Technology Bulletin

    • Samsung and Baidu to Start Production of an AI Chi...
    • Dec 24, 2019
    • "Baidu’s first cloud-to-edge AI accelerator, Baidu KUNLUN, has completed its development and will be mass-produced early next year. Baidu KUNLUN chip... View More
      "Baidu’s first cloud-to-edge AI accelerator, Baidu KUNLUN, has completed its development and will be mass-produced early next year. Baidu KUNLUN chip is built on the company’s home-grown neural processor architecture for cloud, edge, and AI, as well as Samsung’s 14-nanometer (nm) process technology with its package solution. The development is important because Samsung is looking to expand its capabilities beyond the mobile and data-center applications. Through the cooperation between the two companies, Baidu will provide advanced AI platforms for maximizing AI performance, and Samsung will be able to expand its foundry business into high-performance computing (HPC) chips that are designed for cloud and edge computing. Samsung will provide comprehensive foundry solutions from design support to manufacturing." - Varun Mishra (Source: GSM Arena)
    • MediaTek to Launch mmWave 5G Chip in 2H20
    • Dec 24, 2019
    • "MediaTek is expected to launch its second sub-6 GHz 5G chip next week to enhance its deployments in a segment that is set to be the major focus of the tel... View More
      "MediaTek is expected to launch its second sub-6 GHz 5G chip next week to enhance its deployments in a segment that is set to be the major focus of the telecom market before the arrival of mmWave technology. But it has already made plans to launch its first mmWave 5G chip in the second half of 2020. With 5G smartphones set to see explosive shipment growth next year, demand for various related components are also expected to soar. Mediatek's entry into the 5G chipset market is expected to lower the devices' BOM cost. However, because mmWave requires more complex technology, there is some doubt about the maturity of its first product." - Sujeong Lim (Source: Digitimes)
    • Apple Is Reportedly Telling Suppliers to Expect in...
    • Dec 24, 2019
    • "Apple is reportedly expecting a sharp increase in sales of its next-generation iPhone that’s due out in late 2020. Sources from Taiwan’s suppl... View More
      "Apple is reportedly expecting a sharp increase in sales of its next-generation iPhone that’s due out in late 2020. Sources from Taiwan’s supply chain explain that Apple is telling manufacturing partners to expect in excess of 100 million orders. By comparison, the current-generation iPhone 11 family is expected to sell around 80 million units.  It is unclear whether Apple will introduce 5G-specific versions of its next iPhone at a premium or if the entire lineup will ship with 5G modems as standard. Given the burgeoning strength of Apple’s services business, it may opt to not charge a significant premium for 5G. This may explain Apple’s bullish expectation for volume." - Angela Cheong (Source: Tech Spot)
    • OPPO Is Positioning Itself as an Innovator Among A...
    • Dec 24, 2019
    • "Interesting corporate level strategies evolving among BBK invested brands. OPPO at its recent "Innovation Day" took the lead out of the six bran... View More
      "Interesting corporate level strategies evolving among BBK invested brands. OPPO at its recent "Innovation Day" took the lead out of the six brands (OPPO, vivo, OnePlus, iQoo, Realme, imoo/XTC) to position itself as an "innovator". OPPO is planning to spend US$7 Billion in R&D for new areas 5G/6G, AI, AR, and big data for the next three years. This would be roughly 6% of OPPO's potential revenues over the next three years. OPPO showcased new categories its stepping into, with multiple ecosystem partnerships. AR glasses, watches, headphones, 5G CPE, 5G Cloud Gaming and other device functionalities such as 30W Wireless VOOC fast-charging, 5G, imaging, under the display camera, software optimization in Color OS, etc. This is a great move considering these brands are seen as a traditional "one-trick-pony" brands and need to innovate, invest in R&D and expand to take advantage of newer revenue opportunities as the smartphone market saturates. These moves will take advantage of emerging technologies and help scale their supplier relationship/advantage more." - Neil Shah (Source: OPPO Innoday)
    • STMicroelectronics Partners with Tieto to Develop ...
    • Dec 17, 2019
    • "STMicroelectronics has partnered with Tieto, a leading software and services company, to develop automotive Central Control-Units on STMicroelectronics&rs... View More
      "STMicroelectronics has partnered with Tieto, a leading software and services company, to develop automotive Central Control-Units on STMicroelectronics’ Telemaco3P platform. This platform also offers optional modules for Bluetooth, Wi-Fi, LTE and V2X communication. With increasing connectivity, data generation and over-the-air (OTA) updates, automakers are demanding better data privacy and security. Previously, multiple MCUs were used for integrating all the required features. The tier-one suppliers and software developers have been working to decrease the number of MCUs in a car and combine into a few MCUs. The electronics cost in a car is increasing and is expected to reach 50% of total cost by 2030. With the rising use of electronic components, control and security are major concerns. This type of embedded solution will help to improve security in wireless connections, OTA updates, and car-to-car communication." - Soumen Mandal (Source: Tieto Newsroom)
    • Toyota and Denso to Form a Joint Venture Semicondu...
    • Dec 17, 2019
    • "Toyota plans to form a joint venture semiconductor company with Denso called MIRISE Technologies (Mobility Innovative Research Institute for SEmiconductor... View More
      "Toyota plans to form a joint venture semiconductor company with Denso called MIRISE Technologies (Mobility Innovative Research Institute for SEmiconductors) from April 2020. The new company will focus on developing better power electronics products, sensors and SoCs (System-on-a-Chip). Denso will hold 51% of the newly formed company. The automotive industry is transitioning towards electrification of the drivetrain and ultimately to autonomous vehicles. All companies in the supply chain are having to prepare for this disruptive change. The new company will also work on leveraging new semiconductor material technologies."- Soumen Mandal (Source: Fierce Electronics)
    • China Auto Sales Drop for 17th Straight Month in N...
    • Dec 17, 2019
    • "Chinese auto sales declined for 17 consecutive months through November and new energy vehicle sales also declined for five straight months. The China Asso... View More
      "Chinese auto sales declined for 17 consecutive months through November and new energy vehicle sales also declined for five straight months. The China Association of Automobile Manufacturers (CAAM) announced that local auto sales in China decreased by 3.6% year-over-year. Just three years ago, China's auto sales grew at double-digit % but declined last year for the first time since the 1990s due to the slowing economic growth and the trade war with the US. It is also noteworthy that sales of new energy vehicles, which supported the entire auto market, have fallen significantly. Sales of new energy vehicles fell 45.6% in October and fell 43.7% in November. Growth is expected to return next year, but the prolonged automotive sales crisis has made global OEMs reduce China production plans. Now they are more likely to turn to India which has great growth potential and try to expand business there (India has a population of 1.3 billion, but its automobile penetration rate is around 35 per 1,000 people)." - Liz Lee (Source: Automotive News)
    • BMW and Daimler's Joint Venture Cross 83 Million C...
    • Dec 17, 2019
    • "BMW and Daimler’s joint venture has been running for several months. It focuses on ride-hailing, car-sharing, parking, EV charging and multimodality... View More
      "BMW and Daimler’s joint venture has been running for several months. It focuses on ride-hailing, car-sharing, parking, EV charging and multimodality. By the end of Q3 2019, it had amassed over 83 million customers with 421 million interactions.  The JV provides mobility services in more than 1300 cities across the world. The joint venture company is investing in solving everyday problems that drivers face such as parking. But it is also working on addressing problems with future mobility including EV charging –one of the main reasons why people are not adopting EVs more quickly – and mobility services including ride-sharing and car-sharing. Both of which will be at the heart of managing urban mobility in the future. " - Soumen Mandal (Source: BMW Group IP)
    • GM, LG Chem to Invest $2.3 Billion in EV Battery J...
    • Dec 17, 2019
    • "GM and LG Chem will form a joint venture to mass-produce batteries for EVs including GM's new e-truck coming in the fall of 2021. The two companies wi... View More
      "GM and LG Chem will form a joint venture to mass-produce batteries for EVs including GM's new e-truck coming in the fall of 2021. The two companies will invest up to US$2.3 billion in the new joint venture which will establish an assembly plant in Ohio. They also plan to establish a co-operation system in the entire production process ranging from the purchase of battery cell materials, the production of cells to installation on GM’s EVs. We believe that the combination of GM’s manufacturing expertise and LG Chem’s leading battery-cell technology will help them gain the upper hand in the fast-growing US EV market. The deal will mean more to LG Chem, which will establish a >30GWh plant in the US, and will boost its battery business in the long term." - Liz Lee (Source: Tech Crunch)
    • VinSmart to Launch 5G Smartphones Next Year
    • Dec 10, 2019
    • "Commercial 5G operations in Vietnam are only likely to start in 2021. Local player, Vinsmart, has started selling smartphones outside Vietnam, in countrie... View More
      "Commercial 5G operations in Vietnam are only likely to start in 2021. Local player, Vinsmart, has started selling smartphones outside Vietnam, in countries including Spain, Myanmar and Russia and is planning to enter more SEA markets in 2020 as well as launching its first 5G smartphone. However, none of the countries where it is currently present are likely to see a fast 5G transition. In such a scenario, Vinsmart should reconsider the markets it focuses on to help it enter the broadening group of smartphone OEMs that will have 5G devices next year across different price points and markets." - Tarun Pathak (Source: VN Express)

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