Technology Bulletin

    • ChargePoint Teams With U.S. Truck Stops to Expand ...
    • Feb 11, 2020
    • "Chargepoint, a leading global EV infrastructure company, has collaborated with the National Association of Truck Stops Operators (NATSO) to launch a USD 1... View More
      "Chargepoint, a leading global EV infrastructure company, has collaborated with the National Association of Truck Stops Operators (NATSO) to launch a USD 1 billion "National Highway Charging Collaborative". This collaboration will drive the expansion of EV charging along highways in the US. According to the agreement, Chargepoint will set up 4000 charging points at NATSO member locations and fuel stops. Lack of charging infrastructure and long-distance travel has always been a bottleneck to EV expansion. This partnership will contribute to the rapid adoption of EVs, especially in rural areas, due to the easy availability of charging stations on the highways." - Prachir Singh (Source: Reuters)
    • Nissan Leaf Completes 230 Mile Autonomous UK Journ...
    • Feb 11, 2020
    • "An autonomous Nissan Leaf drove a complex course of over 230 miles in the UK. This sounds modest compared to the millions of miles accumulated by Waymo et... View More
      "An autonomous Nissan Leaf drove a complex course of over 230 miles in the UK. This sounds modest compared to the millions of miles accumulated by Waymo et al. But it is interesting because it involved navigating a variety of typical UK roads that included roundabouts, and country roads that don't have kerbs or other road markings. The accompanying engineers only assisted the driving when stopping for checks and to recharge. The purpose of the test was related to developing more human-like AV driving. This will be important as AVs spread to countries with less rigid driving rules and more variability in driving environments." - Peter Richardson (Source: The Engineer)
    • Coronavirus Halts Hyundai Production in South Kore...
    • Feb 11, 2020
    • "The automaker, Hyundai, was forced to halt production due to a shortage of parts caused by the Coronavirus outbreak. South Korea, which caters for 40% of ... View More
      "The automaker, Hyundai, was forced to halt production due to a shortage of parts caused by the Coronavirus outbreak. South Korea, which caters for 40% of Hyundai’s total global output, was forced to stop production from 7th February 2020. Many automakers like Tesla, Nissan, Ford Motor, Honda, and PSA Group already suspended production in China. Volkswagen, BMW, General Motors, Fiat Chrysler, and Ford Motor's production outside China remain unaffected, thanks to having enough parts inventory. Hyundai is dependent on China for many parts. Now, Hyundai is looking for alternative suppliers in other regions to minimise disruption. The automotive industry in China and other countries will likely see another year of decline due to the Coronavirus outbreak." - Soumen Mandal (Source: Motor1)
    • Petrol and Diesel Car Sales Ban Brought Forward to...
    • Feb 11, 2020
    • "The UK government is banning sales of non-zero emission cars from 2035, five years ahead of the previous target. The motor industry is, predictably, upset... View More
      "The UK government is banning sales of non-zero emission cars from 2035, five years ahead of the previous target. The motor industry is, predictably, upset - but most major manufacturers are beginning to shift their product designs in this direction in any case. The new timing will add impetus to the need for new EV charging infrastructure, which is currently inadequate to support substantially larger numbers of EVs.  Recent data also showed that UK car production in 2019 had fallen for a third consecutive year - down 14% on 2018, while other data showed that UK car sales in January 2020 were down 7% Y/Y; reversing a slight upward move in December.  Brexit fears have harmed consumer confidence, but the UK is now in a transition phase relative to the EU until the end of 2020; no additional tariffs apply to car or component imports/exports. If a deal is not reached between the UK and the EU, all that could change, and the UK auto industry will be in an even more perilous position." - Peter Richardson (Source: BBC News)
    • Alphabet Discloses YouTube Ad Revenues of $15.15 B...
    • Feb 4, 2020
    • "This is the first time Alphabet announced numbers for YouTube and Cloud. We believe a large share of YouTube’s revenue goes to creators, but it is s... View More
      "This is the first time Alphabet announced numbers for YouTube and Cloud. We believe a large share of YouTube’s revenue goes to creators, but it is still impressive and likely to increase as content consumption is on the rise across all regions. Additionally, Google’s Cloud business generated $8.92 billion in revenue in fiscal 2019. It is one of the fastest growing segments for Alphabet. The move to disclose YouTube and Cloud revenue gives additional insights on the business segmentation for Alphabet. " - Tarun Pathak (Source: CNBC)
    • Inside Samsung's 5G Factory for AT&T
    • Feb 4, 2020
    • "After AT&T engaged Samsung as one of its 5G radio equipment vendors, the two companies decided to use Samsung's Austin facility as the site of a 5... View More
      "After AT&T engaged Samsung as one of its 5G radio equipment vendors, the two companies decided to use Samsung's Austin facility as the site of a 5G testbed.  Samsung is using the network to leverage its best people to train new employees and direct workflow by using extended reality.  The workers can wear Microsoft HoloLens headsets that connect to the 5G network.  Samsung is trialing other use cases for its 5G network, including a 5G connection to Austin's first responder network, in case of emergencies, and sensors on factory equipment to monitor variables like temperature and humidity." - Minsoo Kang (Source: Light Reading)
    • Mediatek Expands G Series With the Launch of Two N...
    • Feb 4, 2020
    • "MediaTek announced two new chipsets the Helio G70 and Helio G80 expanding its gaming-focused G series. The chipsets are aimed at the affordable gaming seg... View More
      "MediaTek announced two new chipsets the Helio G70 and Helio G80 expanding its gaming-focused G series. The chipsets are aimed at the affordable gaming segment that is seeing growth in the emerging smartphone markets like India and South East Asia. The G series is expected to increase the overall average selling price for the MediaTek chipsets and will increase its competitiveness against Qualcomm's Snapdragon 400 and 600 series." - Shobhit Srivastava (Source: Android Central)  
    • Samsung Launches S10 Lite and Note 10 Lite
    • Feb 4, 2020
    • "Samsung has launched ‘lite’ versions of its flagship and Note series in India. The Note 10 Lite features the stylus but has an older Exynos 98... View More
      "Samsung has launched ‘lite’ versions of its flagship and Note series in India. The Note 10 Lite features the stylus but has an older Exynos 9810 chipset. The S10 Lite includes the Snapdragon 855, a new 5MP macro camera and OIS. The devices are a mix of some new features and some borrowed from the higher priced variants.  Both the devices introduce these unique features in the segment, which is otherwise led by OnePlus in India. Samsung was lacking a strong device in this segment and OnePlus was enjoying the lack of any strong competition. As a consumer, the devices bring a new variety to choose from. After the successful A series revamp in the mid segment, this is another strategy shift from Samsung to capture the affordable premium segment, which is to remain very crucial in the emerging markets." - Varun Mishra (Source: Money Control)
    • The Impact of Coronavirus Outbreak on Supply and D...
    • Feb 4, 2020
    • "The problem of coronavirus (CoV) in Wuhan, China seems to be getting worse. At present, more than 20,000 have been infected worldwide, and the speed is in... View More
      "The problem of coronavirus (CoV) in Wuhan, China seems to be getting worse. At present, more than 20,000 have been infected worldwide, and the speed is increasing rapidly. Most of the people currently infected are in China, but they are also spreading globally. There are confirmed cases in more than 20 countries including Korea, the United States, Germany, Taiwan, Japan and more. At least 10 cities in China have been on lock-down and affect more than 50 million people. However, the number of cities and people affected in China is still increasing. So far, there is no cure for CoV. However, the virus’ genetic code has been read. A vaccine can be synthesized in around three months, but it will take some time to ensure efficacy and distribute. While the outbreak is in progress, people are deterred from venturing out to shopping centers and even online deliveries are disrupted.  In addition to demand side disturbances, the outbreak also impacts the supply side.  At present, the cities on lock-down are located in Hubei Province which is a region of semiconductor and automotive manufacturing. In terms of semiconductors, there are several fabs in Wuhan, including SMIC, YMTC, and XMC. YMTC is a 3D NAND manufacturing plant. However, its capacity remains small, so will have less impact on the memory industry. The main product of XMC is NOR flash. XMC ranked No.5 in 2018 but is an important NOR flash supplier in China. The outbreak will affect the supply of NOR in the short term. There are various studies assessing the impact of the epidemic on the Chinese economy and even globally. The EIU believes it will reduce China's GDP by at least 0.5%. The SARS that occurred in 2003 also had a negative impact on China's economic growth. But many believe that this time the negative impact will be greater than SARS." - Brady Wang (Source: Wall Street Journal)
    • Fiat Chrysler's Announces New Infotainment System...
    • Jan 28, 2020
    • "Uconnect 5 is built on the Android OS using upgraded hardware. It supports both Android Auto and Apple CarPlay, which can be used wirelessly. It also intr... View More
      "Uconnect 5 is built on the Android OS using upgraded hardware. It supports both Android Auto and Apple CarPlay, which can be used wirelessly. It also introduces inbuilt LTE and WiFi for the always-connected car. Using the system, OTA updates will be seamless. Since the OS is based on Android it can support multiple applications, but many will need to be modified for the car's interface. There is also inbuilt support for Alexa, which enables controls like remote ignition or door locking. This is a step-up from assistants controlling just the infotainment and enables players like Amazon to get their hands-on data not available earlier." - Parv Sharma (Source: The Verge)

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