Technology Bulletin

    • Virgin Media UK Developing Electric Vehicle Chargi...
    • Nov 5, 2019
    • "Virgin Media, a subsidiary of Liberty Global, is aiming to build 1200 charging points within 18 months using some of its 40,000 broadband cabinets in the ... View More
      "Virgin Media, a subsidiary of Liberty Global, is aiming to build 1200 charging points within 18 months using some of its 40,000 broadband cabinets in the UK. It is doing so as part of a consortium including, Vattenfall, Cenex, SMS plc, Connected Kerb, Loughborough University and several local authorities. The UK government has a goal of attaining net neutral carbon emissions by 2050 but the lack of EV charging infrastructure is a persistent problem. The Virgin Media initiative highlights how companies can leverage assets in completely new ways. If successful expect other infrastructure providers to follow suit." - Soumen Mandal (Source: IoT TechNews)
    • Honda Affiliates Keihin, Showa, and Nissin Kogyo C...
    • Nov 5, 2019
    • "Honda has announced merging affiliates Keihin, Showa and Nissin Kogyo with Hitachi Automotive Systems to manufacture electrified vehicle drivetrains, elec... View More
      "Honda has announced merging affiliates Keihin, Showa and Nissin Kogyo with Hitachi Automotive Systems to manufacture electrified vehicle drivetrains, electronic control units, chassis parts to electrical systems, engine components, shock absorbers, brakes and steering systems. The combined entity, with projected revenues of 1.7 trillion yen (US$20 billion) and the workforce of 75,000 people, will be Japan's 3rd largest automotive supplier and include leading global OEMs customers such as Nissan, Ford, General Motors, Toyota, Honda, Suzuki, Subaru, Mitsubishi, and Mazda.  With the global auto industry seeing significant transformations, automakers and suppliers are urgently aligning forces, looking to share costs and investments for scaling existing opportunities, co-developing newer technologies and thus remaining operationally relevant."- Vinay Piparsania (Source: Automotive News Europe)
    • The Low Maintenance Cost of EVs Will Threaten the ...
    • Nov 5, 2019
    • "The rise of electric vehicles threatens the car industry and is now openly acknowledged by major automobile OEMs globally. The maintenance costs of EVs ar... View More
      "The rise of electric vehicles threatens the car industry and is now openly acknowledged by major automobile OEMs globally. The maintenance costs of EVs are lower than that of ICE vehicles due to fewer moving parts and simpler designs. This will result in the entire vehicle repair market, from spares to servicing, shrinking. This segment has been a significant portion of automotive OEM revenue and profit. As a result, we will see more OEMs getting creative on how to maximize their revenue and profit, adopting newer business models from bundling digital, safety and mobility services to leasing, rentals, car-sharing and more." - Brady Wang (Source: Autocar)
    • VW Establishes Its Own AV Subsidiary
    • Nov 5, 2019
    • "Volkswagen (VW) has established its own autonomous vehicle (AV) subsidiary, VWAT GmbH. In July 2019, VW invested $2.6B in Agro AI. VW plans to take the le... View More
      "Volkswagen (VW) has established its own autonomous vehicle (AV) subsidiary, VWAT GmbH. In July 2019, VW invested $2.6B in Agro AI. VW plans to take the learnings from Agro AI and Audi’s Autonomous Intelligent Driving into VWAT, to speed up its AV development to compete with the perceived front runners like GM Cruise, Google Waymo and Tesla. Combining the strengths of different companies into one, coupled with adequate funding, will bolster VW’s efforts to accelerate its AV development strategy. The formation of VWAT also indicates VW’s interest to develop key AV technologies and implement them across the portfolio. However, VW is behind rivals, Waymo and Cruise. VW will have to attract scarce AV talent from Silicon Valley and China. And given the diverse markets VW plays in, investing in regional centers to better understand local conditions to train its algorithms maybe able to boost its global AV ambitions." - Aman Madhok   (Source: Green Car Congress) "Volkswagen (VW) has established its own autonomous vehicle (AV) subsidiary, VWAT GmbH. In July 2019, VW invested $2.6B in Agro AI. VW plans to take the learnings from Agro AI and Audi’s Autonomous Intelligent Driving into VWAT, to speed up its AV development to compete with the perceived front runners like GM Cruise, Google Waymo and Tesla. Combining the strengths of different companies into one, coupled with adequate funding, will bolster VW’s efforts to accelerate its AV development strategy. The formation of VWAT also indicates VW’s interest to develop key AV technologies and implement them across the portfolio. However, VW is behind rivals, Waymo and Cruise. VW will have to attract scarce AV talent from Silicon Valley and China. And given the diverse markets VW plays in, investing in regional centers to better understand local conditions to train its algorithms maybe able to boost its global AV ambitions." - Aman Madhok  
    • China's Auto Market Outlook 8% Lower Than Previous...
    • Nov 5, 2019
    • "China saw its first drop since the 1990s in 2018 with sales of 28 million cars, a 3% drop from 2017. This downward trend will continue in 2019. With Gener... View More
      "China saw its first drop since the 1990s in 2018 with sales of 28 million cars, a 3% drop from 2017. This downward trend will continue in 2019. With General Motors, Ford, and Peugeot already experiencing double-digit percentage sales drop vs; last year, China Association of Automobile Manufacturers (CAAM), has revised its forecast of China's 2019 sales dropping further to about 26 million, a decline of around 8% which is in-line with Counterpoint’s forecasts. The key reasons are slowing economic growth amidst US-China trade tension, better local public transportation, ride-sharing options and the tighter vehicle emissions standards pushing buyers towards New Energy Vehicles (NEVs). However, the progressive reduction of subsidies in the NEV category has not helped. The NEV sales have also dropped 34% YoY in September, following a 16% decline in August. CAAM, however, maintains that China continues to be on track to grow to 30 million by 2023, if not more. For any recovery to happen, an urgent first-quarter policy intervention, stimulating economic growth, would need to be announced within the next two months." - Vinay Piparsania (Source: Reuters)
    • Apple Revamping Smart Home Efforts After Falling B...
    • Oct 30, 2019
    • "Apple is ramping up hiring for a team to work on new smart home devices to catch up with Google and Amazon, who are dominating this field. Apple is seekin... View More
      "Apple is ramping up hiring for a team to work on new smart home devices to catch up with Google and Amazon, who are dominating this field. Apple is seeking to redesign its smart home platform, HomeKit, to spur more outside accessory and appliances to be connected with Apple’s voice assistant, Siri. Apple is also considering the possibility of developing new home devices beyond the HomePod speaker. Gaining a foothold in the smart home market is significant for Apple amidst a continued decline in iPhone sales. The HomePod hasn’t gained widespread popularity due to its high price, reliance on Apple service, and smaller base of connectable smart devices. More importantly, Amazon and Google’s smart-home ecosystems are far larger than Apple’s." - Angela Cheon (Source: Bloomberg)
    • Xiaomi Enters Smartwatch Market Space After Smartb...
    • Oct 30, 2019
    •   "Xiaomi is about to enter the smartwatch market with a brand new product. The watch will use Snapdragon Wear 3100 SoC along with eSIM support. Th... View More
        "Xiaomi is about to enter the smartwatch market with a brand new product. The watch will use Snapdragon Wear 3100 SoC along with eSIM support. The watch will also feature Wi-Fi, GPS, and NFC. In the wearable industry, trends indicate a shift from smartband to the smartwatch segment. A year ago, Fitbit went through this transition. Now, Xiaomi, which has already established its name in the smartband market, will soon be launching its first smartwatch. Its established sales channels and brand awareness of Mi smartphones and smartbands will drive the home advantage for the Xiaomi smartwatch." - Satyajit Sinha   (Source: First Post)
    • TSMC and GlobalFoundries Announce Resolution of Gl...
    • Oct 30, 2019
    • "The settlement sets aside the 25 legal complaints that GlobalFoundries filed against TSMC back in September. The multiple lawsuits that TSMC issued earlie... View More
      "The settlement sets aside the 25 legal complaints that GlobalFoundries filed against TSMC back in September. The multiple lawsuits that TSMC issued earlier this month against GlobalFoundries' initial complaints will also be dismissed as part of the settlement. The lawsuits had alleged that GlobalFoundries (GF) infringed upon 25 patents related to TSMC's node processes. In addition to all litigation being dismissed, the companies also agreed to a patents cross-license that will allow them to use each other's existing semiconductor patents, as well as any semiconductor patents that either company files during the next 10 years. The cross-license was agreed upon by both companies as they want to continue investing significantly in semiconductor research and development, the companies said. The details of the patents cross-license are still not clear, but it's surprising that the dispute has been resolved so quickly. From the perspective of patents, it can be that GlobalFoundries does have some key patents. From the perspective of national security, it appears that GlobalFoundries may help to produce high-end chips for the US government. The strength of GlobalFoundries is its SOI and SiGe. Therefore, this may mean TSMC will develop low-power & RF-related technologies without infringing GlobalFoundries' patents. It may be bad news for other foundries." - Brady Wang (Source: TSMC)
    • AirPods Pro - What You Need to Know About the Next...
    • Oct 30, 2019
    • "Over the last couple of months, there have been strong rumors that Apple's next-generation AirPods will be released by the year-end. AirPods Pro has j... View More
      "Over the last couple of months, there have been strong rumors that Apple's next-generation AirPods will be released by the year-end. AirPods Pro has just shown up on Apple's official product page. AirPods Pro's new features include active noise cancellation, sweat/water resistance, and three different sizes of flexible silicone ear tips. Apparently, the new ear tips could help solve one of the biggest issues with the past models, that they do not fit in all ears securely. Considering the higher price point of AirPods Pro, US$249 with a wireless charging case, than the previous AirPods' prices(US$159 with a wired charging case and US$199 with a wireless charging case), AirPods Pro will not be a replacement for the past models but a more premium version of them. While the sales of the new iPhone 11 series are off to a very strong start, Apple's strong win-win effect for the premium phone and AirPods Pro can be expected." - Liz Lee (Source: Tech Radar)
    • MediaTek Will Launch the First Cheap 5G Compatible...
    • Oct 30, 2019
    • "MediaTek has developed an SoC compatible with the 5G network, which relies on the Helio M70 5G modem, a mid-range rival of the Qualcomm X50 modem. The mod... View More
      "MediaTek has developed an SoC compatible with the 5G network, which relies on the Helio M70 5G modem, a mid-range rival of the Qualcomm X50 modem. The modem delivers download speed of up to 4.7 Gbps and a throughput of 2.5 Gbps. The SoC will have an ARM Cortex-A77 CPU and a Mali-G77 ARM GPU, all on 7nm architecture. The mass production will begin in the second quarter of 2020. This processor will be first manufactured in 7nm FinFET at TSMC’s facilities. All signs point to sales of mid- and low-priced 5G phones beginning in China in 2020. There is an expectation that subsidy will be paid for 5G market activation in China. MediaTek's 5G compatible mid-priced SoC is adding fuel to this expectation. According to gizChina, OPPO and Vivo will be the main customers of this new SoC. However, MediaTek's new SoCs may be in a short supply situation since the SoCs will be produced through TSMC's 7nm process. And already there is a very high production demand for this process." - Jene Park (Source: Gizchina)

Your access to our Basic reports is currently under review. It might take up to 24 hours. You already have access to sample reports.
If there is a specific report you want to access earlier please send an email to info@counterpointresearch.com