Wednesday, July 08, 2020 12:31:18 AM
http://translate.google.com/translate?hl=en&sl=zh-CN&tl=en&u=https%3A%2F%2Fxueqiu.com%2F2361692109%2F142384902
I. What are the characteristics of amorphous alloys?
High yield strength: Hard to deform
High hardness
Excellent strength to weight ratio: Relatively light
High elastic limit: Flexibility
Anti-corrosion
High wear resistance: A famous watch uses an amorphous alloy for the bezel to avoid scratches
II. Application
Structural parts of consumer electronics: High hardness and strength, Surface fineness
Sporting goods such as golf, ski, baseball, Diving equipment: High elasticity, High impact fracture performance and corrosion resistance
Artificial teeth, Artificial bone, Scalpel:High biocompatibility, i.e. the long-term existence of metal does not affect human health
Aerospace equipment:No channel effect of crystal(An effect of high-energy particles and crystal atoms in space)
III. Industry chain
1. Equipment manufacturing:Currently in its infancy,Mainly developed by amorphous production enterprises or jointly developed by professional equipment manufacturers.
2. Bulk amorphous manufacturing: There are also many problems in the production process that need to be overcome, such as material purification, Manufacturing cost and yield.
3. Downstream product applications, Such as the hinge of Huawei folding phone, Home appliances,car. For example, China Electric Appliance Industry Association Amorphous Alloy Materials Application Branch, Focus on amorphous transformers, Nano-crystalline wireless charging, Problems with amorphous plates.
IV. Why is it not popular?
So why are such good metal materials not used like ordinary alloys?
High cost: Material costs,manufacturing cost, Higher post-processing costs
Technology itself: The amorphous alloy itself grows with time. Component performance will be reduced to a certain extent; There may be brittle fracture.This requires materials, Continue to conduct research in manufacturing and other aspects.
V. Current stage
The study: There are still many technical problems to be solved. The main research force is the Institute of Metals, Chinese Academy of Sciences, Institute of Physics, College, Companies including Eontec,BYD, etc.. Noted that Eontec financial report mentioned academician workstations, Postdoctoral pit stop, etc..
Application: The market is in the early stages of cultivation. The large-scale application of the market needs to solve the cost, Yield rate and other issues. Of course, since Eontec can enter Tesla, Huawei and other customers, their product quality should be recognized by them. It also illustrates its leadership. Cultivating the consumer electronics market first, then to sports, Medical treatment, Military and other market expansion.
VI. Advantages of Eontec
1. Technical advantages. According to the financial report, master the key technologies of the three links: Raw material composition, Molding equipment, Production Process. "Has the world's largest production line for Zirconium-based amorphous alloys, refining with materials, Mold manufacturing, Precision Machining, Surface treatment and manufacturing capacity of amorphous alloy production equipment"
2. Research capacity.The company was established "Guangdong Light Alloy Engineering Technology Research and Development Center","Provincial Enterprise Technology Center","Guangdong Academician Expert Workstation","Guangdong Enterprise Key Laboratory","National Postdoctoral Research Station","International Science and Technology Cooperation Base"And other scientific research institutions.
VII. Related business
1. Eontec: Currently has certain first-mover advantage, technology leadership
2. American LiquidMetal: Lugee Li, Chairman of Eontec. At the same time, he served as the chairman of American LiquidMetal Company. But Eontec and LiquidMetal Company have no equity relationship; have a cooperative relationship. The two sides signed a strategic cooperation agreement. Agreed to assign their own patents. The trademark authorizes the other party to use it in their own exclusive area. Apple bought the company's exclusive use patent in the field of Consumer Electronics, but not buyout, but in stages. "Apple updated its product rights to continue to use LiquidMetal Technologies' exclusive metal alloy materials. New agreement allows Apple to continue to use exclusive metal alloys worldwide for two years."
3. BYD: Started earlier, master materials, equipment, process technology, products are mainly used for internal BYD electronics
VIII. Summary
1. Very broad application prospects
2. Eontec has certain first movers and leading advantages, but its sales gross profit margin is not about 20% higher. This is hard to understand. If the product demand is so strong and the company has a big lead, the product gross margin should be higher.
Recent LQMT News
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/20/2024 08:11:00 PM
- Form NT 10-Q - Notification of inability to timely file Form 10-Q or 10-QSB • Edgar (US Regulatory) • 05/15/2024 08:49:57 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/09/2024 09:05:11 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 11/21/2023 10:15:45 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/21/2023 10:26:27 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/10/2023 08:37:18 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 06/28/2023 08:41:42 PM
Last Shot Hydration Drink Announced as Official Sponsor of Red River Athletic Conference • EQLB • Jun 20, 2024 2:38 PM
ATWEC Announces Major Acquisition and Lays Out Strategic Growth Plans • ATWT • Jun 20, 2024 7:09 AM
North Bay Resources Announces Composite Assays of 0.53 and 0.44 Troy Ounces per Ton Gold in Trenches B + C at Fran Gold, British Columbia • NBRI • Jun 18, 2024 9:18 AM
VAYK Assembling New Management Team for $64 Billion Domestic Market • VAYK • Jun 18, 2024 9:00 AM
Fifty 1 Labs, Inc Announces Acquisition of Drago Knives, LLC • CAFI • Jun 18, 2024 8:45 AM
Hydromer Announces Attainment of ISO 13485 Certification • HYDI • Jun 17, 2024 9:22 AM