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Technology Bulletin

    • iPhone 12 Launch Draws Mixed Reaction in China
    • Oct 19, 2020
    • Apple's iPhone 12 launch drew mixed reactions in mainland China on Wednesday, with fans cheering a 5G model for their favourite brand while others planned t... View More
      Apple's iPhone 12 launch drew mixed reactions in mainland China on Wednesday, with fans cheering a 5G model for their favourite brand while others planned to wait for upcoming devices from local rivals like Huawei… In its second-largest market by revenue, Apple's announcement was feverishly discussed on social media. With over 6 billion views, the tag 'iPhone12' ranked as the no. 1 topic on China's Twitter-like Weibo. (Gadgets 360, October 14) Mengmeng Zhang's key takeaways:  Loyal 4G iPhone upgraders and the Huawei vacuum is likely to bring domestic launch success for Apple.  In fact, globally, we see iPhone 12 family sell-in to be larger than the iPhone 11 opening year sell-in, despite launching a month later.  Yes there’s some tit-for-tat trade risk from China, but at this point, we don’t think Beijing will enact restrictions significantly impacting long term domestic manufacturing.
    • Verizon Announces Its Nationwide 5G Network
    • Oct 19, 2020
    • Verizon is making a big expansion of its 5G network: the carrier is now rolling out nationwide support for the new networking standard, which will reach more th... View More
      Verizon is making a big expansion of its 5G network: the carrier is now rolling out nationwide support for the new networking standard, which will reach more than 200 million people… The new DSS 5G network means that Verizon can now support sub-6GHz 5G and offer phones that only support that version of the networking standard. (The Verge, October 13) Jeff Fieldhack's key takeaways:  The rollout via Dynamic Spectrum Sharing lets Verizon instantly catch up to AT&T and TMO on 5G rollout brags.  The marketing wars have now begun with all carriers offering $500-$800 rebates on iPhones.  Clearly this helps with the Apple 5G launch as there is significant pent-up demand from iOS subs waiting to upgrade to the 12.
    • Equinix Collaborates with Nokia for Global IoT Pla...
    • Sep 28, 2020
    • Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company, today announced it has been selected as a strategic supplier for Nokia's World... View More
      Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company, today announced it has been selected as a strategic supplier for Nokia's Worldwide IoT Network Grid (WING) managed service, in a collaboration to bring next-generation edge architectures and services to market. WING allows operators without an IoT footprint to gain fast entry to the IoT market or to help operators expand an existing IoT business. (PR Newswire, September 23) Gareth Owen's key takeaways:  Highlights the trend of big colo providers expanding their edge footprints, positioning as neutral interconnects between big cloud networks and SPs and enterprise networks.  As Nokia diversifies into services, Equinix provides broader reach with its access to 10,000 businesses – including more than 1,800 networks and 3,000 enterprises.
    • Smart Cities in India: Framework for ICT Infrastru...
    • Sep 28, 2020
    • The White Paper highlights the Role of digital technologies for smart cities, discusses the key smart solutions, deliberates the need of Global Standardization ... View More
      The White Paper highlights the Role of digital technologies for smart cities, discusses the key smart solutions, deliberates the need of Global Standardization and connectivity related aspects specific to smart cities, and tries to identify the framework for ICT Infrastructure for the success of Smart Cities Mission in India. (Telecom Regulatory Authority of India, September 22) Priya Joseph's key takeaways:  Security and privacy are major themes across the whitepaper, with the word ‘security’ mentioned over 100 times.  This highlights security in IoT and newer tech products and services is not just a feature, but a priority.  The paper also calls for a framework to allocate a unique, secure and un-cloneable identity to every device connected to the ‘Civic and/or Critical Infrastructure’, and an Addressing Scheme to allocate unique addresses to each device connected in any network.
    • Ericsson Accelerates 5G for Enterprise With Acquis...
    • Sep 28, 2020
    • Ericsson (NASDAQ: ERIC) has agreed to acquire Cradlepoint, the US-based market leader in Wireless Edge WAN 4G and 5G Enterprise solutions. The investment is key... View More
      Ericsson (NASDAQ: ERIC) has agreed to acquire Cradlepoint, the US-based market leader in Wireless Edge WAN 4G and 5G Enterprise solutions. The investment is key to Ericsson’s ongoing strategy of capturing market share in the rapidly expanding 5G Enterprise space. Cradlepoint complements Ericsson’s existing 5G Enterprise portfolio which includes Dedicated Networks and a global IoT platform. (Ericsson PR, September 18) Gareth Owen's key takeaways:  A small acquisition for Ericsson, but in an area they have little presence – the US enterprise market; there is very little overlap here.   Although Cradlepoint’s revenue does not add much to Ericsson’s top or bottom line, the wireless WAN edge market is growing fast and could become a very profitable acquisition. A key issue is how this could be perceived by core MNO customers if Ericsson is deemed to be competing with them.
    • Intel Gets U.S. Licences to Supply Some Products t...
    • Sep 28, 2020
    • Intel Corp has received licences from U.S. authorities to continue supplying certain products to Huawei Technologies, an Intel spokesman said on Tuesday. Last w... View More
      Intel Corp has received licences from U.S. authorities to continue supplying certain products to Huawei Technologies, an Intel spokesman said on Tuesday. Last week China’s Semiconductor Manufacturing International Corporation confirmed it had also sought permission to continue servicing Huawei. SMIC uses U.S.-origin equipment to make chips for Huawei and other companies. South Korean chipmaker SK Hynix also applied for U.S. licence for Huawei sales, but it has not yet gained approval, a person familiar with the matter said. (Reuters, September 22) Shobhit Srivastava's key takeaways:  These components are likely destined for Huawei’s notebook business – a relatively small unit.  A change of the current US administration may be the best hope Huawei has for a reversal of policy which is destroying their handset business.
    • Payments Giant Paytm Says Google’s Android Monopol...
    • Sep 28, 2020
    • Google’s monopoly over Android — the mobile operating system used by most smartphones around the world — is a major concern for Indian start-u... View More
      Google’s monopoly over Android — the mobile operating system used by most smartphones around the world — is a major concern for Indian start-ups, a top executive at online payments firm Paytm said Tuesday. Last Friday [Sep 18], the app was temporarily removed from the Google Play Store. Paytm said the U.S. tech giant told the Indian tech firm its app contained “content that doesn’t comply with (Google’s) Gambling policy.” (CNBC, September 22) Arushi Chawla's key takeaways:  Obviously parallels here with Epic Games’ legal battle with Apple, though Paytm has yielded by removing a ‘cashback’ campaign to get back into the Google Play Store.  With 95% of Indian smartphone users on Android, Google is in a powerful but delicate position. India’s antitrust body has been looking into allegations Google is unfairly promoting the Google Pay app domestically.   Stay tuned for more on this. When Paytm’s founder was asked if he would take legal recourse against Google he answered all options were open.
    • QuantumScape to Go Public via SPAC
    • Sep 8, 2020
    • QuantumScape, a solid-state battery developer for electric vehicles (EV), went public through a merger agreement with Kensington Capital Acquisition Corp at an ... View More
      QuantumScape, a solid-state battery developer for electric vehicles (EV), went public through a merger agreement with Kensington Capital Acquisition Corp at an enterprise valuation of $3.3 billion. (QuantumScape) Soumen's key takeaways:  QuantumScape is another venture-backed EV start-up to follow the SPAC method to go public instead of a traditional IPO, which proves to be costlier and lengthy. The other EV start-ups taking this route in recent times include Nikola, Canoo, Fisker and Lordstown Motors. Volkswagen-backed QuantumScape needed capital for starting commercialization of its solid-state battery, which is considered a replacement for the lithium-ion battery in the EV industry. Any delay in this commercialization will help other technologies, like hydrogen fuel cell, in capturing the EV market. This joining of forces between a battery developer and an automotive investment company will help QuantumScape to create a sustainable business strategy for the long term.
    • EV Market Share Hits 7.2% in Europe in Q2 2020
    • Sep 8, 2020
    • More than 129,000 new EVs (BEVs and PHEVs) were registered in the EU during Q2 2020, up 53.3%, according to the European Automobile Manufacturers Association. ... View More
      More than 129,000 new EVs (BEVs and PHEVs) were registered in the EU during Q2 2020, up 53.3%, according to the European Automobile Manufacturers Association. (Electric Cars Report) Aman's key takeaways:  Automakers are pushing EV sales as 2020 is the target year for EU CO2 emission standards, which limit average CO2 emissions per kilometre per new car sold. In some countries, pro-EV policies introduced during 2019 and 2020 are benefiting sales. EV sales will recover faster (compared to conventional cars) going forward as governments try to meet emission targets, revive the economy and generate more jobs.
    • Groupe PSA Enters Battery Production in Tie-Up Wit...
    • Sep 8, 2020
    • Groupe PSA has entered into a partnership with Total to start a new venture, Automotive Cells Company, for manufacturing batteries. (PSA Media Center) Sou... View More
      Groupe PSA has entered into a partnership with Total to start a new venture, Automotive Cells Company, for manufacturing batteries. (PSA Media Center) Soumen's key takeaways:  The COVID-19 pandemic has accelerated the plans to build a local supply chain to mitigate risks from a globalised supply chain. This venture will help the EU region in having enough battery capacity to meet the growing demand from EVs. With oil reservoirs depleting and global sentiments against polluting fuels, Total is looking for an alternative business. It had already entered the EV charging infrastructure business. This investment in battery production will help Total create an integrated business infrastructure. With its focus on EVs, Groupe PSA also needs to focus on developing high-performance Li-ion batteries.

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