Technology Bulletin

    • HiSilicon No Longer Huawei’s Captive Chipmaker
    • Jan 7, 2020
    • "Huawei will sell 4G modem chipsets in an open market. Huawei has been keeping its subsidiary chipmaker, HiSilicon, as an internal unit. Shanghai HiSilicon... View More
      "Huawei will sell 4G modem chipsets in an open market. Huawei has been keeping its subsidiary chipmaker, HiSilicon, as an internal unit. Shanghai HiSilicon, established in April 2019, will be an exclusively external chip supplier, while Shenzhen HiSilicon remains an internal supplier. HiSilicon is reshaping its business segments around intelligent vision computing (AI cameras) and IoT connectivity, to reinforce the integration of 5G, AI, and IoT. As there is no resolution of the US blacklisting issue amid the prolonged US and China trade conflicts, Huawei is struggling in the smartphone business and is looking for new opportunities in chipset developments. As Huawei opens chip supply, it will likely take share in the premium chipset market and increase the competitive pressure on the leading player, Qualcomm." - Angela Cheon (Source: EE Times)
    • Xiaomi & Huawei to Use Foldable Panels From Samsun...
    • Jan 7, 2020
    • "Xiaomi and Huawei will reportedly use foldable smartphone panels from Samsung Display this year. This will be a shift from their current flexible/foldable... View More
      "Xiaomi and Huawei will reportedly use foldable smartphone panels from Samsung Display this year. This will be a shift from their current flexible/foldable panel suppliers. Huawei Mate X used foldable panels from China’s BOE, while Xiaomi’s Mi Mix Alpha used a flexible display from another Chinese display maker, Visionox. The recent success of the Galaxy Fold seems to have boosted Samsung Display’s reputation in the market. It is said that the display maker received a lot of interest from top Chinese smartphone makers like OPPO, Vivo and Huawei, but its initial focus is on supplying foldable panels to Samsung. After the launch of the clamshell Galaxy Fold model sometime before MWC, Samsung Display will focus on supplying panels for the Mate X2 and the second-generation Galaxy Fold devices. In the meantime, it is likely to start supplying panels for the foldable smartphone from Xiaomi, expected to launch in 2021." - Sujeong Lim (Source: Gizmo China)
    • Apple Likely to Use In-House 5G mmWave Antenna Mod...
    • Jan 7, 2020
    • "MmWave is needed to deliver a true 5G experience. However, integrating mmWave capability is inherently complex. Qualcomm is the only supplier with a prove... View More
      "MmWave is needed to deliver a true 5G experience. However, integrating mmWave capability is inherently complex. Qualcomm is the only supplier with a proven solution and it is now rolling out second generation mmWave antenna modules. However, Apple is looking to be less dependent on Qualcomm by integrating its own mmWave antenna. This has been in development for a couple of years. TSMC has been chosen to produce the mmWave modules in a more expensive, but space-saving module packaging technique, InFO_AiP compared to Flip Chip FC_AIP. Apple will likely have three modules within the new 5G mmWave capable iPhones. Though, it is still not clear if Apple will go 100% with its own 5G mmWave module. It will likely test its own solution with Qualcomm’s in various configurations before coming to a final resolution." - Neil Shah (Source: DigiTimes)
    • Apple Looking at BOE to Be Second Largest OLED Sup...
    • Jan 7, 2020
    • "Apple is planning to order a batch of OLEDs from BOE in 2021. The rumor comes from sources in South Korea and claims that Apple could be looking to order ... View More
      "Apple is planning to order a batch of OLEDs from BOE in 2021. The rumor comes from sources in South Korea and claims that Apple could be looking to order some 45 million OLED panels from BOE, intended for use in the 2021 iPhone devices. This would make BOE Apple's second largest supplier of OLED panels with Samsung (SDC) continuing to be the largest supplier, LGD would be relegated to third and JDI would supply small OLED screens, catering to the Apple watch. Impact: It is reported that Huawei simplified the supplier verification process for Visionox and CSOT after BOE was linked with Apple as an OLED supplier. OLED products from Visionox and CSOT have passed Huawei’s quality tests. If BOE can manage to become the OLED supplier for iPhone, Apple's OLED order to SDC will likely decrease from 230 million units in 2019 to 150 million units in 2021.  SDC's current OLED orders have not utilized its full production capacity. It is reported that there are several vacant OLED production lines in SDC’s factories although it still has expansion plans. Order-cut from Apple is likely to curb SDC's OLED expansion plan." - Flora Tang ​(Source: GSM Arena)
    • Ericsson and Microsoft are Looking to Capture New ...
    • Dec 31, 2019
    • "The collaboration will deliver a robust connected vehicle platform at scale to the market. The solution will include in-vehicle infotainment, advanced nav... View More
      "The collaboration will deliver a robust connected vehicle platform at scale to the market. The solution will include in-vehicle infotainment, advanced navigation, autonomous driving, telematics and prediction services, and over-the-air updates. A vehicle embedded with sensors and connected to the internet will generate terabytes of data. This data will be processed in vehicle with some of it needing to be relayed to cloud servers for further processing. This requires data computing at the cloud and edge of the network.  Hence, the collaboration between network infrastructure and cloud players will lead the way for cloud/edge connected vehicle solutions." - Satyajit Sinha (Source: Computer Weekly)
    • Honda and SoundHound to Introduce Voice Assistant ...
    • Dec 31, 2019
    • "Honda and SoundHound formed a partnership in December 2018 to develop a voice-enabled AI assistant. This has now been launched as the "OK Honda"... View More
      "Honda and SoundHound formed a partnership in December 2018 to develop a voice-enabled AI assistant. This has now been launched as the "OK Honda" voice assistant based on the Houndify platform. This voice assistant will work on  Speech-to-Meaning and  Deep Meaning Understanding technology to support natural language recognition including complicated queries and situations. In October 2018, Honda acquired a California based start-up, Drivemode to develop voice-enabled commands in cars. SoundHound is widely used by major automakers like Kia, PSA Group, Mercedes Benz, and Hyundai. The other major partners using Houndify platform are NVIDIA, Motorola,  Deutsche Telekom, Pandora, and Harman. This new platform will increase competition in voice assistants in the automotive sector.  The voice assistant will be a key feature in the next generation autonomous vehicles, so early entry is important to gain experience and an early mover advantage to Honda." - Soumen Mandal (Source: Telematics News)
    • Rivian Receives Funding Of $1.3B from T.Rowe Price...
    • Dec 31, 2019
    • "Tesla is facing an increasing threat from some start-up companies emerging in the EV space. One such promising start-up is Rivian, which focuses on electr... View More
      "Tesla is facing an increasing threat from some start-up companies emerging in the EV space. One such promising start-up is Rivian, which focuses on electric light commercial vehicles (LCV), and raised a total funding of US$2.8B (including US$1.3B in 2019). Electric LCV is a new market, with Tesla Cybertruck among the first launches. Given sufficient funding and backing of big investors including Ford and Amazon, Rivian has an opportunity to develop a niche for electric LCVs with timely launches to challenge established automakers." - Aman Madhok (Source: Fox Business)
    • Tesla Secured a US$1.29 Billion Loan from Chinese ...
    • Dec 31, 2019
    • "The loan came from a consortium of Chinese banks. This will be Tesla's only facility outside the US catering to the largest automobile market in the w... View More
      "The loan came from a consortium of Chinese banks. This will be Tesla's only facility outside the US catering to the largest automobile market in the world. It will also save on the tariffs for imports from the US to be competitive in the market. But challenges lay ahead, as China rolls back on EV subsidies, sales will likely continue to be negatively affected." - Shobhit Srivastava (Source: Reuters)
    • Volkswagen Unveiled Autonomous Electric Vehicle Ch...
    • Dec 31, 2019
    • "Volkswagen revealed a mobile charging bot prototype which can charge a car without any human intervention. This robot works via command through an app or ... View More
      "Volkswagen revealed a mobile charging bot prototype which can charge a car without any human intervention. This robot works via command through an app or V2X communication. The autonomous charging bot can hold up to 25kWh of power and supports DC charging up to 50kW. With the increasing penetration of electric vehicle (EV) sales, charging standard and charging infrastructure is going to be the major headache for automakers. This unique solution will eliminate searching for charging stations at car parking spaces. It can be easily installed at all parking spaces and capital cost for setting up a charging station will also reduce.    Volkswagen, the largest automaker in the world started entering the EV segment slowly but is now accelerating to keep its place in the transformation phase of the automotive sector. Volkswagen is targeting to solve charging issues in parking spaces and it will create a new business model in this industry." - Soumen Mandal (Source: automotiveEV)
    • Netflix Shows off the Numbers Behind Its Global Gr...
    • Dec 24, 2019
    • "Netflix's growth is driven by countries outside NAM now. 58% of its paid subscribers are from regions outside NAM. As the USA market saturates, Brazil... View More
      "Netflix's growth is driven by countries outside NAM now. 58% of its paid subscribers are from regions outside NAM. As the USA market saturates, Brazil, Mexico, and India are some of the fastest-growing countries for Netflix with most of the users here being mobile-first users only. One of the biggest advantages of launching in different countries is that some of the regional shows made big on the international platforms and this opens up new investment opportunities in local content and shows. Apart from this being flexible, country-specific pricing will further drive growth." - Tarun Pathak (Source: Vox)

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