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Re: jrs5 post# 197339

Sunday, 08/16/2020 10:53:32 AM

Sunday, August 16, 2020 10:53:32 AM

Post# of 232821

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!



worded as
-'have been supplied'

not worded as
-'are being supplied'
or
-supply deliveries started july

huawei mate xs was launched in february then available for retail sale in march


-’to customers in bulk’ sounds like a onetime order/delivery of specific hinges/parts destined for several low volume folding phones

you dont need 90+ machines capable of producing 50 million parts annually (as of end 2019) for a niche phone design

so imho lqmt managements commentary is not about hinges since hinges are not
-‘our first orders for recurring, volume, deliveries’
-‘Monthly shipments began in July and will result in regular supply’
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