Technology Bulletin

    • Lyft’s IPO: a Confidence Test of the Ride Hailing ...
    • Mar 12, 2019
    • "Lyft's IPO filing shows revenue doubled in 2018 to US$2.2 billion, and losses were at US$911 million. Offering no differentiated strategy to profitabi... View More

      "Lyft's IPO filing shows revenue doubled in 2018 to US$2.2 billion, and losses were at US$911 million. Offering no differentiated strategy to profitability and confronting a growing number of established and start-up competitors, targeting a valuation of US$25 billion will be difficult. While Lyft states having nearly 40% of the United States’ ride-sharing market, any further growth will be expensive, taking the company deeper into the red. Though Lyft has attempted increasing its share of booking fees, with competitive fares and drivers seeking higher earnings, there are limits on sustaining such a move. In a bold effort to improve driver relations, Lyft has planned to offer cash bonuses to some drivers, with the option to purchase its shares. The IPO will no doubt prove to be a true indicator of how investors value the ride-hailing industry." - Vinay Piparsania

      (Source: ET Auto)

    • Cobalt Prices in a Free Fall
    • Mar 12, 2019
    • "Cobalt prices fell 40% between November 2018 and February 2019, after surging for the past few years. The decline in prices is due to slowing battery capa... View More

      "Cobalt prices fell 40% between November 2018 and February 2019, after surging for the past few years. The decline in prices is due to slowing battery capacity race and maturing Chinese EV market. Mining companies doubled cobalt capacity during the 2016-2018 period, in response to high demand, and speculation of constrained global cobalt supplies. The industry is now learning about the abundance of supply. 
      However, the decline in cobalt prices is temporary, and market forces will correct prices to a realistic level. Given the plans of OEMs to roll out EV models, it won’t be long before cobalt prices increase again. Glencore is already stockpiling cobalt supplies at Kamoto mine, following the discovery of radioactive ore, which could increase the prices in the short-to-medium term.
      " - Aman Madhok

      (Source: The Drive)

    • Honda Reshapes Strategy for EV Push
    • Mar 12, 2019
    • "Honda is pulling out of manufacturing in the UK, ostensibly for strategic reasons, but more likely because of the Brexit fiasco. It is also moving its ful... View More

      "Honda is pulling out of manufacturing in the UK, ostensibly for strategic reasons, but more likely because of the Brexit fiasco. It is also moving its full product line for Europe to electric or hybrid drive trains by 2025. Honda has lagged compatriots Nissan and Toyota in EV and hybrid development, so 2025 is an ambitious time frame - but it does align with some of the more aggressive timelines set by European governments such as France." Peter Richardson

      (Source: Automotive News Europe)

    • 3D ToF Sensors Hot This Year, Smartphones Will Dri...
    • Mar 5, 2019
    • "Time of Flight sensors have been around for years with applications in automotive, industrial, drones and Kinect type cameras. However, with the adoption ... View More

      "Time of Flight sensors have been around for years with applications in automotive, industrial, drones and Kinect type cameras. However, with the adoption of 3D ToF by Apple for Face ID biometrics, we are witnessing the increasing proliferation of 3D ToF sensors in smartphones not only in front-facing cameras for biometrics, gestures (LG G8 ThinQ) but also in the rear cameras of smartphones (Honor View 20). The top rear-camera use-cases include 3D depth ranging, assisted focusing, Augmented Reality, reduction in light flicker in cameras and more. Multiple applications were demoed at MWC and was one of the hottest topics at the show. Infineon, ST Micro are some of the leading suppliers. The use-cases and applications leveraging 3D ToF is going to help OEMs differentiate in 2019. We expect most premium smartphones to have 3D ToF designed in with some sporting more than two sensors soon." - Neil Shah

      (Source: WCCF Tech)

    • Amazon Stops Selling Dash Buttons
    • Mar 5, 2019
    • "Amazon is getting rid of its Dash buttons. Launched in 2015, consumers are shifting to other means to enable frictionless purchasing including automa... View More

      "Amazon is getting rid of its Dash buttons. Launched in 2015, consumers are shifting to other means to enable frictionless purchasing including automatic reordering and voice via Alexa. Amazon has been steadily building the world's best logistics system. Dash buttons were one experiment among many. What characterizes Amazon is its willingness to try, fail, pivot and move on. It now sees other means of ordering as superior to Dash buttons, so it's moving quickly forward with those." - Peter Richardson

      (Source: BBC News)

    • Samsung Galaxy S10 Preorder Promos are Aggressive...
    • Mar 5, 2019
    • "Samsung has received positive reviews for its new Galaxy S series line up driven by enhancements in One UI design along with the improvement in its camera... View More

      "Samsung has received positive reviews for its new Galaxy S series line up driven by enhancements in One UI design along with the improvement in its camera set up. The new S series is a good upgrade especially for users upgrading over older S6, S7 or S8 series which still contributes towards a healthy share of the installed base for Samsung flagships. Samsung is looking to target these users with preorder promos, especially in operator driven markets. Samsung ran through its stock of Galaxy Buds as a preorder initiative and now is offering a US$130 gift card that can be used on anything Samsung sells." - Tarun Pathak

      (Source: The Verge)

    • Samsung Starts Mass Production of eUFS 3.0 Based 5...
    • Mar 5, 2019
    • "Samsung announced that it has started mass production 512GB eUFS 3.0 chips. The chip will be the industry's first 512GB eUFS 3.0 for mobile devices, w... View More

      "Samsung announced that it has started mass production 512GB eUFS 3.0 chips. The chip will be the industry's first 512GB eUFS 3.0 for mobile devices, which is twice as fast as eUFS 2.1. The key difference with eUFS 3.0 chip is the enhanced speed, offering a sequential read rate of 2,100 MB/s, which is more than twice the read rate of eUFS 2.1. Sequential write rate is also significantly higher at 410MB/sec (as compared to 260MB/sec in eUFS 2.1).
      This is an important technological advancement as Samsung looks to take the lead in the premium mobile handset market, especially with the launch of S10 variants, S10 5G, and Galaxy Fold.
      " - Hanish Bhatia

      (Source: CNET)

    • Intel Ends Unisoc (Spreadtrum) Partnership
    • Mar 5, 2019
    • "A very interesting development for the chipset competitive landscape is Intel ending its partnership with Unisoc (Spreadtrum or state-owned Tsinghua backe... View More

      "A very interesting development for the chipset competitive landscape is Intel ending its partnership with Unisoc (Spreadtrum or state-owned Tsinghua backed). Intel, MediaTek and Unisoc have been facing an onslaught from Qualcomm on one end and losing big-scale clients such as Huawei, Samsung on the other. With the rest of the market shrinking, Intel’s partnership was supposed to be the step for Unisoc to scale up to mid-tier from entry-tier solutions. However, it looks like Intel has got out of the partnership and wants to directly sell to Chinese OEMs. It appears that Unisoc has not made any progress to help Intel drive scale which it was hoping for via Unisoc's local business for its foundry. Also, protecting its IP with the ongoing US-China trade war must be another reason which could have prompted Intel to end the partnership. It will be difficult for Unisoc to climb up the mid-to-high-tier with 5G around the corner, but maybe it can scale 4G chipsets in emerging markets over the next couple of years." - Neil Shah

      (Source: ZDNET)

    • Lyft Looks Set to Beat Uber to IPO
    • Feb 26, 2019
    • "Valued at US$15.1 billion in closed private markets, Lyft’s IPO valuation is being estimated at US$20 billion to US$25 billion. As Lyft’s fili... View More

      "Valued at US$15.1 billion in closed private markets, Lyft’s IPO valuation is being estimated at US$20 billion to US$25 billion. As Lyft’s filing is expected to publicly disclose full-year numbers and other business indicators for the first time, it should provide an interesting factual insight into the shared mobility industry dynamics." - Vinay Piparsania

      (Source: ET Auto)

    • Tesla Commences Model 3 Deliveries in China Ahead ...
    • Feb 26, 2019
    • "In a significant breakthrough, Tesla has begun delivering Model 3 cars in China ahead of schedule, looking to recover sales impacted by a prolonged trade ... View More

      "In a significant breakthrough, Tesla has begun delivering Model 3 cars in China ahead of schedule, looking to recover sales impacted by a prolonged trade face-off between China and the United States. Tesla's sales have been severely impacted by high tariffs levied at 40%, versus 15% earlier, on American built vehicles since last July. With China temporarily lifting an additional 25% tariff, Tesla is aggressively pushing its sales with a more, affordable Model 3 during this opportune and perhaps short window.
      While Tesla currently imports all its cars, it is rapidly building a factory in Shanghai that will eventually manufacture Model 3 locally in China, in an effort to protect its foothold in the world’s largest EV automotive market.
      " - Vinay Piparsania

      (Source: Yahoo News)

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