AQWALY · Confidential collaborator briefing

Working architecture, campaign model and timeline.

A compact orientation for invited collaborators, based on the updated project documents. The material below is a planning summary; engineering, commercial, schedule, and performance claims still need owner and supplier confirmation.

Access status: not password protected. This is a static WIP page. “Noindex” is not access control; do not publish or host this page with internal material until server-side authentication and access permissions are configured.

Modular DIVE 120 / SHIELD 120 architecture

The updated architecture document describes a shared 120 mm front optical / FIZ assembly with camera-specific rear shells, positioning interchangeable lens and control hardware around a common interface.

SHIELD 120 · weatherproof

Lens and FIZ protection for land use

Current offer: GoPro Mission1 PRO ILS only; two FIZ actuators and manual control. It is not an underwater or diving housing. Camera fit, exact weather envelope, and final contents remain to be verified.

DIVE 120 · underwater

Shared front, camera-specific rear

Proposed molded optical-polycarbonate rear shells mate to the shared front assembly. Current campaign targets are 30 m for the recreational shell and 45 m for the optional black hard-anodized aluminum “Full Metal Jacket” configuration. These are unqualified targets until verified by a defined test program.

120 mm interface

Bayonet and seal concept

The document specifies a three-prong, 30° quick-turn interface, 120 mm nominal flange, radial primary O-ring, and secondary face wiper. The bayonet engagement, recessed support, tolerances, seal glands, materials, and retention loads need engineering review and pressure testing as a complete assembly.

Open control foundation

Manual FIZ first, open interfaces

The launch direction is manual FIZ control with an open I/O / pogo-pin interface and a swappable control module. The source architecture also mentions AI pods, touchscreen consoles, wireless control, ROS 2, and specific electronics; those items are not part of the confirmed launch offer and should remain future concepts unless explicitly re-approved.

Open-source boundary: Publish the approved mechanical interface, I/O pinout, electrical limits, and software / firmware repositories only after checking ownership, patent strategy, safety, and supplier permissions. Do not treat the source document’s “IP68 to 30 m” wording as a validated rating; IP code and depth claims require precise definitions and evidence.

Campaign economics and reward model

The revenue forecast is an internal scenario model. Its prices overlap the current reward ladder, but its unit mix, margins, add-ons, corporate assumptions, and funding uses are not approved campaign commitments.

Current reward ladder

Hardware offers

  • SHIELD 120: US$449; US$359 early bird
  • DIVE 120 GoPro: US$649
  • DIVE 120 BMD Studio Micro, Z CAM E2-M4, or Panasonic LUMIX BGH1: US$749
  • $500K milestone trolley / wearable rig: US$375
  • $1M Full Metal Jacket aluminum shell: US$949
  • Three extended lens rings: US$149; 120 mm glass dome + hood: US$275

Event offers for GITEX and CES are planned; terms remain TBD.

Forecast inputs · draft

Scenario assumptions

The updated forecast models 800, 2,200, and 3,200 base-unit cases, with target gross revenue around US$2.05M in its 2,200-unit scenario. These figures depend on unvalidated mix, costs, capacity, tooling, fulfillment, platform fees, and add-on take rates.

Use as a discussion model only. Reconcile the scenario arithmetic, BOM, scope, costs, and cash plan before using externally.

Items deliberately not promoted as confirmed: AI autofocus rewards, DIVE 140, touchscreen / remote-console bundles, 5-inch display, event quota packs, C500 micro-factory investment, production quantities, 100% pressure-test claims, and exact May fulfillment. Some appear in source forecasts or architecture notes but conflict with or exceed the current hardware-first launch definition.

Supplier quotes · 23 October 2026

New Dongguan Victor Metal Products quotations are below the broad tooling assumptions in the forecast, but cover only specific parts and tooling. Values are EXW in CNY; the USD figures are planning conversions at ¥1 = US$0.1498 on the quote date.

Quote 20261023005 · shell-part molds

¥137,400 · about US$28,260

Five 1×1 / 1×2 mold lines for BMD back shell, GoPro back and front shells, and Z CAM back and front shells. Quoted per-part prices range ¥4.56–¥8.64. Production material is listed as clear PMMA; confirm whether PMMA or PC is the final material.

Quote 20261023004 · metal tooling / parts

¥51,250 tooling · about US$7,677

¥38,000 die for the ADC12 120 mm front 3-prong flange; ¥13,250 tooling for the 6063 extrusion + CNC rear flange. Quoted part prices: flange ¥19.80, lathed/anodized 6061 hood ¥48.00 (MOQ 1,000), and extrusion/CNC flange ¥17.65 (MOQ 1,000). Die life stated as 50,000 shots; terms include a free duplicate set if life is reached.

Quote 20261023003 · CNC prototype parts

¥10,190 · about US$1,526

Ten sample parts across the listed BMD, GoPro, Z CAM, 3-prong flange, hood, and three rear flange pieces. Shell materials are quoted as clear PMMA or PC. Confirm exactly which parts are included and the prototype delivery lead time.

Partial quoted subtotal

¥198,840 · about US$29,786

Combines ¥188,650 tooling with the ¥10,190 CNC sample batch. This is not the full project tooling or launch cost: extension-tube and FIZ/accessory tooling, other camera variants, optics, seals, electronics, testing, freight, taxes, and production quantities are outside or not explicit in these quotations.

Commercial and schedule gates: Quotations are EXW in Yuan and valid for 15 days from 23 October (through 7 November 2026). Mold payment is 50% deposit and 50% after sample approval; quoted mold/sample lead is about 35 days after deposit. A deposit on 23 October implies samples around 27 November, while a 7 November deposit implies around 12 December. Clarify the clock start, scope, and sample delivery before updating the November readiness commitment. Confirm the quoted ¥280 small-order setup fee condition on the 300T die-casting machine and all MOQ/material-adjustment terms in writing.

Timeline and CES activation

The updated timeline document proposes a Shenzhen → Dubai → Las Vegas corridor with November reserved for samples and machining footage. The previous Bangkok stage is removed.

Working sequence

Shenzhen to launch

  • Most of November: complete and review samples in Shenzhen
  • Target departure Nov 29; arrive Dubai Nov 30
  • One invitation-only UAE pre-launch gathering is a must; villa or dhow format and venue remain to be decided
  • GITEX North Star: planned Dec 8–10 launch window

The updated source timeline currently schedules both a dhow event and a Fujairah C500 party. That conflicts with the latest direction to make one event mandatory and evaluate the villa-led format against a dhow alternative. Keep one event in the public roadmap until the choice is made.

CES · Las Vegas

Nestworks booth collaboration

Nestworks will attend CES with its own booth. The AQWALY plan is to display one fully working prototype there, share selected videos of C500-machined AQWALY parts, and consider an optional vertical process banner.

Proposed line: “Nestworks C500 made it possible in two months only, from concept to diving.” Confirm the exact start/end dates and evidence for the “two months” and “diving” wording before printing or publishing.

Source-document reconciliation: The updated architecture and forecast contain additional claims and future concepts—30 m / 45 m ratings, standardized 8-pin power/CAN-FD/UART/I²C dock, FIZ module specifications, ROS 2/AI, production forecasts, corporate/tax assumptions, test schedules, and investment proposals. Treat these as hypotheses pending technical, legal, supplier, and finance review. The public roadmap remains the current controlling event plan; do not silently replace it with dates or deliverables from draft source files.
Reference documentsModular architecture · Revenue and financial forecast · Master timeline · Timeline viewer
These links point to the project-folder originals and may not resolve in a deployed web copy. Keep them outside any public deployment package.