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Re: joshuaeyu post# 203562

Saturday, 10/17/2020 10:19:05 PM

Saturday, October 17, 2020 10:19:05 PM

Post# of 232596
Josh, you posted an article about supply chain rumors about liquid metal and Apple: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=158754134

Here is the article: https://translate.google.com/translate?hl=en&sl=zh-CN&tl=en&u=https%3A%2F%2Fnew.qq.com%2Frain%2Fa%2F20201007A03YY300

From the article, it seems to me the suppliers were not expecting the use of liquid metal in the phones, but instead in the headphones.
"Some domestic suppliers have repeatedly suggested to "Smart Things" that this series of Apple headsets will use brand new liquid metal materials."

These Airpods Studio were not released at the recent event and are expected to be released later this month or next. Possibly with airtags.

So in listening to the suppliers (who seem to know the most) perhaps we should be expecting BMG to be used in the headphones. This would be smaller parts and smaller volume than the phones, but still would be a lift to LQMT. With earning in early November, it will be interesting to see if Apple does another product release (probably without fanfare) before earnings.
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