SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple 3.0 -- Ignore unavailable to you. Want to Upgrade?


To: spitsong who wrote (17)6/19/2014 3:25:39 PM
From: Doren1 Recommendation

Recommended By
Zen Dollar Round

  Read Replies (1) | Respond to of 157
 
Sapphire screens are a good bet.

LM cases less so. The rumors about LM have been rampant for several years at times pushing up LQMT up as much as 70% in a day. There is a good probability that LM will not benefit materially from an LM iPhone, however despite some people's insistence they could make some money. Another company that most probably would benefit is Materion. MTRN

Most likely both would spurt dramatically if an LM phone was released. LQMT would then probably fall dramatically as investors catch up on the fact it might not materially benefit.

The most interesting thing I've seen was this leaked "prototype":

Message 29576053

The problem with LM injection molded cases is complexity. Metal injection molding is difficult, and gets worse the larger the piece.

So this prototype was pretty exciting to me. It makes sense in several ways. Easier to manufacture than a one piece back. Easier to assemble. Probably easier to attach the sapphire screens.

And it looks like some kind of different metal. LM can be made in a variety of colors. I don't know if it can be made in this variegated metal look but I'm guessing it can. Or the the surface is textured.

LM is extremely hard and durable. Its not amenable to milling or pressing although it can be done. Injection molding would be the preferred method. These simpler shapes just might be a stepping stone to a full LM case. Much easier to make in the millions while LM and Engle work out the bugs.



To: spitsong who wrote (17)7/9/2014 3:19:18 AM
From: spitsong  Read Replies (2) | Respond to of 157
 
More on potential Apple "new materials" partners

Yes, the linked video was posted elsewhere on this site, but it bears repeating:

The Register | 'iPhone 6' survives STAB ATTACK. Truly, it is the JESUS Phone
Or, this is just a very naughty boy

Keep in mind that this could have been faked, but lordy it would be cool, especially in this context:

Seeking Alpha | GT Advanced Technologies Update: Latest Supply Chain Check
ZDNet | Canonical: Apple bought up three years of our sapphire screen and proved us right

And then there is the Liquidmetal potential:

AppleInsider | Apple continues exploring Liquidmetal manufacturing methods

Like you, Doren, I agree that Liquidmetal is a longer shot than Sapphire. But it seems inevitable, whether in the iWatch (which I think will be a much bigger deal than you seem to have been imagining) and/or in the iPhone. Its ability to transmit information from body through skin (and contaminants) to device (iWatch!) seems likely to be key.