Technology Bulletin

    • Quectel Announced 5G Automotive Module at CES 2020...
    • Jan 14, 2020
    • "Last year, almost all major module vendors announced a 5G module with targets for commercial deployment in 2020. However, Quectel is taking a lead and sma... View More
      "Last year, almost all major module vendors announced a 5G module with targets for commercial deployment in 2020. However, Quectel is taking a lead and smartly focusing on automotive, one of the major applications that can utilize 5G. Quectel will be the first module player to provide 5G automotive modules to auto OEMs. Additionally, Quectel highlighted its module security to ensure the confidence of both industry players and consumers." - Satyajit Sinha (Source: Quectel Infocenter)
    • Intel's Mobileye Exhibits Autonomous Vehicle Equip...
    • Jan 14, 2020
    • "Intel demonstrated an autonomous vehicle at CES 2020 equipped with 12 cameras, no other sensors. The EyeQ5 chip is creating a 3D model from 2D images to b... View More
      "Intel demonstrated an autonomous vehicle at CES 2020 equipped with 12 cameras, no other sensors. The EyeQ5 chip is creating a 3D model from 2D images to better sense the environment.  In November 2019, Mobileye made a strategic partnership with NIO to develop Level-4 autonomous vehicles. Using cameras alone can reduce costs and speed development of higher levels of autonomy. Most autonomous systems use radar and lidar together with cameras to get information about the vehicle’s surroundings, but Mobileye is testing the potential of only using a camera-based system. Tesla also believes that camera-based systems are sufficient for full autonomy." - Soumen Mandal (Source: Free Malaysia Today News)
    • Qualcomm Joins the Race for Autonomous Driving Sys...
    • Jan 14, 2020
    • "Following in NVIDIA’s and Intel’s (Mobileye) footsteps, Qualcomm has launched its solution for autonomous driving, Snapdragon Ride. Qualcomm h... View More
      "Following in NVIDIA’s and Intel’s (Mobileye) footsteps, Qualcomm has launched its solution for autonomous driving, Snapdragon Ride. Qualcomm has long been supplying solutions for infotainment but is now applying its capability to the autonomous vehicle systems. However, the deployment of the autonomous system requires long-term data collection, cooperation with Tier 1 suppliers, sensor company support, and data training capabilities. NVIDIA and Intel (Mobileye) have a head start. Qualcomm has a long way to go but are still early in the development of autonomous systems that most of the market is still to play for. However, it is likely other AP suppliers, such as Mediatek will also launch solutions." - Brady Wang (Source: CNBC)
    • Denso and Qualcomm Jointly Developing Automotive C...
    • Jan 14, 2020
    • "Denso and Qualcomm Technologies are developing an architecture for systems based on Denso’s Harmony Core integrated cockpit system. It coordinates w... View More
      "Denso and Qualcomm Technologies are developing an architecture for systems based on Denso’s Harmony Core integrated cockpit system. It coordinates with cloud services and new Human Machine Interfaces (HMI), enabling enhanced car connectivity and advanced safety features like driver status monitoring, driver and passenger authentication, and improved display operability. With the information provided by a vehicle to the driver increasing, thanks to advanced driver assistance functions using cameras, sensors and the various infotainment functions, vehicle-driver communication and HMI play a key role in providing updates. To enhance this critical information exchange, Denso aims to develop next-generation integrated cockpit systems by harnessing Qualcomm’s information and communication technologies. Innovations include applying the latest in semiconductors and software solutions developed for smartphones and Denso’s expertise in in-vehicle requirements, functional safety, quality, and security technologies for HMI products. There will be more to come." - Vinay Piparsania (Source: Auto Car Pro)
    • Siemens Announces Partnership With ARM for Automot...
    • Jan 14, 2020
    • "Siemens is collaborating with ARM to develop a next-generation automotive platform. The result is an all-encompassing automotive platform PAVE360, featuri... View More
      "Siemens is collaborating with ARM to develop a next-generation automotive platform. The result is an all-encompassing automotive platform PAVE360, featuring ARM IP. According to Siemens, the PAVE360 platform will provide digital twin simulation beyond processors to include automotive hardware and software subsystems, full vehicle models, a fusion of sensor data, traffic flows, and safety parameters.   This marks the entry of Siemens in the automotive platform market. The company will face stiff competition from Cadence, Synopsys, Vector, Ansys, and others. Siemens is also working with OEMs to test the PAVE360 platform." - Prachir Singh (Source: Automation.com)
    • Apple Restores Imagination in GPU Chip Agreement
    • Jan 7, 2020
    • "This may be due to Imagination’s newly announced IMG A series GPU which Imagination claims to be the fastest GPU IP to date. The first System-on-Chi... View More
      "This may be due to Imagination’s newly announced IMG A series GPU which Imagination claims to be the fastest GPU IP to date. The first System-on-Chip with IMG A-Series GPUs will hit the market in 2020 and Apple doesn't want to fall behind. However, this announcement by no means indicates that Apple will stop in-house development of GPUs. Expect Apple to look at Imagination's other product categories as well." - Tarun Pathak (Source: 9to5Mac)
    • HiSilicon No Longer Huawei’s Captive Chipmaker
    • Jan 7, 2020
    • "Huawei will sell 4G modem chipsets in an open market. Huawei has been keeping its subsidiary chipmaker, HiSilicon, as an internal unit. Shanghai HiSilicon... View More
      "Huawei will sell 4G modem chipsets in an open market. Huawei has been keeping its subsidiary chipmaker, HiSilicon, as an internal unit. Shanghai HiSilicon, established in April 2019, will be an exclusively external chip supplier, while Shenzhen HiSilicon remains an internal supplier. HiSilicon is reshaping its business segments around intelligent vision computing (AI cameras) and IoT connectivity, to reinforce the integration of 5G, AI, and IoT. As there is no resolution of the US blacklisting issue amid the prolonged US and China trade conflicts, Huawei is struggling in the smartphone business and is looking for new opportunities in chipset developments. As Huawei opens chip supply, it will likely take share in the premium chipset market and increase the competitive pressure on the leading player, Qualcomm." - Angela Cheon (Source: EE Times)
    • Xiaomi & Huawei to Use Foldable Panels From Samsun...
    • Jan 7, 2020
    • "Xiaomi and Huawei will reportedly use foldable smartphone panels from Samsung Display this year. This will be a shift from their current flexible/foldable... View More
      "Xiaomi and Huawei will reportedly use foldable smartphone panels from Samsung Display this year. This will be a shift from their current flexible/foldable panel suppliers. Huawei Mate X used foldable panels from China’s BOE, while Xiaomi’s Mi Mix Alpha used a flexible display from another Chinese display maker, Visionox. The recent success of the Galaxy Fold seems to have boosted Samsung Display’s reputation in the market. It is said that the display maker received a lot of interest from top Chinese smartphone makers like OPPO, Vivo and Huawei, but its initial focus is on supplying foldable panels to Samsung. After the launch of the clamshell Galaxy Fold model sometime before MWC, Samsung Display will focus on supplying panels for the Mate X2 and the second-generation Galaxy Fold devices. In the meantime, it is likely to start supplying panels for the foldable smartphone from Xiaomi, expected to launch in 2021." - Sujeong Lim (Source: Gizmo China)
    • Apple Likely to Use In-House 5G mmWave Antenna Mod...
    • Jan 7, 2020
    • "MmWave is needed to deliver a true 5G experience. However, integrating mmWave capability is inherently complex. Qualcomm is the only supplier with a prove... View More
      "MmWave is needed to deliver a true 5G experience. However, integrating mmWave capability is inherently complex. Qualcomm is the only supplier with a proven solution and it is now rolling out second generation mmWave antenna modules. However, Apple is looking to be less dependent on Qualcomm by integrating its own mmWave antenna. This has been in development for a couple of years. TSMC has been chosen to produce the mmWave modules in a more expensive, but space-saving module packaging technique, InFO_AiP compared to Flip Chip FC_AIP. Apple will likely have three modules within the new 5G mmWave capable iPhones. Though, it is still not clear if Apple will go 100% with its own 5G mmWave module. It will likely test its own solution with Qualcomm’s in various configurations before coming to a final resolution." - Neil Shah (Source: DigiTimes)
    • Apple Looking at BOE to Be Second Largest OLED Sup...
    • Jan 7, 2020
    • "Apple is planning to order a batch of OLEDs from BOE in 2021. The rumor comes from sources in South Korea and claims that Apple could be looking to order ... View More
      "Apple is planning to order a batch of OLEDs from BOE in 2021. The rumor comes from sources in South Korea and claims that Apple could be looking to order some 45 million OLED panels from BOE, intended for use in the 2021 iPhone devices. This would make BOE Apple's second largest supplier of OLED panels with Samsung (SDC) continuing to be the largest supplier, LGD would be relegated to third and JDI would supply small OLED screens, catering to the Apple watch. Impact: It is reported that Huawei simplified the supplier verification process for Visionox and CSOT after BOE was linked with Apple as an OLED supplier. OLED products from Visionox and CSOT have passed Huawei’s quality tests. If BOE can manage to become the OLED supplier for iPhone, Apple's OLED order to SDC will likely decrease from 230 million units in 2019 to 150 million units in 2021.  SDC's current OLED orders have not utilized its full production capacity. It is reported that there are several vacant OLED production lines in SDC’s factories although it still has expansion plans. Order-cut from Apple is likely to curb SDC's OLED expansion plan." - Flora Tang ​(Source: GSM Arena)

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