Seeking Alpha

The iPhone 5S (AAPL +0.1%) will feature an "indestructible Liquidmetal case," thinks BGR's...

The iPhone 5S (AAPL +0.1%) will feature an "indestructible Liquidmetal case," thinks BGR's Jonathan S. Geller after analyzing previously-leaked SIM tray pictures and finding similarities with Vertu luxury phones that used the material. Liquidmetal (LQMT.OB +68.5%) shares have soared on the pink sheets thanks to the report. Geller also thinks (but doesn't elaborate as to why) the 5S might use sapphire cover glass; if true, that's a positive for GT Advanced (GTAT +0.4%), and an incremental negative for Gorilla Glass maker Corning (GLW -0.8%). Separately (take this one with a big spoonful of salt), Taiwan's Commercial Times reports the 5S may be delayed until year's end in order to support a 4.3" display.
Comments (20)
  • db313706
    , contributor
    Comments (196) | Send Message
     
    Considering the patent itself to use such metal fab technology specifically in relation to iDevices was awarded just yesterday, people ought to hold their horses for now. Apple is known for patenting just about anything under the sun, even if it's years away from full-scale production, or more often than not, ever going to see the light of day.

     

    But hey, toss around all the cash you like if speculation like this drives your decision-making.
    17 Jul 2013, 12:43 PM Reply Like
  • laguna_b
    , contributor
    Comments (270) | Send Message
     
    IF Apple or anyone was to use sapphire, they would need LOTS of it. That requires production in place. That means GTAT would have reported it in sales FIRST, not later.
    17 Jul 2013, 12:46 PM Reply Like
  • GRJ
    , contributor
    Comments (225) | Send Message
     
    Not news. Speculation. Rumor. NOT news!
    17 Jul 2013, 01:09 PM Reply Like
  • PAR2
    , contributor
    Comment (1) | Send Message
     
    NO to 4.3 Display!!!
    17 Jul 2013, 01:23 PM Reply Like
  • bmwr1200c
    , contributor
    Comments (138) | Send Message
     
    pump & Dump (LQMT.OB +68.5%)
    17 Jul 2013, 01:43 PM Reply Like
  • Brian Grosso
    , contributor
    Comments (566) | Send Message
     
    They'll report what readers will read. There is demand for Apple rumors. If you don't like rumors, you shouldn't follow tech companies
    17 Jul 2013, 02:03 PM Reply Like
  • imac007
    , contributor
    Comments (441) | Send Message
     
    I think it is more likely they will have a carbon fiber case on a lower cost phone, since this hire about 2 and 1/2 years ago.

     

    http://linkd.in/15H5v7R

     

    Liquid metal was used in the SIM ejector tool of some Apple phones. As to someone pointing out that the patent was just awarded yesterday, sometimes patents take years for approval. Many products on the market today are still patent pending. There is an Apple patent website that covers filings and approvals.

     

    http://bit.ly/yrBMeN

     

    They have owned the world wide rights for liquid metal in consumer electronIcs since 2010. IWatch strap and case??
    17 Jul 2013, 02:32 PM Reply Like
  • lichan
    , contributor
    Comments (18) | Send Message
     
    Typically, it takes approximately 2 to 4 years FROM the date of filing to be awarded a patent.
    During that time, companies will still continue to use and develop the technology.
    17 Jul 2013, 09:36 PM Reply Like
  • doc47
    , contributor
    Comments (992) | Send Message
     
    I repeat myself mimicking these rumor mongers: "Quack, quack, quack!
    17 Jul 2013, 02:34 PM Reply Like
  • bd4uandu
    , contributor
    Comments (1797) | Send Message
     
    I like rumors $$$$
    17 Jul 2013, 03:04 PM Reply Like
  • 8684361
    , contributor
    Comments (4) | Send Message
     
    Saphire? Not likely. First, Gorilla glass is better then just good enough, and secondly, Apple should be working on lowering the price of their phones, not bring up the price. From something i've read, saphire is used over the camera lens.
    17 Jul 2013, 04:03 PM Reply Like
  • plimeter88
    , contributor
    Comments (29) | Send Message
     
    No, Apple shouldn't be working to lower its prices. I like Apple's styling and quality construction. I expect them to keep raising the quality bar, not lowering it. I feel like I get excellent value for what I paid for my iPhone. There are plenty of junky phone manufacturers out there. Apple should not join them in the race for the bottom.
    18 Jul 2013, 12:00 AM Reply Like
  • 8684361
    , contributor
    Comments (4) | Send Message
     
    I'm not suggesting that they lower quality. I just think that making the best phone on the market better at a time when sales of high end phones are dropping would be a mistake.
    18 Jul 2013, 08:24 AM Reply Like
  • toscandot
    , contributor
    Comment (1) | Send Message
     
    Is AAPL planning to never innovate ever again? My iPhone from 4 years ago has yet to break...I want it to because I need to upgrade my hardware to get the good apps. Liquid metal and sapphire are completely unnecessary and would be a reckless expense.
    17 Jul 2013, 08:52 PM Reply Like
  • vireoman
    , contributor
    Comments (859) | Send Message
     
    Well, at least I finally have my answer as to why GTAT took such a jump upwards in the past couple days.
    17 Jul 2013, 10:31 PM Reply Like
  • haschultz
    , contributor
    Comments (607) | Send Message
     
    Any jump in GTAT is probably magnified by very large short positions.

     

    And, sapphire might just be on the home button/finger print reader and not the screen. The first foray into sapphire was the camera lens as noted above.

     

    GTAT generallys sells the furnances but does operate one sapphire plant in Salem.

     

    The sapphire 'Catch-22' is that meaningful demand will not come without there being meaningful supply but who would build meaningful supply without some demand?

     

    That is why GTAT has their Salem plant but the business plan is to sell furnances and supplies.

     

    But, look out several years and there is a compelling reason for sapphire screens and on touch sensitive screens/fingerprint readers. Every day more people realize the need for a stronger screen when they crack and realize the cost and hassle of replacing it.
    18 Jul 2013, 12:49 AM Reply Like
  • Tales From The Future
    , contributor
    Comments (4018) | Send Message
     
    LQMT.OB does have contracts with two very respected companies: AAPL and Swatch (Omega).

     

    The problem is it's unclear if Apple and Swatch ever mass-produce products using LQMT and how much money/royalties they will get.

     

    But it's certainl more attractive than other pink sheet stocks, use it as a lottery ticket with play money, a small position you can afford to loose all on...

     

    PS: This is really an exception to the rule. I wouldn't touch penny stocks 99% of the time, most of them are pump and dump or have other issues.
    18 Jul 2013, 12:51 AM Reply Like
  • paul rossi
    , contributor
    Comments (4) | Send Message
     
    Gorilla glass is near perfect. Why change? I think not
    18 Jul 2013, 11:32 AM Reply Like
  • Tales From The Future
    , contributor
    Comments (4018) | Send Message
     
    @paul rossi: This is about the metal encasing, not the glass. Two different suppliers.

     

    PS: LQMT.OB on a roll again today, +40% after opening, but didn't see any news.
    22 Jul 2013, 09:42 AM Reply Like
  • bd4uandu
    , contributor
    Comments (1797) | Send Message
     
    There is all kinds of speculation rumors about the iWatch and new iPhone.

     

    3D printing with LM ...http://on.mash.to/13YLkqo

     

    http://onforb.es/13YLjme

     

    http://bit.ly/13YLkGF
    22 Jul 2013, 10:03 AM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|