Technology Bulletin

    • Alphabet Discloses YouTube Ad Revenues of $15.15 B...
    • Feb 4, 2020
    • "This is the first time Alphabet announced numbers for YouTube and Cloud. We believe a large share of YouTube’s revenue goes to creators, but it is s... View More
      "This is the first time Alphabet announced numbers for YouTube and Cloud. We believe a large share of YouTube’s revenue goes to creators, but it is still impressive and likely to increase as content consumption is on the rise across all regions. Additionally, Google’s Cloud business generated $8.92 billion in revenue in fiscal 2019. It is one of the fastest growing segments for Alphabet. The move to disclose YouTube and Cloud revenue gives additional insights on the business segmentation for Alphabet. " - Tarun Pathak (Source: CNBC)
    • Inside Samsung's 5G Factory for AT&T
    • Feb 4, 2020
    • "After AT&T engaged Samsung as one of its 5G radio equipment vendors, the two companies decided to use Samsung's Austin facility as the site of a 5... View More
      "After AT&T engaged Samsung as one of its 5G radio equipment vendors, the two companies decided to use Samsung's Austin facility as the site of a 5G testbed.  Samsung is using the network to leverage its best people to train new employees and direct workflow by using extended reality.  The workers can wear Microsoft HoloLens headsets that connect to the 5G network.  Samsung is trialing other use cases for its 5G network, including a 5G connection to Austin's first responder network, in case of emergencies, and sensors on factory equipment to monitor variables like temperature and humidity." - Minsoo Kang (Source: Light Reading)
    • Mediatek Expands G Series With the Launch of Two N...
    • Feb 4, 2020
    • "MediaTek announced two new chipsets the Helio G70 and Helio G80 expanding its gaming-focused G series. The chipsets are aimed at the affordable gaming seg... View More
      "MediaTek announced two new chipsets the Helio G70 and Helio G80 expanding its gaming-focused G series. The chipsets are aimed at the affordable gaming segment that is seeing growth in the emerging smartphone markets like India and South East Asia. The G series is expected to increase the overall average selling price for the MediaTek chipsets and will increase its competitiveness against Qualcomm's Snapdragon 400 and 600 series." - Shobhit Srivastava (Source: Android Central)  
    • Samsung Launches S10 Lite and Note 10 Lite
    • Feb 4, 2020
    • "Samsung has launched ‘lite’ versions of its flagship and Note series in India. The Note 10 Lite features the stylus but has an older Exynos 98... View More
      "Samsung has launched ‘lite’ versions of its flagship and Note series in India. The Note 10 Lite features the stylus but has an older Exynos 9810 chipset. The S10 Lite includes the Snapdragon 855, a new 5MP macro camera and OIS. The devices are a mix of some new features and some borrowed from the higher priced variants.  Both the devices introduce these unique features in the segment, which is otherwise led by OnePlus in India. Samsung was lacking a strong device in this segment and OnePlus was enjoying the lack of any strong competition. As a consumer, the devices bring a new variety to choose from. After the successful A series revamp in the mid segment, this is another strategy shift from Samsung to capture the affordable premium segment, which is to remain very crucial in the emerging markets." - Varun Mishra (Source: Money Control)
    • The Impact of Coronavirus Outbreak on Supply and D...
    • Feb 4, 2020
    • "The problem of coronavirus (CoV) in Wuhan, China seems to be getting worse. At present, more than 20,000 have been infected worldwide, and the speed is in... View More
      "The problem of coronavirus (CoV) in Wuhan, China seems to be getting worse. At present, more than 20,000 have been infected worldwide, and the speed is increasing rapidly. Most of the people currently infected are in China, but they are also spreading globally. There are confirmed cases in more than 20 countries including Korea, the United States, Germany, Taiwan, Japan and more. At least 10 cities in China have been on lock-down and affect more than 50 million people. However, the number of cities and people affected in China is still increasing. So far, there is no cure for CoV. However, the virus’ genetic code has been read. A vaccine can be synthesized in around three months, but it will take some time to ensure efficacy and distribute. While the outbreak is in progress, people are deterred from venturing out to shopping centers and even online deliveries are disrupted.  In addition to demand side disturbances, the outbreak also impacts the supply side.  At present, the cities on lock-down are located in Hubei Province which is a region of semiconductor and automotive manufacturing. In terms of semiconductors, there are several fabs in Wuhan, including SMIC, YMTC, and XMC. YMTC is a 3D NAND manufacturing plant. However, its capacity remains small, so will have less impact on the memory industry. The main product of XMC is NOR flash. XMC ranked No.5 in 2018 but is an important NOR flash supplier in China. The outbreak will affect the supply of NOR in the short term. There are various studies assessing the impact of the epidemic on the Chinese economy and even globally. The EIU believes it will reduce China's GDP by at least 0.5%. The SARS that occurred in 2003 also had a negative impact on China's economic growth. But many believe that this time the negative impact will be greater than SARS." - Brady Wang (Source: Wall Street Journal)
    • Fiat Chrysler's Announces New Infotainment System...
    • Jan 28, 2020
    • "Uconnect 5 is built on the Android OS using upgraded hardware. It supports both Android Auto and Apple CarPlay, which can be used wirelessly. It also intr... View More
      "Uconnect 5 is built on the Android OS using upgraded hardware. It supports both Android Auto and Apple CarPlay, which can be used wirelessly. It also introduces inbuilt LTE and WiFi for the always-connected car. Using the system, OTA updates will be seamless. Since the OS is based on Android it can support multiple applications, but many will need to be modified for the car's interface. There is also inbuilt support for Alexa, which enables controls like remote ignition or door locking. This is a step-up from assistants controlling just the infotainment and enables players like Amazon to get their hands-on data not available earlier." - Parv Sharma (Source: The Verge)
    • Indian Bike Rental Startup Bounce Raises Funding
    • Jan 28, 2020
    • "Bounce just raised series D funding with a valuation at $500m, from ~$200m in June 2019. These are good signs for a shared mobility company, especially on... View More
      "Bounce just raised series D funding with a valuation at $500m, from ~$200m in June 2019. These are good signs for a shared mobility company, especially one operating in India where things like infrastructure challenges, pollution, and road safety are problems. Bounce is in six cities in India and partners with over 250,000 small shops to get its fleet operating smoothly. It also allows micro-entrepreneurs to add their own bikes to the Bounce fleet, creating opportunities for many to earn extra income. Bounce has plans to incorporate its own electric scooters into the fleet, using a rugged design to address durability concerns. Shared mobility is a big opportunity and Bounce is seeking to capitalize on it in the Indian market." - Maurice Klaehne (Source: Tech Crunch)
    • Uber Signed a Deal With Nissan for Supplying 2000 ...
    • Jan 28, 2020
    • "Uber has partnered with Nissan to supply 2000 e-LEAF with 40kWh battery capacity and 168 mile driving range to Uber drivers in London. Uber has already ra... View More
      "Uber has partnered with Nissan to supply 2000 e-LEAF with 40kWh battery capacity and 168 mile driving range to Uber drivers in London. Uber has already raised  £80 million to transition to electric vehicles (EV) in its Clean Air Plan. Uber lost its license in London in November 2019 after authorities found that 14,000 trips were completed by drivers using fake identities; it is currently appealing the decision. This electrification deal is a further sign that Uber is trying to engender goodwill in London, the mayor of which is strongly promoting zero emission vehicle use in London. In January 2020, the UK government doubled funding for charging infrastructure. Uber's vision to provide 45,000 EVs by 2025, will also help the UK government to reach zero emission plan. This deal will likely encourage other taxi and ride-hailing companies to promote EVs in their fleet." - Soumen Mandal (Source: Uber Newsroom)
    • Rivian to Make a Skateboard Platform for Ford
    • Jan 28, 2020
    • "Rivian Automotive, the electric-truck startup backed by Amazon and Ford, will provide the skateboard platform- including motor, battery pack, computer sys... View More
      "Rivian Automotive, the electric-truck startup backed by Amazon and Ford, will provide the skateboard platform- including motor, battery pack, computer systems, and wheels- for a premium, high-performance electric Ford vehicle. Ford will be developing the top hat, the body, and the interior. Ford invested in Rivian in April 2019, looking to develop products using Rivian’s technology. Rivian at its end, is looking for alliances to grow beyond its own consumer electric vehicle offering.  Rivian will also be building a fleet of electric delivery vehicles for Amazon by September 2021. Clearly Rivian’s strategy is broadening its revenue streams, volume and profitability beyond its own offerings as a hedge against changing customer preferences or facing economic downturns." - Vinay Piparsania (Source: Bloomberg)
    • Bird Raises US$75 Million and Acquires E-Scooter S...
    • Jan 21, 2020
    • "The micro-mobility leader, Bird raised US$75 million in series D funding and reached a funding total of US$350 million as of January 2020. Bird acquired E... View More
      "The micro-mobility leader, Bird raised US$75 million in series D funding and reached a funding total of US$350 million as of January 2020. Bird acquired European micro-mobility leader, Circ, which operates over 14 countries across Europe and UAE. Earlier in 2019, Bird also acquired West Coast rival Scoot for US$25 million. From these investments and launching new e-scooter models, Bird is expanding its business from kickboards to the e-scooter market. Bird has been trying to enter the European market and this acquisition will help. Bird is now shifting its focus from growth to profitability, so it is looking for economies of scale in the micro-mobility market. Again, this acquisition will give strong competition to other large micro-mobility players like Jump, Lime, Spin and CityScoot." - Soumen Mandal (Source: Bird)

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