Technology Bulletin

    • Apple Dismisses Over 200 Employees from Its Autono...
    • Jan 29, 2019
    • "In a rare confirmation, an Apple representative has acknowledged these layoffs, citing internal restructuring being undertaken under the new leadership. I... View More
      "In a rare confirmation, an Apple representative has acknowledged these layoffs, citing internal restructuring being undertaken under the new leadership. In August 2018, Doug Field, a former Tesla VP Engineer and Apple veteran had returned to lead the Titan team, alongside Bob Mansfield. In a similar manner, Apple had cut back on Project Titan in 2016, when hundreds of the team were reassigned/fired, “shifting strategies" shortly after Mansfield took over the reins. Based at a top-secret facility in Sunnyvale, California, Titan had counted well over 1,000 employees at its peak, with experts in automotive hardware/software reimagining automobiles. Apple has been testing prototype technology with a fleet of SUVs, fitted with sensor arrays, GPS equipment andcameras, in and around the San Francisco Bay Area, for a while now. Realizing that the autonomous project is perhaps more distracting than initially thought, Apple may just be cutting its losses. Downsizing Titan now could be a sign that Apple’s management and shareholders are looking to stay focused on profitability/costs, by concentrating on their core products and technology. Based on current business indicators, they also need to go further, and faster, and be two steps ahead of existing competitors. Do believe Apple is focusing on getting its mojo back." - Vinay Piparsania (Source: CNBC)
    • Ericsson Willing to Reduce 5G Royalty Charges for ...
    • Jan 22, 2019
    • "Ericsson has announced that it would be willing to reduce its 5G royalty charges to $2.5 per device, half of what it was meant to charge originally, ... View More
      "Ericsson has announced that it would be willing to reduce its 5G royalty charges to $2.5 per device, half of what it was meant to charge originally, i.e $5 per device. The move is to assist smartphone players in emerging countries like India. The intention to reduce the royalty would lower the ASP of 5G phones in emerging markets that are price sensitive. This could accelerate 5G device adoption and eventually 5G network infrastructure in emerging countries." -Shobhit Srivastava (Source: Gadgets Now)
    • EU Digital Tax on Google, Facebook Soon
    • Jan 22, 2019
    • "As per the recent comments by finance minister of France, EU is likely to finalize a new tax regime on digital tech companies by March 2019, including Goo... View More
      "As per the recent comments by finance minister of France, EU is likely to finalize a new tax regime on digital tech companies by March 2019, including Google and Facebook. The proposed taxation system would impose 3% temporary turnover tax on companies with 750 million+ euros global turnover and 50 million+ euros in EU sales. The new tax is an attempt to check business model of digital companies, which allows them to take advantage of lower tax rates around the globe. Digital companies profit from selling or advertising to consumers in other countries without paying the same taxes as their domestic counterparts. " - Hanish Bhatia (Source: Bloomberg Tax)
    • Netflix Beats on Subscriber Growth, but Misses Sli...
    • Jan 22, 2019
    • "On fundamentals, Netflix had a successful year. The company gave a new metric this quarter estimating they have 10% of US viewership. The other expectatio... View More
      "On fundamentals, Netflix had a successful year. The company gave a new metric this quarter estimating they have 10% of US viewership. The other expectation coming from the sector is an increase in spending. In Netflix's case, this means content spend of over $15b. The strong will become stronger and this will hurt new, small OTT offerings such as Apple, Disney, and AT&T unless their spend is massive." - Jeff Fieldhack (Source: CNBC)
    • Xiaomi Pursuing US$1.46 bn ‘AIoT’ Expansion Strate...
    • Jan 22, 2019
    • "Xiaomi is trying hard to change its positioning as a smartphone OEM to an internet service company. Its stock has plummeted to an all-time low last week w... View More
      "Xiaomi is trying hard to change its positioning as a smartphone OEM to an internet service company. Its stock has plummeted to an all-time low last week when a six-month lockup period following its IPO expired. It is also facing headwinds in the domestic smartphone market and as a result couple of announcements in the past few weeks have been around its ecosystem strategy. We believe that it has identified some good product categories in the IoT space. However, the higher dependency on the home market will remain. To tap markets outside China it needs to identify specific categories and strike relevant local partnerships to succeed" - Tarun Pathak (Source: Asia Times)
    • Rakuten is Building the World’s First End-To-End C...
    • Jan 22, 2019
    • "Japan's internet giant Rakuten is building a 100% virtualized next generation network which will pave the way for it to launch a 5G Standalone (SA) ne... View More
      "Japan's internet giant Rakuten is building a 100% virtualized next generation network which will pave the way for it to launch a 5G Standalone (SA) network. Rakuten believes 5G NR SA is the real deal similar to China Mobile's view and would like to use 'network slicing' to build differentiated services and targeted customer experiences. Watch out for this trend where MVNOs, Internet companies without any legacy network baggage can launch a fully virtualized advanced mobile network and leapfrog traditional operators with broader scale differentiated internet services." - Neil Shah (Source: Rakuten)
    • Geely, CATL to Set Up Lithium Battery JV
    • Jan 15, 2019
    • "Geely Automobile Holdings and Contemporary Amperex Technology (CATL) have announced forming a JV called CATL Geely Power Battery Co. Ltd for production an... View More
      "Geely Automobile Holdings and Contemporary Amperex Technology (CATL) have announced forming a JV called CATL Geely Power Battery Co. Ltd for production and sales of batteries, battery modules, and battery packs. With Geely intending to launch 40 new electric vehicles on the market by 2020, the creation of this JV is no doubt a critical strategy to ensure stable local supply and reduce procurement prices to enhance competitiveness for Geely Auto’s next generation of electrified vehicles. Geely Auto already holds more than 300 patents in new energy core technologies and already offers MHEV mild hybrid, HEV hybrid, and PHEV plug-in hybrid products in its range. In China, everything seems to be moving faster on EV development than anywhere else in the world." - Vinay Piparsania (Source: Electrive)
    • Samsung’s Exynos Auto V9 Processor in Audi Cars to...
    • Jan 15, 2019
    • "Samsung Electronics Co. has announced tieing up with Audi AG to supply automotive processors designed for in-vehicle infotainment systems. Samsung’s... View More
      "Samsung Electronics Co. has announced tieing up with Audi AG to supply automotive processors designed for in-vehicle infotainment systems. Samsung’s Exynos Auto V9 Chip will manage not only in-vehicle infotainment (IVI) solutions for Audi cars, but will also provide drivers with details on the vehicle's performance on a real-time basis. The Exynos Auto V9 enables IVI solution to control six displays simultaneously and supports up to 12 cameras. In addition, three graphics processing units make it capable of running multiple applications simultaneously. Neural processing units will also, promptly and accurately, process drivers' voice, face and movements to provide optimized information. The announcement highlights Samsung’s growing ambitions to stay at the forefront of the automotive infotainment market and diversify its chips business, as revenue from its mobile phones drops. Two years earlier, Samsung had also acquired Harman International Industries, a U.S.-based automotive-technology manufacturer, for $8 billion." - Vinay Piparsania (Source: Venture Beat)
    • Ford Plans New Cellular Vehicle-To-Everything, C-V...
    • Jan 15, 2019
    • "Announced at CES 2019, Ford Motor Co. plans to roll out C-V2X wireless technology, that will augment sensors used in its proposed autonomous cars, making&... View More
      "Announced at CES 2019, Ford Motor Co. plans to roll out C-V2X wireless technology, that will augment sensors used in its proposed autonomous cars, making the view from radars and cameras more comprehensive. The new technology enables sharing data, such as car's location,the color of a traffic light, road signs and pedestrian's crossing, with other vehicles. With high-speed 5G networks available at the time, C-V2X, if fitted by other vehicles and city infrastructure, can significantly facilitate the development of smart cities. However, costs of installation/maintenance for budget-constrained governments and requirement for pedestrian's to be carrying smartphones to receive/send signals could prove to be burdensome and unreasonable." - Vinay Piparsania (Source: CNN Business)
    • Alibaba's Tmall Genie Voice Assistant to Be Introd...
    • Jan 15, 2019
    • "At CES 2019, Alibaba and BMW have announced using the Chinese giant's voice assistant, Tmall Genie, by BMW customers in China by the end of 2019. The ... View More
      "At CES 2019, Alibaba and BMW have announced using the Chinese giant's voice assistant, Tmall Genie, by BMW customers in China by the end of 2019. The move extends BMW’s Connected service, which is already integrated with other Tmall Genie-compatible devices. The new feature allows customers to use the BMW display screen, serving up text and images. Integration with Alibaba's Tmall Genie in BMW vehicles in China opens up new possibilities in terms of intelligent connectivity between the vehicle and customer’s digital touchpoints. BMW Connected is currently used by 1.5 million customers. Alibaba claims to have sold over 5 million Tmall Genie units since its launch in 2017." - Vinay Piparsania (Source: BMW Group)

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