic market only since Huawei foldable has not shipped outside of China yet."
This is the key statement I focus on. Why is this? There are plenty of EU countries using Huawei products already and would love to have either the 1st or 2nd generation Huawei foldable that has been out for over a year now. So why are they not moving their liquid metal containing products to EU yet?
Same question with Asus? Why are they only selling the liquid metal containing Zenphone in Asia for the moment?
Again, think this through, there is no logical reason for this other than Apple. You know these companies would love to grab market share in areas outside Asia - no question about this. So what is holding them back? Apple is the only entity that could be keeping them out of these markets until they release their product(s). There is no other logical explanation.
Plus we know they started producing for a "customer(s)" in July. That is when production started for Apple. We know of no other company in any industry that was ready for BMG mass production at that time.
8/26 of next gen Asus Zenphone 7 with liquid metal flip camera. Will this be sold in US??? Still think this is the best phone design out there.
The fact that LQMT didn’t name the customer(s) they started producing for in July strongly suggest NDA. So if one thinks this through, it really must be CE. It isn’t auto as Tesla had no NDA, and there isn’t any reason for any other auto company to require it. It likely is not medical as the dental device and conexion device didn’t hide the publicity of LQMT. And there is no reason in the medical field to hide this material. So really it is only the CE industry that is using NDA’s. Huawei and Asus publicly announced the use of “liquid metal” but only in China. Asus phones never showed up in US for some reason. And even Huawei P40 midframe (sold in Europe) was not publicly announced. Only the hinge was, which never left China. So it seems clear that any CE use of this material in LQMT territory is being kept quiet. This all points to one 2 trillion dollar CE company.
Eontec just released their financial report for first half of 2020. While it is difficult to accurately translate pdf documents, I was able to translate and it the narrative on liquidmetal can be found below. The formatting is not good, but you can read the text. My major take away is that it appears that they are supplying liquidmetal hinges for not only Huawei, but also Samsung. The two new Samsung foldable (flip) phones. Also they have sold licensing to another supplier who will also be producing part. The ecco system is clearly growing...
(2) Liquid metal
The emergence of folding screen mobile phones is a necessity for the development of smart phones. The design and production of hinges are one of the two core technologies of folding screen mobile phones.
One, another core technology is the performance improvement of flexible screens and large-scale mass production. The strength, thickness and accuracy of the structural parts of the hinge are more than
The extreme requirements of traditional processes, the current CNC, MIM and other forming processes of stainless steel and aluminum alloys cannot meet the requirements of hinges for material performance and dimensional accuracy.
Claim. As the key material of folding mobile phone hinge, liquid metal has the characteristics of high strength, good formability and high dimensional accuracy, which can reach
The thickness, strength and precision requirements of the hinge support, and the excellent elastic deformation ability of the liquid metal itself, make the product fatigue
Can be far better than other materials.
During the reporting period, the novel coronavirus pneumonia epidemic was spreading, but the new folding screen mobile phones did not slow down, including Huawei Mate Xs and
The two new folding screen phones of Samsung Galaxy Z Flip have been released one after another, allowing the market to once again focus on the development prospects of its related industry chain. Company in
Based on the continuous expansion of the liquid metal market last year, we continued to increase our R&D and innovation efforts, and carried out strategic cooperation with mobile phone brands to jointly research and develop
Developed and supplied liquid metal hinges.
During the reporting period, in addition to supplying liquid metal hinges to customers, the company also continued to increase the integration of liquid metal products in new energy vehicles and consumer electronics.
Market promotion efforts in the fields of components, medical equipment, communication base stations, etc., continue to introduce products that meet customer needs. The liquid gold that the company has mass produced
The products include liquid metal hinge structural parts, medical equipment structural parts, car door locks, USB interfaces, side decorations of mobile phones, and cameras
Decorative parts, Face-ID brackets and other products, among which the company exclusively supplies Model X liquid metal door lock cover 23040PCS to Tesla.
In order to expand the application fields of liquid metal and develop more liquid metal products, the company has implemented the harmonic gear of the core component of the robot harmonic reducer.
In-depth research and development have been carried out on wheels, lock washers, high-end fasteners, golf heads, and industrial coupling diaphragms, and some samples have been sampled in the early stage.
In order to give full play to their respective advantages and expertise, promote the sustainable development of Yian Technology’s liquid metal industry, and enhance the ability of industrial chain integration, March 2020
On 6th, the company and Sanxiang New Materials Co., Ltd. established an industrial fund Ningde Sanxiang Zirconium Magnesium Industry Equity Investment Partnership (with
Limited Partnership) (hereinafter referred to as "Sanxiang Zirconium Magnesium") signed the "Amorphous Alloy (Liquid Metal) Project Cooperation Investment Agreement", and both parties agreed to cooperate in investment.
Capital amorphous alloy (liquid metal) project. The registered capital of the project is RMB 100,000,000, and Sanxiang Zirconium Magnesium and Yian Technology use 60%:
40% of the joint investment, the implementation entity is Ningde Sanxiang Liquid Metal Technology Co., Ltd. (hereinafter referred to as "Ningde Sanxiang") jointly established by the two parties.
On March 10, 2020, Ningde Sanxiang completed the industrial and commercial registration. In order to improve Ningde Sanxiang’s independent research and development and production of amorphous alloy (liquid metal) production
Improve the market competitiveness of amorphous alloy (liquid metal) products. Yi'an Technology and Yihao Metal will combine their own and authorized use with amorphous alloy (liquid metal) products.
Patent and proprietary technology related to alloy (liquid metal) are licensed to Ningde Sanxiang. Ningde Sanxiang Payment Technology to Yi'an Technology and Yihao Metal
License fee of 40 million yuan (including payment of 23 million yuan to Yian Technology and 17 million yuan to Yihao Metal), technology license fee is paid in two phases
pay. As of the end of the reporting period, Yi'an Technology and Yihao Metal received the first phase of technology license fees respectively. To increase the production of liquid metal equipment of Ningde Sanxiang
Yes, on April 8, 2020, the company and Ningde Sanxiang jointly signed the "Equipment Sales Contract". Ningde Sanxiang agreed to purchase 10 units and two from Yian Technology.
Various types and specifications of liquid metal machinery and equipment, with a total amount of RMB 30.8 million.
With the continuous improvement of the acceptance of liquid metal in related industries, more and more companies adopt liquid metal materials to design and produce high-quality
Complicated structural parts with high performance and high precision have continuously increased the demand for liquid metal. In order to meet customer needs, the company accelerates its market layout and continues to increase
Liquid metal equipment was invested to increase production capacity, and liquid metal product revenue continued to grow. During the reporting period, the company’s liquid metal product sales revenue
It was RMB 70,978,800, an increase of 71.25% compared with the same period of the previous year, mainly due to the increase in revenue from liquid metal hinges. As of the end of the reporting period, the company
The cooperation relationship with well-known domestic and foreign customers such as Tesla, Xiaomi, Huawei, OPPO, Lens Technology, ABB, and Sony has been further strengthened.
"titanium alloy elastic hinges with a 12-degree opening and closing range" Ti is in LQMT formula, albeit not the primary ingredient.
Huawei new smart glasses using new “titanium alloy”....
Apple Watch 7 may get MicroLED displays. Yet another opportunity for Liquidmetal to be used as the Apple patent points to BMG substrate for these MicroLED panels.
Note the response here....primarily CE products!
Question: Hello, Yi 'an Technology supplies Tesla Model X liquid metal lock, golf head, tennis racket, armor-piercing bullet core and other sports products, as well as the use of bone nails and other medical products are true? The large probability of folding screen mobile phone has become a fact. Is Huawei's liquid metal 0 component supplier (the hinge of the folding screen) mass-produced?
Answer: How do you do? Thank you for your attention to the company. The company's liquid metal products are currently mainly used in consumer electronics and car door locks. The folding screen mobile phone hinges produced by the company have been supplied to customers in bulk. Thank you!
Eon recent Q&A:
Question: Can liquid metal be used in mechanical watches? Has the company considered this application? Personally, I think the mechanical watch is very suitable for the application of liquid metal superhard materials
Answer: How do you do? Thank you for your attention to the company. Liquid metal can be used in mechanical watch structures, and the company is developing related products. Thank you!
"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."
"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.