Replies to post #228827 on Liquidmetal Technologies Inc (LQMT)

[Almosthere]

Can you supply your reasoning for why you don’t believe. You seem to indicate you have facts. I would like to hear them.


Good info below from Joshua on Reddit that might be helpful to you that reasons otherwise:


IMHO.

It looks like KHVatec will do the manufacturing.

https://www.khvatec.com/en/products/motion_module/

Lugee will simply sell them the machine and license the process. KHVatec will produce the MIM sub-assemblies small pieces and insert them inside the BMG mold for the final hinge assembly.

Similar deal and structure with LQMT Japan with Twins Corp.

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Teardrop loop conecept is not exactly new.

Implementation at NANO scale is what makes it hard.

This is where BMG becomes ME ONLY for this application.

MIM shrinks after it hits the oven (not uniformly).

It will warp hence not meeting FLATNESS spec.

It also lacks the same hardness and retention to shape that amorphous alloy has.

PRICE/PERFORMANCE ultimately will drive the market requirement.

When consumer does not have a choice, they will settle or not adopt

When consumer have a choice (at the same price), they will not settle.

Volume drives price, Price drives volume.


Competition drives innovation. This is what capitalism is all about.

When Apple monopolize via government, they will not care to innovate.

However, the Eastern market is different.....and it is much higher growth and size.

Both Apple and Samsung will want to compete in the East, they don't necessary care to create EAST only product.

BOTTOM LINE.

There has to be a meaningful market for foldable.

They must not compromise the look and feel and weight and size of a regular phone.

Weight shrinkage and thinness is what makes foldable achieve that goal.

Once a consumer has a phone that can also act as a tablet......question is why not.

To Apple, that is not a good thing. It will canobolize the tablet market.

Same statement will apply for jumbo foldable that will impact the notebook market.

Apple wants you to buy an imac, a notebook, a tablet, a phone and a watch.

Multi use devices will defeat that lofty business.

[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.