Technology Bulletin

    • Huawei Overseas Shipment Fell over 40% Due to the ...
    • Jul 23, 2019
    • "Huawei's CEO recently said that the company’s overseas smartphone shipment plunged 40% due to the US trade sanction. Although the trade sanction... View More
      "Huawei's CEO recently said that the company’s overseas smartphone shipment plunged 40% due to the US trade sanction. Although the trade sanction is relaxed by the US allowing American companies to work with Huawei again, the recovery for Huawei will not be immediate. The growth rate in Europe for Huawei will decline and the company will have to win the trust of the consumers all over again. It is important for Huawei to gain lost share in the European market as it accounts for a significant part of the company's overseas shipments. It is also the region where most of Huawei's more expensive and higher-margin flagship smartphones are sold (outside of China)." -Shobhit Srivastava (Source: Engadget)
    • Tata Group Setting Up $580 Million Lithium-Ion Bat...
    • Jul 16, 2019
    • "Looking to develop the EV eco-system in India urgently, the Tata Group plans to invest US$580 Million to set up a Lithium-Ion battery plant in Gujara... View More
      "Looking to develop the EV eco-system in India urgently, the Tata Group plans to invest US$580 Million to set up a Lithium-Ion battery plant in Gujarat and has apparently already acquired 126 acres of land in Dholera. The ultimate manufacturing capacity is proposed to be 10 Gigawatts, with Torrent Power expected to provide electricity to the proposed EV battery unit. The Tata Group undoubtedly anticipates the Government of India to eventually roll out favorable policy incentives for battery manufacturers for electric vehicles in the country.  This is a definitive signal indeed that the Tata’s are determined to stay ahead in the EV race in India." - Vinay Piparsania (Source: ET Auto)
    • FCA Plans on Electric Fiat 500
    • Jul 16, 2019
    • "Moving on from its attempts to merge with Renault, Fiat Chrysler Automobiles (FCA) plans on investing US$788 million to manufacture an electric version of... View More
      "Moving on from its attempts to merge with Renault, Fiat Chrysler Automobiles (FCA) plans on investing US$788 million to manufacture an electric version of the Fiat 500 minicar. The new 500 EV will be Fiat's first battery-powered car to go on sale in Europe. Production is scheduled from Q2 2020, at 80,000 units annually. FCA is rationalizing the Fiat brand to just a few models based on an electrified 500 lineup and the Panda minicar, two models that currently dominate Europe’s mini car segment." - Vinay Piparsania (Source: Automotive News Europe)
    • UK Government Plans All New Houses to Install Char...
    • Jul 16, 2019
    • "Homeowners in the UK often postpone the renovation to their houses due to time and cost involved, especially if there is no urgent need. Due to this, home... View More
      "Homeowners in the UK often postpone the renovation to their houses due to time and cost involved, especially if there is no urgent need. Due to this, homeowners often hesitate to install EV chargers. To overcome this, the UK government unveiled plans that could see all new houses to mandatory install EV chargers. Home charging remains the most convenient form of EV charging, and mandatory installation of chargers in parking spaces in new residences will go a long way to reduce range anxiety and encourage homeowners to opt for EVs." - Aman Madhok   (Source: CNBC) "Homeowners in the UK often postpone the renovation to their houses due to time and cost involved, especially if there is no urgent need. Due to this, homeowners often hesitate to install EV chargers. To overcome this, the UK government unveiled plans that could see all new houses to mandatory install EV chargers. Home charging remains the most convenient form of EV charging, and mandatory installation of chargers in parking spaces in new residences will go a long way to reduce range anxiety and encourage homeowners to opt for EVs." - Aman Madhok  
    • China Amending Regulations to Encourage Hybrid Pro...
    • Jul 16, 2019
    • "The Chinese government is looking to ease regulations on more fuel-efficient hybrids. Under current rules, new-energy vehicles must account for 10% of aut... View More
      "The Chinese government is looking to ease regulations on more fuel-efficient hybrids. Under current rules, new-energy vehicles must account for 10% of automakers fleets in 2019. Hybrids, however, have been grouped with standard gasoline vehicles.  Based on a complex point-based quota system, automakers must produce 20,000 EVs per million hybrids they manufacture.  With the proposed regulations, automakers will need to produce only 6,000 EVs per million hybrids, while the requirement for gasoline vehicles will increase to 29,000 EVs. This development could give a boost to Toyota Motor and Honda Motors. Toyota, in particular, also sees the opportunity to supply hybrid technology to other automakers, and has already released thousands of hybrid-related patents in April. While hybrids accounted for 10% of 1.49 million vehicles Toyota sold in China last year, Toyota is looking to increase this share above 30% by 2020." - Vinay Piparsania (Source: Nikkei Asian Review)
    • Volkswagen to Invest $2.6B for Equal Share in Ford...
    • Jul 16, 2019
    • "Both automakers would benefit from reduced engineering and development costs to develop autonomous vehicles. Ford can spearhead its efforts, given the sca... View More
      "Both automakers would benefit from reduced engineering and development costs to develop autonomous vehicles. Ford can spearhead its efforts, given the scale and resources the world’s largest automaker (Volkswagen) has. The partnership is timely, given the tight deadline (2021) both automakers have to launch autonomous vehicles. The partnership comes at heels of other similar ones including – Honda and Softbank in GM’s Cruise, and Toyota and Denso in Uber’s ATG.  With billions of dollars at stake and technology still untested, automakers are in pressure to form partnerships and alliances to maintain future competitiveness." - Aman Madhok ​(Source: Automotive News)
    • Ren Zhengfei: Huawei's "Hongmeng" System Has a Big...
    • Jul 9, 2019
    • "During a media interview, Huawei’s CEO Ren Zhengfei told the press that Hongmeng operating system could be 60% faster than Apple or Android. However... View More
      "During a media interview, Huawei’s CEO Ren Zhengfei told the press that Hongmeng operating system could be 60% faster than Apple or Android. However, Hongmeng OS’s biggest hurdle is that it lacks a well-established app ecosystem. Huawei is already in the process of developing a substitute for the Google Play Store and attracting new developers.  With Huawei’s large user base as well as influence in China, developers in China will be willing to develop apps that are compatible with Hongmeng OS. Nonetheless, Huawei’s overseas users’ experience could be impacted due to a less developed app ecosystem compared to Apple’s iOS or Android." -Mengmeng Zhang (Source: CC Time)  
    • Landis+Gyr to deliver connectivity solution for 1 ...
    • Jul 9, 2019
    • "Landis+Gyr has won a contract to deliver Gridstream Connect solution for Germany-based utilities firm E.ON to enable one million smart electricity meters ... View More
      "Landis+Gyr has won a contract to deliver Gridstream Connect solution for Germany-based utilities firm E.ON to enable one million smart electricity meters in Sweden. The new solution for NB-IoT enabled smart meters will enable new applications and improve the efficiency of overall energy usage. It will enable real-time tracking of renewable/non-renewable energy utilization. European countries are now entering the second wave of smart meter adoption. This is expected to create a significant demand for new smart meters and platform solutions in the next five years. Thus, we may see higher adoption of NB-IoT as more operators now offer nationwide NB-IoT connectivity." - Hanish Bhatia (Source: Power Technology)
    • President, Jair Bolsonaro, Signaled That He Might ...
    • Jul 9, 2019
    • "Brazilian president, Jair Bolsonaro tweeted on Sunday, June 16th, that his government is analyzing reducing import duty on technological products. Accordi... View More
      "Brazilian president, Jair Bolsonaro tweeted on Sunday, June 16th, that his government is analyzing reducing import duty on technological products. According to him, the reduction will be 4% from 16% currently, mainly to stimulate the competitiveness of technology innovation in Brazil. Next day, the Brazilian Association of Electrical and Electronics Industry (Abinee, in the Portuguese acronym) published that reducing import taxes would create legal uncertainty, and hurt investment decision in Brazil. Import taxes in Brazil are only a small part of the overall tax scheme imposed on imported technology products. More than 85% of the duties are regional taxes, which central government cannot change much. The reduction of 12% in taxes might only have a partial impact on the final price. But the Brazilian technology market, especially the smartphone segment, has been overprotected, and not competitive enough." - Tina Lu (Source: Istoe Dinheiro)
    • Samsung Electronics Q2 2019 Preliminary Earnings
    • Jul 9, 2019
    • "Samsung Electronics’ preliminary guidance indicated a 56% year-on-year (YoY) decline in profits and a 4% YoY decline in the revenues for Q2 2019. Th... View More
      "Samsung Electronics’ preliminary guidance indicated a 56% year-on-year (YoY) decline in profits and a 4% YoY decline in the revenues for Q2 2019. The decline can be attributed to the reducing of price DRAM and NAND chips due to sluggish demand. This comes after the US’ trade ban on Huawei and a brewing Japan-Korea trade war. The Huawei trade-ban has caused more uncertainties in the smartphone market. However, there could be a silver lining in the smartphone business as Samsung is in the best position to gain from Huawei's decline. Also, as 5G adoption increases, the devices in the ultra-premium segment will help improve margins for Samsung." - Varun Mishra (Source: GSM Arena)

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