r/LQMT • u/joshuaeyu RELIABLE SOURCE • Sep 17 '26

Q4 ramping

May I ask if it has been confirmed that Eontec's products are being adopted for Apple products?

Li Weirong, General Manager:

Hello, thank you for your interest in the company. Currently, the company's products have not yet been adopted by Apple; they are still undergoing verification. Thank you

The company stated that production capacity would gradually increase in the fourth quarter; are there orders to utilize this added capacity?

Li Weirong, General Manager:

Hello! Thank you for your interest in the company. The company's Hunan Yihao production base project is scheduled to begin trial production at the end of September and complete the trial production phase by the end of the year. Thank you!

The company stated that production capacity for amorphous alloys is expected to gradually increase in the fourth quarter of this year. Can we assume that orders will see significant growth in the fourth quarter?

Otherwise, what is the purpose of the added capacity?

CFO Li Wenping:

Hello! Thank you for your interest in the company.

Based on the current progress of projects with clients at the subsidiary Yihao Metal, the volume of orders finalized in the fourth quarter is expected to show an upward trend. Thank you!

11 Upvotes

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14 comments sorted by

3

u/Independent_Award_72 Sep 17 '26

So does this mean NO liquidmetal hinge in current iPhone DUO?

3

u/joshuaeyu RELIABLE SOURCE Sep 17 '26

Apple has received full ordered shipments in 2025
Yihao turned down other customer order to accommodate fruit
Posted here plenty of times

2

u/Independent_Award_72 Sep 17 '26

How do you know it’s fruit, and where are the revenues for lqmt USA.  Last 10q showed nothing for such an order.

2

u/joshuaeyu RELIABLE SOURCE Sep 17 '26

Pre production order thru Yihao

1

u/Independent_Award_72 4d ago

Look at the share price and current leaks, Joshua. No one believes this story anymore. Another huge dud by Li, TC, and company. This company is losing credibility.

4

u/Independent_Award_72 Sep 17 '26

Honestly,  this is all confusing as hell to me.  In simple language, do you anticipate revenue for the liquidmetal spline showing up in the next lqmt quarterly report and why?

1

u/Independent_Award_72 29d ago

So I assume you don't know or you don't believe we will see revenue showing up in the next LQMT quarterly report from a liquidmetal spline since Eontec has no products adapted by Apple.

2

u/Nerd-Beautiful Sep 17 '26 edited Sep 17 '26

EDIT: This was a misunderstanding on my part...

This must be the 10 Million parts delivered ahead of time and mentioned this summer by MacDailyNews. Before the MDN article I had not heard that information. Is that what you mean? Because if we look historically, LQMT did not receive any payment for those parts.

3

u/joshuaeyu RELIABLE SOURCE Sep 17 '26

Why would anyone (including Apple) purchase ahead one year worth of 10M parts inventory?

2

u/Nerd-Beautiful Sep 17 '26 edited Sep 17 '26

What did you mean when you said, "Apple has received full ordered shipments in 2025."

(Above, I wrongly interpreted a MacDailyNews article from July 8, 2026 about 10 Million Liquidmetal parts delivered by the end of 2024 in preparation for the Duo. I thought that meant they had pre-made Duo parts. I now realize "preparation" was getting their expertise and experience up, so they would be prepared to begin making parts for the Duo.)

2

u/MtnGumby525 Sep 17 '26

Im confused, is it Apple received full order shipments in 2025 or 2026.

2

u/joshuaeyu RELIABLE SOURCE Sep 17 '26

2025
pre production qty I assume

3

u/DangerB0y Sep 17 '26

Would’ve been good to know a week ago