Technology Bulletin

    • Kaios Raises $50M, Hits 100M Handsets Powered by I...
    • May 28, 2019
    • "KaiOS has garnered more than 100 million active users and poised for further growth. It gives a huge opportunity for all the mobile industry stakeholders ... View More
      "KaiOS has garnered more than 100 million active users and poised for further growth. It gives a huge opportunity for all the mobile industry stakeholders to monetize from the growing user base through services such as connectivity, applications, content, search & discovery, advertisements, payments, location-based services, among others. India and Middle East Africa will drive the smart feature phone segment, which, according to Counterpoint Research, will be a potentialUS$28 billion opportunity in the next three years for the Industry." - Tarun Pathak (Source: Tech Crunch)
    • China’s ByteDance Plans to Develop Its Own Smartph...
    • May 28, 2019
    • "Chinese apps, content, and services giants have grown to a user base of nearly a billion users globally. It is almost rivaling major OEMs or smartphone pl... View More
      "Chinese apps, content, and services giants have grown to a user base of nearly a billion users globally. It is almost rivaling major OEMs or smartphone platform vendors. Further, players such as ByteDance and Tencent are seeing 40-60% of the users’ share of digital lives spent in their ecosystem. This is prompting these tech giants to build their own hardware with tightly integrated apps, content, cloud, and services which are visible front and center in the hardware. Mobile Gaming and Video are two sticky and lucrative services which these players aim to monetize. Aswe predicted a few years ago, Hardware-as-a-Distribution (HaaD) is going to be important for many of these tech giants to attract premium and highly engaged users. It will allow users to immerse themselves in the company's experiences further, creating more value for everyone. While this play is warranted, the volumes initially might be still niche, and sales might not cross more than a few million units in the first few years." - Neil Shah (Source: Financial Times)
    • Due to Rising Trade Dispute Pegatron Is Shifting S...
    • May 28, 2019
    • "Pegatron, a Taiwanese electronics manufacturing company, is shifting some of its production for Apple products, mainly iPads and MacBooks, from China. Thi... View More
      "Pegatron, a Taiwanese electronics manufacturing company, is shifting some of its production for Apple products, mainly iPads and MacBooks, from China. This is due to the rising trade dispute between the US and China. Apple is one of the key players that can be affected due to trade sanctions. Pegatron has recently partnered with PT Sat Nusapersada which will start assembly in June 2019, as per their CEO. Key players are looking outside China for assembling phones and other electronics, due to rising trade tensions. Vietnam, India, and Indonesia are a few options available. Pegatron also looked at Vietnam, which has a mature ecosystem, but later chose Batam, Indonesia. Key reasons for choosing Indonesia was rising investment, availability of skilled labor, and a Free Trade Agreement (FTA) agreement between Indonesia, Malaysia, and Singapore."- Parv Sharma (Source: DetikCom)
    • Huawei to Launch Its Own OS in China This Autumn
    • May 28, 2019
    • "With the recent announcement from Google and Microsoft to comply with the US sanction on Huawei, the Chinese smartphone company is forced to launch its ow... View More
      "With the recent announcement from Google and Microsoft to comply with the US sanction on Huawei, the Chinese smartphone company is forced to launch its own operating system for smartphone and PCs. Huawei had earlier indicated that it has been working on creating is own OS for smartphone and PCs as a last resort for such a situation. The company’s latest flagship due to launch this autumn will sport this. The new OS might work in China where popular apps like Facebook, Instagram, and others, are replaced by locally customized apps like Weibo and Renren. Huawei also hosts its own app store in China, but for markets outside, it becomes impossible for Huawei to provide competitive services due to the lack of developer support. If the US ban goes on for long, Huawei will lose its dominance in the smartphone market, and it will become difficult for the brand to retain the same growth rate in the future." - Shobhit Srivastava (Source: CNBC)
    • Volvo Inks Multi-Billion-Dollar Battery Deals with...
    • May 21, 2019
    • "Volvo announced a ten-year, multi-billion dollar deal with two battery cell manufacturers, CATL and LG Chem. The deal is to procure the Lithium-ion batter... View More
      "Volvo announced a ten-year, multi-billion dollar deal with two battery cell manufacturers, CATL and LG Chem. The deal is to procure the Lithium-ion batteries for its upcoming EVs under its own brand and sub-brand Polestar. Volvo has said it has pushed the target of EVs constituting 50% of sales to 2025 and expects its margins on EVs to match those of vehicles with combustion engines by that time. Long-term battery supply deals will add value to automakers as they help to clear supply bottlenecks at a time of soaring demand and promise cheaper batteries over time. Moreover, by having at least two or more vendors, takes care of automakers’ aim to have flexibility in supply and encourage competition among vendors to manage pricing better." - Liz Lee (Source: Tech Crunch)
    • China’s Car Sales Plunge for an 11th Month
    • May 21, 2019
    • "Described as the “worst car-market slump in a generation", retail sales of light motor vehicles in China, fell 16.6% to 1.54 million units in A... View More
      "Described as the “worst car-market slump in a generation", retail sales of light motor vehicles in China, fell 16.6% to 1.54 million units in April, as per the China Passenger Car Association. This follows a 12% decline in March and an 18.5% drop in February. Evidently, shoppers are pushing back purchasing in anticipation of government incentives which will look to stimulate the market, particularly with local brands taking a beating. As current trade faceoff with the US intensifies,  it is unlikely that we will see any positive signs for the auto market in the first half." - Vinay Piparsania (Source: Bloomberg)
    • Honda, Yamaha, Suzuki and Kawasaki Form Consortium...
    • May 21, 2019
    • "The big four Japanese two-wheeler manufacturers are coming together to develop standardized battery technology, as well as charging infrastructure. Undoub... View More
      "The big four Japanese two-wheeler manufacturers are coming together to develop standardized battery technology, as well as charging infrastructure. Undoubtedly, this is to avoid replicating investments. It does make both economic and technological sense for them to share development costs. Practicality is apparently prevailing among auto OEMs, especially in emerging products and services like EVs and mobility as they face real challenges in terms of battery costs, range and customer preferences. Similar alliances have already been established amongst competitive automakers around the world, most significant being Daimler and BMW for mobility services." - Vinay Piparsania (Source: Hindu Business Line)
    • Tesla Launches New Cost Cutting Measures
    • May 21, 2019
    • "The move comes after Tesla suffered a loss of a little over US$700 million during Q1 2019. The company is facing increasing cost pressures with shifting s... View More
      "The move comes after Tesla suffered a loss of a little over US$700 million during Q1 2019. The company is facing increasing cost pressures with shifting sales mix to the cheaper (and less profitable) Model 3. Increasing competition from other automakers is forcing Tesla to cut costs. The company laid off 9% of its workforce in June 2018 and another 7% in January this year. Clickhere for Q1 2019 analysis of Tesla." - Aman Madhok (Source: Autonews)
    • Nissan Discards LiDAR to Focus on RADAR and Camera...
    • May 21, 2019
    • "Nissan announced that it will focus on developing RADAR and camera-based ADAS systems. The company announced that LiDAR is expensive and doesn't match... View More
      "Nissan announced that it will focus on developing RADAR and camera-based ADAS systems. The company announced that LiDAR is expensive and doesn't match the capabilities of RADAR and camera-based 3D mapping. Earlier, Tesla’s Chief Executive, Elon Musk, also called LiDAR “a fool’s errand”. Companies like General Motors, Ford, and Waymo are still working on developing LiDAR-based self-driving cars. The technology fires more than a million laser pulses per second to process 3D models and maps. Estimates suggest that 50 LiDAR startups have received investments of more than US$1 billion over the past three years." - Hanish Bhatia (Source: Reuters)
    • HTC to Close Stores on JD and Tmall
    • May 14, 2019
    • "HTC announced that it will close its JD and TMall flagship stores in China. HTC phones can still be purchased on HTC’s online store as well as in th... View More
      "HTC announced that it will close its JD and TMall flagship stores in China. HTC phones can still be purchased on HTC’s online store as well as in the HTC Vive flagship store in Shenzhen. HTC has registered a negative net profit over the past three years. It has been increasingly difficult for smaller brands to survive in China market. Therefore, HTC is shifting its focus more towards VR business." - Mengmeng Zhang (Source: Chinanews.com)

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