Liquidmetal Technologies Inc (LQMT)

[Almosthere]

Liquidmetal hinge assembled by Amphenol and Eontec Manufacturers confirmed as a supplier. If we follow the PLA as we have historically, then Amphenol will place the Parts Order for the liquidmetal spline through LQMT USA.

Anyone who just sold off their shares for 0.13 is going to be kicking themselves in their own arse next week.

As word gets out, this is going to go ballistic!



Supply Chain Detail for iPhone Fold (Ultra)
In-depth analysis of Apple's foldable iPhone hinge supply chain

According to multiple reports and supply chain information, Apple is building a complete supply chain system for its first foldable iPhone, especially in terms of key hinge components, and has identified several core suppliers.

The following is a detailed supply chain analysis:

A. Layout of major hinge suppliers

Amphenol - Preferred hinge supplier Amphenol has become the preferred supplier of Apple's foldable iPhone hinge with its long-term cooperation experience with Apple. As a leading global connector manufacturer, Amphenol has significant advantages in the field of precision mechanical components, and its products are widely used in the consumer electronics field. Although the specific details of the cooperation have not yet been fully disclosed, Amphenol is likely to be responsible for the integration of the overall hinge system and the supply of some core components.

Eontec - Exclusive supplier of liquidmetal hinges China's Eontec has been confirmed by analyst Ming-Chi Kuo as the exclusive supplier of liquidmetal hinges for Apple's foldable iPhone. This cooperation has the following characteristics: ?

Technological breakthrough?: Liquidmetal (zirconium-based amorphous alloy) has high strength, corrosion resistance and high precision, which can significantly reduce screen creases (crease depth can be reduced to 0.03mm, improving flatness by 85%

Supply scale?: It is expected that the first batch of orders will bring 1.5-2 billion yuan in revenue to Eontec, driving its revenue growth by 100%-200%

Historical cooperation?:

Eontec has previously cooperated with Apple on small components such as SIM card pins. This is the first time that liquidmetal has been applied on a large scale in core precision devices

3. Polylite - 3D titanium alloy component supplier Polylite has become a 3D titanium alloy component supplier for Apple's folding screen mobile phone hinges, mainly providing: ?Ultra-thin titanium alloy bearing cover?: The thickness is only 0.15mm, which is difficult to achieve with traditional CNC technology ?Complex hollow frame?: Made using laser selective melting (SLM) technology

Dual supply?: It also provides OPPO Find N5 provides 3D titanium alloy printed hinge parts.

B. Technical features and advantages of the supply chain Apple's folding screen iPhone hinge adopts a number of innovative technologies: Technical features advantages Implementation

Liquidmetal hinge Crease depth is only 0.03mm, and there is no obvious fatigue in the folding test of one million times

Supplier Eontec

3D printed titanium alloy parts Achieve 0.15mm ultra-thin design, complex structure one-time molding

Supplier Polylite

Aerospace grade magnesium alloy middle frame Light weight, high strength, density is only 2/3 of aluminum alloy

Supplier Undisclosed (Eontec is in the loop for magnesium)

One-piece molding process Reduce connection gaps and reduce volume by more than 20% Amphenol, etc.

C. Other key supply chain information ?

Screen supply?: Samsung Display has started the construction of a special production line, with an annual production capacity of 7-8 million folding screens, which will be exclusively supplied to Apple

Assembly OEM?: Foxconn will be solely responsible for the introduction and mass production of new products for Apple's folding iPhone in 2025-2026

Release time?: According to the progress of the supply chain, the foldable iPhone is expected to be mass-produced and released in the third quarter of 2026

Price expectation?:

The starting price may be between US$2,000-2,500 (approximately RMB 14,000-18,000)

D. Market impact and industry significance Apple's entry into the foldable screen market will have many impacts: ?

Technology demonstration?: Liquidmetal hinges may trigger Android manufacturers to follow suit and promote the popularity of this material in the smartphone market

Supply chain reshaping?: Chinese suppliers (Eontec, Polylite) have made breakthrough progress in the field of core components ?

Consumer experience?: The nearly crease-free design (0.03mm) and ultra-thin body (only 4.5mm when unfolded) will improve the user experience standard

Capacity Challenge?: Initial capacity may be limited, with annual output of about 8 million units, and market acceptance and pricing strategies need to be observed

Through this innovative supply chain system, especially the combination of liquid metal hinges and 3D printed titanium alloy parts, Apple is expected to solve the long-standing crease and durability problems of foldable screen mobile phones, laying a solid foundation for the market launch in 2026.

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