Technology Bulletin

    • GM, Ford and Toyota Came Together in US to Help Cr...
    • Apr 9, 2019
    • "GM, Ford and Toyota have come together with SAE International (Society of Automotive Engineers) to establish “safety guiding principles to help info... View More
      "GM, Ford and Toyota have come together with SAE International (Society of Automotive Engineers) to establish “safety guiding principles to help inform standards development.” The group will be established as an Automated Vehicle Safety Consortium. The aim of the group is to help regulators and companies frame adequate protocols to enable and expedite the availability of autonomous cars on the road. Technology companies and startups are moving ahead of traditional car companies to create Level 4 autonomous vehicles. This consortium is an attempt by traditional players to create a lobby for influencing regulators and create rules in their favor. I suspect that more traditional car companies will be joining hands with this consortium." - Shobhit Srivastava (Source: Reuters)
    • Learning to Drive, Autonomously, in a Day
    • Apr 9, 2019
    • "Wayve claims to be approaching the autonomous driving problem from a different angle than other autonomous driving (AD) companies. Wayve wants to do away ... View More
      "Wayve claims to be approaching the autonomous driving problem from a different angle than other autonomous driving (AD) companies. Wayve wants to do away with expensive sensor arrays, 3D maps, and massive computing power. It is instead relying on relatively simple computer vision and deep learning models. I can't help feeling that Waymo et al., must also have considered this as an approach, even if only as a tangential line of thinking. The problem with AD is the environments in which cars have to operate contains an almost infinite number of variables - even if the basic pattern of driving is fairly straightforward. It's the variables that make it hugely complex for machines to drive safely. If Wayve can make it work, however, it would dramatically reduce the costs and development time for making autonomous driving a reality." - Peter Richardson (Source: Slash Gear)
    • Claro Brazil, the First Carrier to Roll out eSIM S...
    • Apr 2, 2019
    • "Claro Brazil announced that it will roll out eSIM support for smartphones and smartwatches from March 29th. It is the first carrier in Brazil and LATAM to... View More
      "Claro Brazil announced that it will roll out eSIM support for smartphones and smartwatches from March 29th. It is the first carrier in Brazil and LATAM to kick off this service. Vivo (Telefonica Brazil) also announced, in the same week, that it will support eSIM, but only for smartwatches. iPhone XS and iPhone XR have both been launched in Brazil in November 2018. However, their eSIM versions were not working until now. Chile will be the second country to launch eSIM services. Movistar Chile announced at MWC 2019 that it would launch eSIM services in March. On March 29th, it announced that eSIM is available in only one carrier store. So far, no other carrier in LATAM has announced a clear plan for eSIMs. However, Mexico could soon launch eSIMs as it is a leading market for iPhones in LATAM." - Tina Lu (Source: Canal Tech)
    • The First Wave of 5G Smartphones to Finally Be Ava...
    • Apr 2, 2019
    • "Around MWC, we saw a number of 5G smartphones unveil. The first wave of 5G smartphones are finally going to be sold later this week in South Korea from Sa... View More
      "Around MWC, we saw a number of 5G smartphones unveil. The first wave of 5G smartphones are finally going to be sold later this week in South Korea from Samsung and LG. Both the devices will cost north of US$1,000. This is because the cost deltas for adding 5G connectivity and IP royalties between 4G to 5G phones are estimated to be in the range of US$80-US$120. Added to this are marketing costs. Depending upon the regions (testing, certifications, duties) and variants (mmWave or sub-6GHz or both), we will see such cost deltas appearing in the first wave of devices. Further, with subsidies almost non-existent in 5G versus 4G era, it remains to be seen how is the uptake for these new devices initially. Marketing push and attractive 5G data plans pricing from carriers will be key for 5G smartphones to reach tens of millions of shipments this year." - Neil Shah (Source: Samsung Newroom)
    • NVIDIA to Acquire Mellanox for $6.9 Billion
    • Apr 2, 2019
    • "NVIDIA said that it will acquire Mellanox for US$6.9 Billion to boost its data center business. Mellanox has a market capitalization of around US$6 Billio... View More
      "NVIDIA said that it will acquire Mellanox for US$6.9 Billion to boost its data center business. Mellanox has a market capitalization of around US$6 Billion and is the dominant supplier of InfiniBand technology, a networking standard commonly used in supercomputers. NVIDIA is witnessing a decline in the gaming GPU business in recent quarters. The advent of cloud gaming means that the decline will continue. Therefore, NVIDIA is boosting its data center business to offset the shrinking gaming business. Data center revenues are 25% of NVIDIA’s total revenues. It wants to increase this share." - Prachir Singh (Source: NVIDIA News)
    • ON Semiconductor Acquires Quantenna for US$1 Billi...
    • Apr 2, 2019
    • "ON Semiconductor announced the acquisition of California-based semiconductor firm, Quantenna Communications. Quantenna sells WiFi chips and software used ... View More
      "ON Semiconductor announced the acquisition of California-based semiconductor firm, Quantenna Communications. Quantenna sells WiFi chips and software used in routers and other electronic devices. The acquisition will help expand ON Semiconductors's chip portfolio, which currently consists of wireless RF transceivers supporting protocols such as Bluetooth, Sigfox, ZigBee, Thread, 6LoWPAN and others. The company wants to strengthen its portfolio in automotive and industrial market segments for low-power connectivity solutions." - Hanish Bhatia (Source: Fierce Wireless)
    • China’s Shoppers Spent Record $41.5T on Their Phon...
    • Apr 2, 2019
    • "China's mobile payment transactions have hit a record US$41.5 trillion, a 14x increase in the past five years. Many users have adopted digital payment... View More
      "China's mobile payment transactions have hit a record US$41.5 trillion, a 14x increase in the past five years. Many users have adopted digital payments as their primary financial tool, skipping plastic/paper money altogether. This is similar to the adoption of mobile phones as a primary medium for internet consumption, skipping PC's and desktops. Alipay and WeChat dominate the space with both capturing 90% of the expenditure." - Tarun Pathak (Source: Tech in Asia)
    • Supply Chain Witnessing Rising Orders for True Wir...
    • Apr 2, 2019
    • "According to our latest hearables (true wireless buds) research, the global hearable market is set to climb to 129 million units in 2020 from 35 mill... View More
      "According to our latest hearables (true wireless buds) research, the global hearable market is set to climb to 129 million units in 2020 from 35 million units in 2018. Apple dominates thismarket with more than 60% share. A transition is happening towards wireless buds due to growing convenience, better sound quality, portability, intelligent assistant integration, and other such features. The dearth of headphone jacks in smartphones has accelerated this trend. Our primary research from the Consumer Lens service also confirmed significant interest in true wireless buds for the above-mentioned factors. Spending more time on phones for content consumption has been the other big driver. Key components players riding high on this trend are Realtek, MJC, Cypress, Qualcomm, ST Micro, Holtek (for SoCs), Maxim, Knowles, Goertek (audio), TI (PMIC), and others."- Neil Shah (Source: Digitimes)
    • Uber Set to Acquire Middle-East Based Ride Hailing...
    • Mar 26, 2019
    • "Uber continues to expand inorganically into new markets. It is set to acquire Dubai-based ride-hailing startup Careem for US$3.1 billion ahead of its expe... View More
      "Uber continues to expand inorganically into new markets. It is set to acquire Dubai-based ride-hailing startup Careem for US$3.1 billion ahead of its expected IPO at NYSE in April 2019. Careem currently operates in Saudi Arabia, UAE, Kuwait, Egypt, Sudan, Iraq, Jordan, Turkey, Morocco, Israel, Lebanon, and Pakistan. Uber has been cautious to enter emerging ride-hailing markets while it realigns its portfolio ahead of its IPO. Earlier, it existed China and several countries in South East Asia. In China, it sold its business to local player DiDi Chuxing and it also acquired a stake in Singapore-based Grab by selling its South East Asia operations. The ride-hailing giant is primarily relying on local players to remain invested in complex markets." - Hanish Bhatia (Source: Bloomberg)
    • Toyota Utilising Nvidia's Autonomous Simulation Pl...
    • Mar 26, 2019
    • "Nvidia has announced its advanced virtual simulated proving ground “Drive Constellation” is now available for validating autonomous vehicles. ... View More
      "Nvidia has announced its advanced virtual simulated proving ground “Drive Constellation” is now available for validating autonomous vehicles. Toyota Research Institute would be its first user. Advanced simulators are critical for rapidly moving ahead on autonomous vehicle development. Simulation provides the ability to accumulate over a million miles of driving daily. And this can be done economically and safely, without the need for thousands of test vehicles. They are also far more programmable, simulating multiple user conditions easily. This is a big step forward for proving autonomous vehicle capabilities indeed." - Vinay Piparsania (Source: Nvidia)

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