Technology Bulletin

    • Quantum Computing Will Bring New Security Concerns...
    • Nov 12, 2019
    • "Last month Google announced its quantum supremacy, which can solve a mathematical calculation in 200 seconds that would take a supercomputer 10000 years. ... View More
      "Last month Google announced its quantum supremacy, which can solve a mathematical calculation in 200 seconds that would take a supercomputer 10000 years. This computing ability not only opens doors to radical new inventions, but also raises the prospects of new security threats. Until now, the security depends on cryptographic tools (RNG/TRNG) and symmetric /asymmetric encryptions, which can have a lifespan of 10-15 years. These securities measures will be potentially easily cracked by quantum computing, if directed at them.  The solution to this is to apply new and hybrid models of cryptography known as quantum random number generator (QRNG) along with the other three pillars of security (software, network and cloud)." - Satyajit Sinha (Source: Wall Street Journal)
    • Vodafone Business and America Movil Enters in an I...
    • Nov 12, 2019
    • "Vodafone Business and America Movil entered in a cross-continent roaming IoT partnership. With this agreement, Vodafone IoT customers will have access to ... View More
      "Vodafone Business and America Movil entered in a cross-continent roaming IoT partnership. With this agreement, Vodafone IoT customers will have access to America Movil’s network in LATAM and vice versa with America Movil clients able to access to Vodafone’s European network. America Movil has the most extensive network in LATAM and Vodafone has the same outside of the Americas. This is a win-win partnership for both carriers. Tracking and surveillance are the biggest verticals in LATAM so far, 90% of the IoT connections are currently in these verticals. This partnership expands reach for America Movil logistics and supply-chain enterprise customers looking for cross-continent seamless connectivity for assets. Similarly, for Vodafone this extends reach into Latin America making it more competitive against European rivals Telefonica & TIM that already have operations in both the continents." - Tina Lu (Source: TeleSemana)
    • Alibaba Breaks Singles' Day Record with $38B in Sa...
    • Nov 12, 2019
    • "This year Alibaba’s 11.11 Singles' day sales grew 26% YoY to reach a record $38 Billion. Singles' day is a great reflection of China... View More
      "This year Alibaba’s 11.11 Singles' day sales grew 26% YoY to reach a record $38 Billion. Singles' day is a great reflection of China's domestic demand, which this year remained healthy despite an uncertain economic climate as a result of the US-China trade war. The online sale days have become key events, for which consumers are increasingly holding off their purchases in the expectation of getting a bargain. This is a characteristic of mature and commoditized markets where the sales are becoming highly seasonal. This is true especially for the two best-selling segments this year - electronics and fashion. Livestreaming of shopping festivals such as 11.11 is becoming popular, similar to the Super Bowl in the USA, with more than 87 million users tuned in. Endorsements and performances from celebrities, such as Taylor Swift, is the latest strategy to attract users to the online shopping festivals." - Tarun Pathak (Source: Tech in Asia)
    • Flexible AMOLED Display on the Huawei Mate X Is Su...
    • Nov 12, 2019
    • "In late October, BOE officials at an investor meeting confirmed that the flexible AMOLED display found on the Mate X is manufactured by them. BO... View More
      "In late October, BOE officials at an investor meeting confirmed that the flexible AMOLED display found on the Mate X is manufactured by them. BOE revealed that the company has shipped 10 million flexible OLED panels in the first half of 2019, with a market share of 18%, ranking second in the world. To date, BOE has invested in four G6 AMOLED production lines: 1) Chengdu G6 AMOLED factory, the 1st phase is producing at full capacity. The 2nd phase is ramping up production capacity; 2) Mianyang G6 AMOLED factory, achieved mass production in 2019; 3) Chongqing G6 AMOLED factory, under construction; 4) Fuzhou AMOLED factory, under planning. Targeted monthly production capacity for the four factories is 48k glass substrates; in the most optimistic situation, the production capacity of BOE will reach 192k/month, but this could take five years to achieve. Nevertheless, BOE will see its OLED production capacity rise next year enabling it to serve more top-tier clients." - Flora Tang (Source: Gizmo China)
    • 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)

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