Liquidmetal Technologies Inc (LQMT)

[Almosthere]

There is a lot of money to be made in these hinges.


Reddit:
As the market penetration of folding phones increases, the hinge market is expected to be worth more than USD 500 million in 2023 (currently about RMB 3.355 billion), up 14.6% year-on-year*.*

According to reports, according to the brand market share of folding phones in 2022, the use of U-shaped hinge Samsung*’s market share is the highest at about* 82%,

On the surface, 14.6% jump year-on-year is not explosive.

However, since U-shape hinge owns 82% of the market, and rumor is that Samsung is about to switch over to teardrop.

This projects 2024, 100% hinges will be teardrop-shape.

This translates into 400% jump year-on-year

Teardrop-shape hinges market will jump from 73 million to 500 million.

This does not factor into foldable market year-on-year increase which is expected to be 35%.

Put it all together, we are looking at 675 million market for 2024.

With that being said, Tear-drop hinges is still not 100% BMG, there are many MIM pieces being inserted into the BMG Mold.

60% pie will give 400 million market share.

Foldable phone is only at the bottom of the S curve. Within 5 years, it will hit the inflection point and will have 200% jump year-on-year for about 5 years.

Folks.....enter that into your spreadsheet.

LQMT will be glad to take 5% of that pie.

One person interpretation and extrapolation of the reported data.