Technology Bulletin

    • Intel CES 2019 Keynote
    • Jan 8, 2019
    • "Intel finally announced 10nm computer platforms finally surpassing the 14nm bump and will be shipping products in Q4 2019. They launched six new 10nm i9 p... View More

      "Intel finally announced 10nm computer platforms finally surpassing the 14nm bump and will be shipping products in Q4 2019. They launched six new 10nm i9 processors, Icelake platform from core i3 to i9 which will support Wi-Fi 6, Thunderbolt 3, Gen11 graphics, Sunny Cove and 4K monitor to get thinner and lighter ultrabooks. This alleviates some concern for Intel's dip in computer space this year as AMD, Huawei and Qualcomm move aggressively with targeted PC value propositions." - Neil Shah

      (Source: AnandTech)

    • SAIC Enters the Chinese Ride Hailing Market
    • Jan 1, 2019
    • "Along with selling conventional cars, OEMs will create a small EV ecosystem with EV taxis and charging stations along the route, to gather learnings, befo... View More

      "Along with selling conventional cars, OEMs will create a small EV ecosystem with EV taxis and charging stations along the route, to gather learnings, before mass producing EVs. Current headwinds (the US-China trade, shared mobility threat and declining sales) and peer pressure (Daimler and BMW recently entering the Chinese ride-hailing market) can encourage other OEMs to enter this market.." - Aman Madhok

      (Source: Caixin)

    • Renault Takes a Major Stake In JMEV, a Chinese Car...
    • Jan 1, 2019
    • "Renault has plans to introduce 20 EVs (out for which 8 are BEVs) to double its sales outside Europe by 2022. China is the linchpin for OEMs to achiev... View More

      "Renault has plans to introduce 20 EVs (out for which 8 are BEVs) to double its sales outside Europe by 2022. China is the linchpin for OEMs to achieve their ambitious EV targets. According to Counterpoint’s EV tracker (click here), China would continue to account for a majority of EV sales by 2022. Recently VW formed a JV with JAC to co-develop an EV platform targeting the Chinese market." - Aman Madhok

      (Source: Inside EVs)

    • Hyundai to Invest $880M and to Make EVs in Indones...
    • Jan 1, 2019
    • "Hyundai’s decision to shift its manufacturing base from China to Indonesia is more desperate than strategic, given the low EV adoption rates and lac... View More

      "Hyundai’s decision to shift its manufacturing base from China to Indonesia is more desperate than strategic, given the low EV adoption rates and lack of clear government EV roadmap in Indonesia. Hyundai is facing retaliation from its JV partner, BAIC (Chinese government-owned), against the deployment of US anti-ballistic missile defence system deployed right outside of Seoul. BAIC, wants to source vehicle components from low-cost Chinese suppliers, against Hyundai’s push to source them from Korean ones. Hyundai’s sales to Beijing Taxi (through BAIC) is also at a decline. Low labour costs and abundant nickel supplies are the major factors for Hyundai setting up a manufacturing base in Indonesia." - Aman Madhok

      (Source: Money Control)

    • Bike-Sharing Start-Up Ofo on the Verge of Bankrupt...
    • Jan 1, 2019
    • "Founded in 2014, Ofo, the Alibaba-backed bike-sharing service, having raised over $2.2B and being a poster boy of Chinese start-ups, is considering filing... View More

      "Founded in 2014, Ofo, the Alibaba-backed bike-sharing service, having raised over $2.2B and being a poster boy of Chinese start-ups, is considering filing for bankruptcy. An estimated 10 Million of Chinese Ofo subscribers are currently queued up for refunds of their RMB 99 ($14) deposit, which the company is processing online. Costly battles for market share, with apparently no barriers to entry for smaller new players, have meant Ofo struggling to make a profit. Ofo is estimated to be burning through roughly $25M per month. With Ofo’s survival now at risk, the whole bike-sharing industry will surely turn un-attractive to investors, making it difficult, if at all, for Ofo to find a company to rescue it." - Vinay Piparsania

      (Source: Reuters)

    • SK Innovation Bets on Growing EV Production in Eur...
    • Jan 1, 2019
    • "Turning its focus on the EV battery business, South Korea’s SK Innovation, proposes to boost its production capacity more than tenfold by ... View More

      "Turning its focus on the EV battery business, South Korea’s SK Innovation, proposes to boost its production capacity more than tenfold by 2022, to 55 gigawatt-hours from 4.7 gigawatt-hours a year currently. A supplier of EV batteries to Daimler and Volkswagen, SK Innovation's proposal follows Daimler, stating it would buy more than 20 billion Euros ($23 billion) worth of battery cells by 2030. Daimler and other European automakers are rapidly expanding their EV production, with European regulators tightening regulations on diesel emissions. SK Innovation also stands to benefit from China pledging to increase EV sales quota, while phasing out subsidies for electric and plug-in hybrids by 2020, allowing Chinese carmakers to consider obtaining EV batteries from alternate manufacturers. Currently, EVs with South Korean batteries, are not eligible for subsidies in China." - Vinay Piparsania

      (Source: Reuters)

    • Unsecured Connected Devices
    • Dec 25, 2018
    • "IoT will be a major part of the future business and home life. However, the journey will not be without any challenges and roadblocks ... View More

      "IoT will be a major part of the future business and home life. However, the journey will not be without any challenges and roadblocks and the one which will likely be more troublesome is IoT privacy and security as it has its own evolution and will likely grow at twice the speed of the IoT industry. Even though solutions like home/baby monitoring devices can save a lot of time for the consumer and facilitate the ease of living life, these devices need to be secured from the chip to the cloud level, as it gathers and stores personal life data which is more valuable." - Satyajit Sinha 

      (Source: NBC News)

    • 60GHz 802.11ay Wi-Fi Standards Analogous to Their ...
    • Dec 25, 2018
    • "With 5G coming in the picture, Wi-Fi is also evolving to match the reliable, wire equivalent latency/high responsiveness. The 60 GHz 802.11ay Wi-Fi soluti... View More

      "With 5G coming in the picture, Wi-Fi is also evolving to match the reliable, wire equivalent latency/high responsiveness. The 60 GHz 802.11ay Wi-Fi solutions like its cellular cousin 5G mmWave opens a wide range of opportunities like mobile gaming, Wi-Fi Sensing (proximity presence and room-scale depth, identify objects, movements and precise location), untethered VR, cable replacement and wireless backhaul. In mobile gaming, few smartphones like Asus ROG phone are already offering 60Ghz Wi-Fi for a mobile gaming experience on TV screens along withmulti-gigabit WLAN experience." - Parv Sharma

      (Source: Qualcomm)

    • Apple Could Face a Tough Time in China in The Shor...
    • Dec 25, 2018
    • "Apple could face a backlash in China amid the increasing tension between US and China over the arrest of the Huawei CFO. Some Chinese companies ... View More

      "Apple could face a backlash in China amid the increasing tension between US and China over the arrest of the Huawei CFO. Some Chinese companies are threatening employees that using Apple products could be punishable if caught. This adds to the recent issues that Apple has been facing in China with the district court putting a ban on the sale of older iPhone models. Even though Apple has released a software update to address the issue, it is up to the Chinese government to decide if the software update is enough to resolve the matter. This could put short-term pressure on the iPhone makers as China remains its second largest market after homeland US." - Shobhit Srivastava

      (Source: CNN Business)

    • The Advent of 5G Devices
    • Dec 25, 2018
    • "The race towards 5G devices has already started and the early adopters are the 5G hotspots and Consumer Premise Equipment (5G CPE's). The size of thes... View More

      "The race towards 5G devices has already started and the early adopters are the 5G hotspots and Consumer Premise Equipment (5G CPE's). The size of these devices is fairly bigger than the last generation 4G LTE devices. Larger silicon size, discrete 5G modems and high Bills of Material (BoM) are a few of the broad reasons for 5G not trickling quickly into the handsets segment. However, the initial boost for 5G is going to be the portable hotspots and CPE's and not the smartphones. They will pick up later once the networks are ubiquitous and standalone." - Parv Sharma

      (Source: Ars Technica)

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