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Technology Bulletin

    • 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.
    • Rivian Raises USD2.5 Billion as It Pushes to Bring...
    • Jul 14, 2020
    • EV start-up Rivian has raised USD2.5 billion, bringing its total funding to date to around USD6 billion, ahead of the launch of its all-electric pickup truck an... View More
      EV start-up Rivian has raised USD2.5 billion, bringing its total funding to date to around USD6 billion, ahead of the launch of its all-electric pickup truck and SUV in early 2021. As much as USD5.35 billion of that has come in the last year and a half alone, with Rivian scooping up big investments from Ford, Amazon and Cox Automotive in 2019. (The Verge) Vinay's key takeaways:  Rivian is setting up its factory at Normal, Illinois, in the US to assemble the R1T electric pickup truck and the R1S SUV, as well as to begin fulfilling its order from Amazon for electric vans. The huge influx of money will surely establish Rivian’s position as the best-capitalized EV start-up in the world, supporting its rapid growth. Rivian has six facilities in the US and abroad, and employs around 2,400 people. Rivian also has its challenges. Its collaboration with Ford has been put on hold while COVID-19 induced disruptions have delayed the RT1 and RS1 projects.
    • Honda Invests in CATL to Jointly Develop EV Batter...
    • Jul 14, 2020
    • Japan's Honda Motor has announced it will buy a 1% stake in Chinese battery maker Contemporary Amperex Technology (CATL) and the two will jointly develop EV... View More
      Japan's Honda Motor has announced it will buy a 1% stake in Chinese battery maker Contemporary Amperex Technology (CATL) and the two will jointly develop EV batteries for Honda's future EVs. (AutoNews) Vinay's key takeaways:  CATL, headquartered in Ningde, China, is a global leader in the development and manufacturing of Lithium-ion powered batteries. The first Honda model equipped with a CATL battery is scheduled to be launched in the Chinese market in 2022.  Through this strategic cooperation, CATL and Honda are looking to have a global partnership to deliver more competitive EV products and solutions. Honda has recently signed up new partnerships to make electric cars, including a Joint Venture with China's GAC under which it began selling its first fully-electric EV in China, the Everus VE-1 SUV crossover, last year. Most EV batteries come from just a few global suppliers, including CATL, Panasonic, LG Chem and BYD. These companies are signing lucrative supply deals with automakers as demand for batteries increases. Panasonic has been Tesla's sole battery partner since the Model S was introduced in 2012.  Prompted by the growing popularity of Tesla models, automakers around the world are scrambling to push ahead with the introduction of their own fully-electric models through such strategic alliances.
    • Robosense Enters Strategic Partnership With Gosunc...
    • Jul 14, 2020
    • One of the leading smart LiDAR sensor providers, Robosense entered a strategic partnership with IoT applications and service provider Gosuncn for the vehicle to... View More
      One of the leading smart LiDAR sensor providers, Robosense entered a strategic partnership with IoT applications and service provider Gosuncn for the vehicle to infrastructure (V2I) integration in a smart city project. (Robosense) Soumen's key takeaways:  Gosuncn’s expertise in smart city IoT technology will help Robosense develop a better fusion algorithm, V2I infrastructure and further research in 5G applications.  The collaboration of the two companies will help reduce the cost of LiDAR sensors and smart city application products. Both companies collaborated on a non-vehicle-based project during the Covid-19 outbreak, hence any further partnership will help use each other's platform and technology to get leverage on the scale of IoT products.
    • India Likely to Impose Import Tax on Lithium Cells...
    • Jul 14, 2020
    • The Indian government is planning to impose tariffs on import of Lithium-ion cells to boost local production. It also plans to introduce incentives for domestic... View More
      The Indian government is planning to impose tariffs on import of Lithium-ion cells to boost local production. It also plans to introduce incentives for domestic production, including 100% tax deduction on capital expenditure for the first year, easy financing options, giving companies infrastructure status, cash subsidies and waiving minimum alternative tax. In 2019, the Indian Space Research Organisation developed a Lithium-ion cell technology and shared it freely with indigenous companies. (Livemint) Aman's key takeaways:  Currently, India manufactures battery storage packs and imports Lithium-ion cells from China due to low sales of EVs in the country. The import tax will encourage indigenous manufacturing of cells, helping India to develop its own EV battery infrastructure.  Lithium cells are of strategic importance as they are used in many emerging sectors, like EVs, renewables, energy storage and consumer durables. India does not want to repeat the story of solar (panel) and mobile sectors where Chinese companies have taken over most sales. Growing tensions between the two countries can accelerate the ‘Make in India’ programme.
    • Google Buys AR Glasses Company North
    • Jul 14, 2020
    • Google has bought North, a company focused on building augmented reality glasses. The companies announced the news earlier today, saying that North’s &ldq... View More
      Google has bought North, a company focused on building augmented reality glasses. The companies announced the news earlier today, saying that North’s “technical expertise” will help Google invest in its “hardware efforts and ambient computing future.” The details of the deal, including how much Google paid, weren’t revealed. With the acquisition, North says it’ll wind down its Focals smart glasses functionality, meaning wearers who spent up to $1,000 on a first-gen pair last year will soon be unable to use them…Google says it’ll continue to work on ambient computing or building a world in which tech “fades into the background.” (The Verge, June 30) Key takeaways: There is no mention of how this will impact the Google Glass product, which has been continuing with an enterprise and developer focus.  Rather than a strategic, this could be a smart, tactical buy considering the struggles North recently faced.  Indeed, with the acquisition, North announced it would no longer be releasing a planned second version of its nixed originals.
    • Samsung and Microsoft Patent Heart-Friendly Smartw...
    • Jul 14, 2020
    • For the past five years, Apple has been dominating the global market, prompting its competitors to develop smartwatch technologies. Samsung has now patented an... View More
      For the past five years, Apple has been dominating the global market, prompting its competitors to develop smartwatch technologies. Samsung has now patented an accessory device that could be used to provide very detailed heart-related health information. Microsoft is also back on track, patenting a smartwatch featuring a high-end pulse-pressure-sensing wearable device. (Tech Nadu, July 6) Key takeaways: Clearly Samsung trying to stay one step ahead of Apple in health. At the moment, this patent requires a separate device serving as a clip, which is a clunky solution for increased monitoring precision. It’s still at patent stages, but we can see some of the things Samsung is focusing on in the overall health game. 

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