Technology Bulletin

    • Mobileye Further Strengthens Its Position in Front...
    • Jul 28, 2020
    • Ford is partnering with Mobileye to use the latter’s EyeQ technology in its vehicles from 2021 (CNBC) Aman's key takeaways:  It ... View More
      Ford is partnering with Mobileye to use the latter’s EyeQ technology in its vehicles from 2021 (CNBC) Aman's key takeaways:  It is a big win for Mobileye considering Ford sells some 4 million vehicles annually. Mobileye will further increase its market share (from the current 70%) in front ADAS systems.  Ford aims to gain a competitive advantage by enhancing its Co-Pilot 360 technology with sensing capabilities provided by EyeQ. Ford might further expand the partnership by using EyeQ in AVs designed by its subsidiary Agro. Mobileye collects mapping data from millions of vehicles through its REM (Road Experience Management) mapping system. Ford’s inclusion will further strengthen Mobileye's mapping system.
    • Latest EV Subsidies in Europe Make Renaults Free i...
    • Jul 28, 2020
    • Car buyers in Europe can now get their hands on a brand-new electric vehicle (EV) for less than the typical cost of a mobile-phone contract. Thanks to the gener... View More
      Car buyers in Europe can now get their hands on a brand-new electric vehicle (EV) for less than the typical cost of a mobile-phone contract. Thanks to the generous subsidies, some are even free. (Bloomberg) Vinay's key takeaways:  Electric-car sales are rising in Europe, boosted by generous subsidies, as policymakers look to support major sources of employment and economic activity. This year, Germany’s subsidies are as much as 9,000 Euros per EV and in France about 7,000 Euros per EV.  The generous subsidies temporarily solve the major challenge of high ownership costs currently associated with EVs. However, in the long run, the challenge of high cost still remains, until such time cost-effective and emerging technologies help to naturally bring down the cost of EV batteries and drivetrains.
    • NPCI Launches UPI AutoPay Feature for Recurring Pa...
    • Jul 28, 2020
    • National Payments Corporation of India (NPCI), on Wednesday, launched its one-stop fintech payment solution- UPI AutoPay in a virtual event of Global Fintech Fe... View More
      National Payments Corporation of India (NPCI), on Wednesday, launched its one-stop fintech payment solution- UPI AutoPay in a virtual event of Global Fintech Fest. The feature is dedicated to recurring payments and can be used for multiple financial purposes such as utility payments, booking bus pass, train tickets, paying DTH subscriptions among others. (The Economic Times, July 23) Arushi Chawla's key takeaway: This 'set it and forget it’ feature is not just great for the end user, but shows the NPCI’s commitment to strengthening its domestic digital payments platform and supporting the overall ecosystem
    • AT&T Says Its 5G Network is Now Available Nationwi...
    • Jul 28, 2020
    • AT&T said on Thursday that its 5G network is now available nationwide. The company says its 5G is now available to more than 205 million consumers in 395 co... View More
      AT&T said on Thursday that its 5G network is now available nationwide. The company says its 5G is now available to more than 205 million consumers in 395 coverage markets across the US. ​ (The Verge, July 23) Jeff Fieldhack's key takeaways: AT&T announces new/aggressive 5G plans starting at $35/month for 4 lines on the same day the carrier claims to have achieved low-band 5G 'nationwide coverage' (aka over 200m POPs).  US 5G sales have been mediocre at best. Aggressive new plans and new 5G devices will accelerate 5G sales in 2H20.  Look for at least one carrier to go aggressive to steal Fall 5G iOS subs. Other carriers will likely follow. 
    • France Effectively Forcing Huawei Out of 5G Networ...
    • Jul 28, 2020
    • French authorities have told telecoms operators planning to buy Huawei 5G equipment that they won't be able to renew licences for the gear once they expir... View More
      French authorities have told telecoms operators planning to buy Huawei 5G equipment that they won't be able to renew licences for the gear once they expire, effectively phasing the Chinese firm out of mobile networks, three sources close to the matter said…France's cybersecurity agency ANSSI said this month it would allow operators to use equipment, including Huawei's, under licences of three to eight years. But it added it was urging telcos not currently using the Chinese company's gear to avoid switching to it. (Rthk.hk English News, July 23) Gareth Owen's key takeaways – options for operators:  This follows last week’s UK announcements that all MNOs will have to cease procuring 5G equipment from Huawei after 2020 and will have to replace all Huawei 5G equipment by end-2027. With most MNOs in Europe using Huawei equipment for at least part of their 5G networks, the alternative options will be Nordic incumbents Ericsson and Nokia, or challenger Samsung Networks. Samsung is dominant in South Korea and has several deployments in the US, but is not a major player in Europe as it does not support legacy 2G/3G – resulting in lack of support for so-called ‘single RAN’ solutions. To overcome this, Samsung is proposing a 5G overlay network solution connected to 4G, and the company claims many European MNOs are removing their ‘single RAN’ requirements. The problem is these solutions need a lot of spectrum, which many European operators lack. We believe that this will act as a catalyst in the UK for open RAN, which basically sub-divides the RAN into separate units, thus enabling new players to offer just parts of the RAN rather than an end-to-end solution. However, open RAN is still an immature technology and will not be suitable for dense urban areas for several years. Nevertheless, the vendor diversity issue will act as a catalyst for open RAN research and eventual adoption across Europe and elsewhere.
    • Wistron to Sell Wistron InfoComm Manufacturing and...
    • Jul 21, 2020
    • Wistron Corp. held a Board of Directors Meeting today and approved to sell Wistron InfoComm Manufacturing (Kunshan) Co., Ltd, Wistron Investment (Jiangsu) Co., ... View More
      Wistron Corp. held a Board of Directors Meeting today and approved to sell Wistron InfoComm Manufacturing (Kunshan) Co., Ltd, Wistron Investment (Jiangsu) Co., Ltd, and related businesses to Luxshare Group. The transaction value is tentatively set as RMB3.3 billion [US$472m]… Post the transaction, the company will be more aggressive to invest in and develop future technologies while targeting new business areas such as 5G, artificial intelligence (AI), automotive, and health care to further enhance its product portfolio and profitability. (CTimes (Global Electronics in Taiwan), July 17) Brady Wang's key takeaways: The estimated completion of this deal is the end of this year. This means Luxshare has less chance to be the EMS for iPhone 12 in 2020. However, Luxshare will enter into the iPhone assembly business and start from old models.  In order to mitigate the impact of tariff imposed by the US on the trade war between the US and China, it's expected to see more factories moving out of China to Vietnam or India. Due to the increased cost of smartphones but the difficulty in increasing their selling price, the margins for iPhone assembly are getting lower and lower.
    • Samsung’s 6G White Paper Lays Out the Company’s Vi...
    • Jul 21, 2020
    • On July 14, Samsung released a white paper entitled “The Next Hyper-Connected Experience for All.” outlining the company’s vision for the next... View More
      On July 14, Samsung released a white paper entitled “The Next Hyper-Connected Experience for All.” outlining the company’s vision for the next generation communication system, namely 6G… In the white paper, Samsung expects that the completion of the 6G standard and its earliest commercialization date could be as early as 2028, while mass commercialization may occur around 2030. Both humans and machines will be the main users of 6G, and 6G will be characterized by provision of advanced services such as truly immersive extended reality (XR), high-fidelity mobile hologram and digital replica. (Samsung Press Release, July 14) Ankit Malhotra's key takeaways: Development for next-gen tech takes about 10 years and Samsung thinks commercialization could come as early as 2028.   The company expects 6G will connect more machines than humans and it might be the first connectivity tech to bring truly new smartphone form factors such as AR/XR glasses.  It will, of course, improve on speed and connectivity, offering theoretical peak speeds up to 1000 GB/sec and end-to-end latency of less than 1ms. As well, Samsung believes 6G will be able to support 10,000,000 devices per square km – 10 times more than 5G. Interesting read and great peek at not only the requirements of 6G but also its applications. 
    • TSMC 2Q20 Earnings Conference
    • Jul 21, 2020
    • A lot of good information around 5G smartphone and infra demand giving some guidance for short and longer-term device forecasts. Results are in the link, but be... View More
      A lot of good information around 5G smartphone and infra demand giving some guidance for short and longer-term device forecasts. Results are in the link, but below are the key Q&A highlights.   (TSMC, July 6) Brady Wang's key takeaways: Customers prioritizing supply chain security due to COVID-19 uncertainty.  Every two years, there will be a new generation of technology coming out to serve top-tier products in terms of performance.  Inventory in the supply chain is currently very high – 1Q20 was higher than normal, and levels increased further in 2Q20. They will remain high through 2H20. However, they are not ruling out possibility of an inventory correction. Revenue from all platforms, except automotive, to grow this year.  28nm is seeing overcapacity for the whole industry. CMOS image sensors and also other applications will move to 28nm, but at a slower rate than expected. (Brady: SONY is lagging behind TSMC in CMOS image sensor manufacturing).  US regulations do not prohibit shipping standard or general products to Huawei. TSMC thinks Huawei may try to move forward procuring general-purpose products.  Finally, a large portion of the N5 product will move to N4.
    • Apple Shipped Over 10 Million Units of iPhone SE 2...
    • Jul 21, 2020
    • …a report from China’s Taiwan Economic Daily reported that the iPhone SE 2020 has shipped around 12 million to 14 million in the second quarter of ... View More
      …a report from China’s Taiwan Economic Daily reported that the iPhone SE 2020 has shipped around 12 million to 14 million in the second quarter of this year…The iPhone SE 2020 is the lowest priced smartphone from Apple so far and it seems that the company will continue making lower-priced iPhones. As per the report, the company is now planning another affordable iPhone model, priced under $300. That smartphone is said to get launched next year. (Gizmochina, Jul 14) Debasish Jana's key takeaways: Competitors have gotten overwhelming responses on their ‘lite’ flagships and Apple is looking to capitalize here too.  Just as importantly, it brings more eyeballs (and ears) to its services ecosystem.  Apple provides lengthy software support on its devices, and introduction of a ‘budget’ iPhone will serve to expand its base further.
    • Chinese Startups Suffer as Tesla Gains Ground
    • Jul 14, 2020
    • Out of around 100 local EV startups, just 11 managed to get funding last year. Recently, Byton closed its operations without selling a single car.  (Hindu... View More
      Out of around 100 local EV startups, just 11 managed to get funding last year. Recently, Byton closed its operations without selling a single car.  (Hindustan Times) Aman's key takeaways:  EV startups like Nio will be most impacted by Tesla's entry as they target premium EVs.  Chinese government restricted the entry of (standalone) foreign players, which impacted the overall evolution of domestic automakers. Companies like Tesla will change this and promote competition, forcing domestic EV companies to innovate, benefiting the domestic EV market. Increasing competition and falling sales can lead to market consolidation in the near future.

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