Technology Bulletin

    • Ford and Mahindra’s Announce JV in India
    • Oct 8, 2019
    • "Ford Motor Co. is ceding management of its India operations to Mahindra and Mahindra Ltd (M&M), and transferring most of its assets in the country int... View More
      "Ford Motor Co. is ceding management of its India operations to Mahindra and Mahindra Ltd (M&M), and transferring most of its assets in the country into a joint venture. The deal will effectively end Ford’s independent operations in the country. The US carmaker is estimated to be taking an impairment charge of US$800 million to US$900 million, related to the value of its India assets. The transaction will be completed by mid-2020, after which the JV will become operational. Ford’s urgent step is consistent with its global strategy to lower risks by withdrawing from markets it has failed to grow profitably. Earlier in June, Ford announced it would restructure its European operations, shutting several production units and laying off about 12,000 people by end-2020." - Vinay Piparsania (Source: Bloomberg)
    • Tesla Accelerating Efforts to Make Its Own Battery...
    • Oct 8, 2019
    • "Tesla acquired Hibar, a Canadian company with expertise in automated battery manufacturing for electric vehicles, laptops, and others. This will help Tesl... View More
      "Tesla acquired Hibar, a Canadian company with expertise in automated battery manufacturing for electric vehicles, laptops, and others. This will help Tesla accelerate its plans to manufacture its own battery cells. Although the company has no plans to abandon its current battery suppliers, Panasonic and LG Chem, the acquisition is not the first in this space for Tesla. It aims at creating bespoke battery solutions for longer range and increased lifecycles to create differentiation instead of increasing competition in the electric vehicles sector. Tesla also struck a five-year research agreement with Jeff Dahn, whose team published a paper on a long lifespan battery (million-mile battery) being a possibility. Since battery capacity, range, and lifespan all are important concerns in the electric vehicle industry, making a breakthrough innovation in any of these can be a big differentiator for Tesla." - Shobhit Srivastava (Source: Engadget)  
    • VW Group to Produce New Gen VW Passat, Skoda Super...
    • Oct 8, 2019
    • "In view of Turkey’s positive macroeconomic conditions, its relatively low 150 cars per 1,000 population, a qualified workforce, and a well-developed... View More
      "In view of Turkey’s positive macroeconomic conditions, its relatively low 150 cars per 1,000 population, a qualified workforce, and a well-developed supplier base, VW Group is planning on manufacturing the next-gen VW Passat and Skoda Superb at Manisa, near Izmir, from 2022. With an annual production capacity of 300,000 vehicles, the focus will be on export markets. VW also sees producing locally as the most strategic way to hedge against Turkey’s volatile currency fluctuations." - Vinay Piparsania (Source: AutomotiveNews Europe)
    • Bosch Overcoming Automotive Slowdown by Developing...
    • Oct 8, 2019
    • "Bosch, the German automotive supplier, with slowdowns observed in almost all global markets, sees no growth in car production until 2025. With the lower a... View More
      "Bosch, the German automotive supplier, with slowdowns observed in almost all global markets, sees no growth in car production until 2025. With the lower automotive production and sales in China and India, Bosch has been hit hard and is considering plant closures and over 1,000 job cuts. The company is strategically looking at opportunities in electric mobility and advanced technology in vehicles to reduce emissions, and also on autonomous driving. Bosch is also offering mobility services providers a wide-ranging portfolio. However, it will still not be enough to overcome the current downward spiral in the market." - Vinay Piparsania (Source: AutomotiveNews Europe)
    • Aggressive Sales Movement with Mate 30 Series in C...
    • Oct 1, 2019
    • "Huawei has now released its high-profile Mate 30 Series phones in the Chinese market and has priced it 40% less than the international prices published on... View More
      "Huawei has now released its high-profile Mate 30 Series phones in the Chinese market and has priced it 40% less than the international prices published on launch. Huawei said that it sold more than US$70 million worth of devices in a single minute on Vmall.com, its retail site. Huawei Mate 30 Series' discounts from the initial sales periods are expected to change the market share ranking board of the high-end segment in the Chinese market. The biggest hit is likely to be on the sales of Apple's iPhone 11 series. Sales of premium products of other OEMs such as OPPO, Vivo, and Xiaomi, may be affected in H2 2019 in China." - Jene Park (Source: Forbes)
    • Sprint – T-Mobile Merger on Halt Due to Lifeline I...
    • Oct 1, 2019
    • "The newest development in the Sprint and T-Mobile merger shows that this is far from a done deal. While it is still more likely to go through than not, it... View More
      "The newest development in the Sprint and T-Mobile merger shows that this is far from a done deal. While it is still more likely to go through than not, it shows how Sprint has been not playing by the rules in the past and must answer to this before moving forward with the merger. In this instance, Sprint’s Lifeline program has come under scrutiny as the company falsely collected tens of millions in funds from the Lifeline program by claiming subsidies for 885,000 inactive Lifeline subscribers." - Maurice Klaehne (Source: Fierce Wireless)
    • ARM Officially Announces It Will Continue to Suppl...
    • Oct 1, 2019
    • "We have previously known that ARM and Huawei have a perpetual license agreement for the ARMv8 architecture. ARM China has now confirmed that Huawei will h... View More
      "We have previously known that ARM and Huawei have a perpetual license agreement for the ARMv8 architecture. ARM China has now confirmed that Huawei will have access to the company’s latest ARMv9 architecture in the future as well. Liang Quan, Marketing Director of ARM China, stated, “The technologies provided by ARM come from the UK, and they are not affected [by the US trade restrictions].” This is a strong statement, and other companies that have similar grey areas may likely use this argument to continue supplying Huawei. The biggest hurdle remains Google GMS, which is unlikely to be affected by this precedent." - Maurice Klaehne (Source: Tech Node)
    • Xiaomi Opens Branded Store in Brazil
    • Oct 1, 2019
    • "A few months ago, Xiaomi opened its first MiStore in Brazil. The store sells many of Xiaomi’s ecosystem products such as surveillance cameras, sport... View More
      "A few months ago, Xiaomi opened its first MiStore in Brazil. The store sells many of Xiaomi’s ecosystem products such as surveillance cameras, sports bands, smartphones, etc. For the 100 days commemoration, its Senior Vice President Wang Xiao visited the store and the market to show the brand’s commitment to Brazil. Wang also commented that Xiaomi will open another store in Brazil this year. Xiaomi returned to Brazil after it left this market in 2016. Learning from its last failed attempt to conquer the Brazilian market, Xiaomi partnered with local manufacturer and distributor DL (which was founded in 2004 by a Chinese immigrant) as the local partner to manage its operation and distribution in Brazil.  Xiaomi already has stores in Chile, Colombia, and Mexico." - Tina Lu (Source: Tudo Celular)
    • Heads up - Why Tech Is in a Race for Your Face
    • Oct 1, 2019
    • "A battle for your face has begun with a voice assistant, the next big platform in tech. As Apple Watch’s success shows, the most common wearable dev... View More
      "A battle for your face has begun with a voice assistant, the next big platform in tech. As Apple Watch’s success shows, the most common wearable device has been a watch so far. However, tech giants are getting more serious about earbuds and smart glasses now. Amazon recently introduced 14 new devices at the Amazon 2019 Hardware Event and of those, Echo Buds is the most noteworthy. Amazon has had success with its Alexa assistant in the home smart speaker market so far. But now the company wants Alexa to leave home with Echo Buds, its first true wireless earbuds. Microsoft and Google are also expected to announce their own true wireless earbuds with their AI voice assistants and a range of voice-powered software in October. Even though Apple will keep leading the market, for the time being, thanks to its loyal base of hardware users and its sticky ecosystem of devices and software, the true wireless market will get more dynamic and energetic, driven by the new entrants. The new launches may also be strong enough to threaten the current second-tier premium brands, including Samsung, Jabra, Bose, and Beats." - Liz Lee (Source: BBC)
    • Access in Alliance with Bosch for Android-based In...
    • Sep 24, 2019
    • "Japanese infotainment solution provider Access has launched its new Android-based in-car platform, Access Twine4Car which will be availabile&nbs... View More
      "Japanese infotainment solution provider Access has launched its new Android-based in-car platform, Access Twine4Car which will be availabile for Bosch's in-vehicle infotainment system (IVI). The partnership between Access and Bosch extends Access’ core platform with a flexible app solution that provides media sharing and multi-device synchronized content playback. Access Twine4Car is a solution that combines white-labeled content streaming service with an infotainment services platform and comes as an automotive app store, enabling OEMs to deliver extended functionality over the vehicle's lifetime without the need for costly OTA updates." - Vinay Piparsania (Source: ET Auto)

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