Technology Bulletin

    • Tesla Model 3 Reaches Top Three in the UK
    • Sep 10, 2019
    • "During August, a traditionally slow month for car sales in the UK, the Model 3 sold more than 2,000 units, propelling it to third place overall just behin... View More
      "During August, a traditionally slow month for car sales in the UK, the Model 3 sold more than 2,000 units, propelling it to third place overall just behind the VW Golf and Ford Fiesta. The position is flattering because a right-hand drive version has not been available for a long time and therefore August’s sales include fulfillment of back-orders. But despite the strong sales growth, pure EVs still only made up 1.1% of UK car sales in the year to date. The Tesla Model 3 has also fared well in Europe where it was the best selling EV in the first six months of the year, ahead of the Renault Zoe and Nissan Leaf. But sales in recent months in countries like Italy and Germany have dropped off quite sharply, with Italy only registering 71 units to keep the Model 3 at the 493rd position in the month. Nevertheless, EV sales were up 88% in the first half of 2019 compared to the same period in 2018." - Peter Richardson (Source: The Guardian)
    • New MVNO Entering the Mexican Market Will Only Off...
    • Sep 3, 2019
    • "Elektra, one of the largest retail chains in Mexico, just launched, Ouifi, a mobile virtual network operator (MVNO) that will only offer WiFi services. It... View More
      "Elektra, one of the largest retail chains in Mexico, just launched, Ouifi, a mobile virtual network operator (MVNO) that will only offer WiFi services. It will offer only three services, wireless modem, mobile WiFi devices, and a surveillance kit. Elektra will do the sales and distribution of the service, while Altan Redes, the shared public 4G-LTE network, will provide the internet service. M4 Connectivity will provide the devices. Altan Redes is a public-private-partnership (PPP) project, between private partners and the Mexican government. In 2016, it was allocated 90MHz from the 700 MHz frequency band, and it started to build the network in 2017. Currently, its coverage already spans 56 million or 46% of the population. It has the target of 70% coverage by the beginning of 2021. The sharing of network by Altan Redes will allow more MVNOs to enter to this semi-monopolistic market." - Tina Lu (Source: Expansion)
    • Xiaomi to Buy Back Shares Worth $1.5 Billion
    • Sep 3, 2019
    • "Xiaomi has announced that it will buy back its shares worth $1.5 billion. The buyback plan comes as the company has lost nearly a third of its value since... View More
      "Xiaomi has announced that it will buy back its shares worth $1.5 billion. The buyback plan comes as the company has lost nearly a third of its value since it started trading on the Hong Kong stock exchange. This move by Xiaomi will help investors gain confidence and stabilize its stock price. The slowing smartphone market and Xiaomi's position in its home market, China, are some of the main concerns resulting in the company’s valuation. " - Shobhit Srivastava (Source: Reuters)
    • Drone Market Economics Don't Add Up
    • Sep 3, 2019
    • "Drones promised to radically change multiple industries from agriculture to logistics. Many start-ups and even more established companies are now finding ... View More
      "Drones promised to radically change multiple industries from agriculture to logistics. Many start-ups and even more established companies are now finding it hard to make money. Drones can revolutionize agriculture, but farms are heavily integrated operations that work at the system level. Providing detailed analytics of soil condition or plant health is helpful, but only if the response is equally nuanced. Many farms are not ready for this level of innovation yet. In logistics, issues of payload, utilization rates, and stifling regulations mean that drones are still mostly at the vision and proof of concept stage. Drones can work well in multiple situations, but the flight path ahead remains turbulent." - Peter Richardson (Source: Bloomberg)
    • Apple Products Under Pricing Pressure as New 15% T...
    • Sep 3, 2019
    • "A fresh 15% tariff on Chinese imports came into effect just after midnight on Sunday, September 1. This will apply to hundreds of household goods and cons... View More
      "A fresh 15% tariff on Chinese imports came into effect just after midnight on Sunday, September 1. This will apply to hundreds of household goods and consumer tech products. One of the big-names which faces an immediate impact is Apple, as most of its iPhone, iPad, Watch are Chinese imports. Though the company is looking for new locations like Vietnam and India to reduce dependency on China for manufacturing, it will not be able to move immediately. The additional import duty will likely pass on to the consumer in the US. In the past, the company had passed on additional tariffs to consumers in India when full smartphone imports faced a 20% additional import duty. This is likely to affect its volumes in the home market, which is already facing slow growth for new smartphone sales." - Pavel Naiya (Source: Tech Crunch)
    • Launch of Commercial CBRS Services in US Imminent
    • Sep 3, 2019
    • "September should herald the start of commercial services in the 3.5 MHz Citizens Broadband Radio Services (CBRS) spectrum band in the US. The CBRS band is... View More
      "September should herald the start of commercial services in the 3.5 MHz Citizens Broadband Radio Services (CBRS) spectrum band in the US. The CBRS band is a 150 MHz slice of spectrum available for use on a shared and unlicensed basis. Critically, it will allow a wide range of different types of companies from cable companies and fixed telecom operators to private enterprises to develop their own private LTE networks without the involvement of the big mobile operators. Companies eyeing opportunities in this band include Amazon and Google as well as many private enterprises looking to use the spectrum to build LTE and 5G private networks for IoT and IIoT applications. The CBRS spectrum could ultimately enable Amazon, Google, and others to build out an IoT platform that would completely bypass the incumbent mobile operators. Mobile operators are also heavily engaged as the spectrum would enable them to increase network speeds and capacity by combining transmission in the CBRS spectrum with other licensed spectrum bands via carrier aggregation technology. In fact, Verizon is already selling CBRS-capable handsets. The formal launch of services in the General Authorized Users (GAA) category is expected to occur on September 18th in selected locations following completion of all interference tests." - Gareth Owen (Source: GlobeNewsWire)
    • New MVNO Entering the Mexican Market Will Only Off...
    • Sep 3, 2019
    • "Elektra, one of the largest retail chains in Mexico, just launched, Ouifi, a mobile virtual network operator (MVNO) that will only offer WiFi services. It... View More
      "Elektra, one of the largest retail chains in Mexico, just launched, Ouifi, a mobile virtual network operator (MVNO) that will only offer WiFi services. It will offer only three services, wireless modem, mobile WiFi devices, and a surveillance kit. Elektra will do the sales and distribution of the service, while Altan Redes, the shared public 4G-LTE network, will provide the internet service. M4 Connectivity will provide the devices. Altan Redes is a public-private-partnership (PPP) project, between private partners and the Mexican government. In 2016, it was allocated 90MHz from the 700 MHz frequency band, and it started to build the network in 2017. Currently, its coverage already spans 56 million or 46% of the population. It has the target of 70% coverage by the beginning of 2021. The sharing of network by Altan Redes will allow more MVNOs to enter to this semi-monopolistic market." - Tina Lu (Source: Expansion)
    • Xiaomi to Buy Back Shares Worth $1.5 Billion
    • Sep 3, 2019
    • "Xiaomi has announced that it will buy back its shares worth $1.5 billion. The buyback plan comes as the company has lost nearly a third of its value since... View More
      "Xiaomi has announced that it will buy back its shares worth $1.5 billion. The buyback plan comes as the company has lost nearly a third of its value since it started trading on the Hong Kong stock exchange. This move by Xiaomi will help investors gain confidence and stabilize its stock price. The slowing smartphone market and Xiaomi's position in its home market, China, are some of the main concerns resulting in the company’s valuation. " - Shobhit Srivastava (Source: Reuters)
    • Drone Market Economics Don't Add Up
    • Sep 3, 2019
    • "Drones promised to radically change multiple industries from agriculture to logistics. Many start-ups and even more established companies are now finding ... View More
      "Drones promised to radically change multiple industries from agriculture to logistics. Many start-ups and even more established companies are now finding it hard to make money. Drones can revolutionize agriculture, but farms are heavily integrated operations that work at the system level. Providing detailed analytics of soil condition or plant health is helpful, but only if the response is equally nuanced. Many farms are not ready for this level of innovation yet. In logistics, issues of payload, utilization rates, and stifling regulations mean that drones are still mostly at the vision and proof of concept stage. Drones can work well in multiple situations, but the flight path ahead remains turbulent." - Peter Richardson (Source: Bloomberg)
    • Launch of Commercial CBRS Services in US Imminent
    • Sep 3, 2019
    • "September should herald the start of commercial services in the 3.5 MHz Citizens Broadband Radio Services (CBRS) spectrum band in the US. The CBRS band is... View More
      "September should herald the start of commercial services in the 3.5 MHz Citizens Broadband Radio Services (CBRS) spectrum band in the US. The CBRS band is a 150 MHz slice of spectrum available for use on a shared and unlicensed basis. Critically, it will allow a wide range of different types of companies from cable companies and fixed telecom operators to private enterprises to develop their own private LTE networks without the involvement of the big mobile operators. Companies eyeing opportunities in this band include Amazon and Google as well as many private enterprises looking to use the spectrum to build LTE and 5G private networks for IoT and IIoT applications. The CBRS spectrum could ultimately enable Amazon, Google, and others to build out an IoT platform that would completely bypass the incumbent mobile operators. Mobile operators are also heavily engaged as the spectrum would enable them to increase network speeds and capacity by combining transmission in the CBRS spectrum with other licensed spectrum bands via carrier aggregation technology. In fact, Verizon is already selling CBRS-capable handsets. The formal launch of services in the General Authorized Users (GAA) category is expected to occur on September 18th in selected locations following completion of all interference tests." - Gareth Owen (Source: GlobeNewsWire)

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