Technology Bulletin

    • VW Establishes Its Own AV Subsidiary
    • Nov 5, 2019
    • "Volkswagen (VW) has established its own autonomous vehicle (AV) subsidiary, VWAT GmbH. In July 2019, VW invested $2.6B in Agro AI. VW plans to take the le... View More
      "Volkswagen (VW) has established its own autonomous vehicle (AV) subsidiary, VWAT GmbH. In July 2019, VW invested $2.6B in Agro AI. VW plans to take the learnings from Agro AI and Audi’s Autonomous Intelligent Driving into VWAT, to speed up its AV development to compete with the perceived front runners like GM Cruise, Google Waymo and Tesla. Combining the strengths of different companies into one, coupled with adequate funding, will bolster VW’s efforts to accelerate its AV development strategy. The formation of VWAT also indicates VW’s interest to develop key AV technologies and implement them across the portfolio. However, VW is behind rivals, Waymo and Cruise. VW will have to attract scarce AV talent from Silicon Valley and China. And given the diverse markets VW plays in, investing in regional centers to better understand local conditions to train its algorithms maybe able to boost its global AV ambitions." - Aman Madhok   (Source: Green Car Congress) "Volkswagen (VW) has established its own autonomous vehicle (AV) subsidiary, VWAT GmbH. In July 2019, VW invested $2.6B in Agro AI. VW plans to take the learnings from Agro AI and Audi’s Autonomous Intelligent Driving into VWAT, to speed up its AV development to compete with the perceived front runners like GM Cruise, Google Waymo and Tesla. Combining the strengths of different companies into one, coupled with adequate funding, will bolster VW’s efforts to accelerate its AV development strategy. The formation of VWAT also indicates VW’s interest to develop key AV technologies and implement them across the portfolio. However, VW is behind rivals, Waymo and Cruise. VW will have to attract scarce AV talent from Silicon Valley and China. And given the diverse markets VW plays in, investing in regional centers to better understand local conditions to train its algorithms maybe able to boost its global AV ambitions." - Aman Madhok  
    • China's Auto Market Outlook 8% Lower Than Previous...
    • Nov 5, 2019
    • "China saw its first drop since the 1990s in 2018 with sales of 28 million cars, a 3% drop from 2017. This downward trend will continue in 2019. With Gener... View More
      "China saw its first drop since the 1990s in 2018 with sales of 28 million cars, a 3% drop from 2017. This downward trend will continue in 2019. With General Motors, Ford, and Peugeot already experiencing double-digit percentage sales drop vs; last year, China Association of Automobile Manufacturers (CAAM), has revised its forecast of China's 2019 sales dropping further to about 26 million, a decline of around 8% which is in-line with Counterpoint’s forecasts. The key reasons are slowing economic growth amidst US-China trade tension, better local public transportation, ride-sharing options and the tighter vehicle emissions standards pushing buyers towards New Energy Vehicles (NEVs). However, the progressive reduction of subsidies in the NEV category has not helped. The NEV sales have also dropped 34% YoY in September, following a 16% decline in August. CAAM, however, maintains that China continues to be on track to grow to 30 million by 2023, if not more. For any recovery to happen, an urgent first-quarter policy intervention, stimulating economic growth, would need to be announced within the next two months." - Vinay Piparsania (Source: Reuters)
    • Apple Revamping Smart Home Efforts After Falling B...
    • Oct 30, 2019
    • "Apple is ramping up hiring for a team to work on new smart home devices to catch up with Google and Amazon, who are dominating this field. Apple is seekin... View More
      "Apple is ramping up hiring for a team to work on new smart home devices to catch up with Google and Amazon, who are dominating this field. Apple is seeking to redesign its smart home platform, HomeKit, to spur more outside accessory and appliances to be connected with Apple’s voice assistant, Siri. Apple is also considering the possibility of developing new home devices beyond the HomePod speaker. Gaining a foothold in the smart home market is significant for Apple amidst a continued decline in iPhone sales. The HomePod hasn’t gained widespread popularity due to its high price, reliance on Apple service, and smaller base of connectable smart devices. More importantly, Amazon and Google’s smart-home ecosystems are far larger than Apple’s." - Angela Cheon (Source: Bloomberg)
    • Xiaomi Enters Smartwatch Market Space After Smartb...
    • Oct 30, 2019
    •   "Xiaomi is about to enter the smartwatch market with a brand new product. The watch will use Snapdragon Wear 3100 SoC along with eSIM support. Th... View More
        "Xiaomi is about to enter the smartwatch market with a brand new product. The watch will use Snapdragon Wear 3100 SoC along with eSIM support. The watch will also feature Wi-Fi, GPS, and NFC. In the wearable industry, trends indicate a shift from smartband to the smartwatch segment. A year ago, Fitbit went through this transition. Now, Xiaomi, which has already established its name in the smartband market, will soon be launching its first smartwatch. Its established sales channels and brand awareness of Mi smartphones and smartbands will drive the home advantage for the Xiaomi smartwatch." - Satyajit Sinha   (Source: First Post)
    • TSMC and GlobalFoundries Announce Resolution of Gl...
    • Oct 30, 2019
    • "The settlement sets aside the 25 legal complaints that GlobalFoundries filed against TSMC back in September. The multiple lawsuits that TSMC issued earlie... View More
      "The settlement sets aside the 25 legal complaints that GlobalFoundries filed against TSMC back in September. The multiple lawsuits that TSMC issued earlier this month against GlobalFoundries' initial complaints will also be dismissed as part of the settlement. The lawsuits had alleged that GlobalFoundries (GF) infringed upon 25 patents related to TSMC's node processes. In addition to all litigation being dismissed, the companies also agreed to a patents cross-license that will allow them to use each other's existing semiconductor patents, as well as any semiconductor patents that either company files during the next 10 years. The cross-license was agreed upon by both companies as they want to continue investing significantly in semiconductor research and development, the companies said. The details of the patents cross-license are still not clear, but it's surprising that the dispute has been resolved so quickly. From the perspective of patents, it can be that GlobalFoundries does have some key patents. From the perspective of national security, it appears that GlobalFoundries may help to produce high-end chips for the US government. The strength of GlobalFoundries is its SOI and SiGe. Therefore, this may mean TSMC will develop low-power & RF-related technologies without infringing GlobalFoundries' patents. It may be bad news for other foundries." - Brady Wang (Source: TSMC)
    • AirPods Pro - What You Need to Know About the Next...
    • Oct 30, 2019
    • "Over the last couple of months, there have been strong rumors that Apple's next-generation AirPods will be released by the year-end. AirPods Pro has j... View More
      "Over the last couple of months, there have been strong rumors that Apple's next-generation AirPods will be released by the year-end. AirPods Pro has just shown up on Apple's official product page. AirPods Pro's new features include active noise cancellation, sweat/water resistance, and three different sizes of flexible silicone ear tips. Apparently, the new ear tips could help solve one of the biggest issues with the past models, that they do not fit in all ears securely. Considering the higher price point of AirPods Pro, US$249 with a wireless charging case, than the previous AirPods' prices(US$159 with a wired charging case and US$199 with a wireless charging case), AirPods Pro will not be a replacement for the past models but a more premium version of them. While the sales of the new iPhone 11 series are off to a very strong start, Apple's strong win-win effect for the premium phone and AirPods Pro can be expected." - Liz Lee (Source: Tech Radar)
    • MediaTek Will Launch the First Cheap 5G Compatible...
    • Oct 30, 2019
    • "MediaTek has developed an SoC compatible with the 5G network, which relies on the Helio M70 5G modem, a mid-range rival of the Qualcomm X50 modem. The mod... View More
      "MediaTek has developed an SoC compatible with the 5G network, which relies on the Helio M70 5G modem, a mid-range rival of the Qualcomm X50 modem. The modem delivers download speed of up to 4.7 Gbps and a throughput of 2.5 Gbps. The SoC will have an ARM Cortex-A77 CPU and a Mali-G77 ARM GPU, all on 7nm architecture. The mass production will begin in the second quarter of 2020. This processor will be first manufactured in 7nm FinFET at TSMC’s facilities. All signs point to sales of mid- and low-priced 5G phones beginning in China in 2020. There is an expectation that subsidy will be paid for 5G market activation in China. MediaTek's 5G compatible mid-priced SoC is adding fuel to this expectation. According to gizChina, OPPO and Vivo will be the main customers of this new SoC. However, MediaTek's new SoCs may be in a short supply situation since the SoCs will be produced through TSMC's 7nm process. And already there is a very high production demand for this process." - Jene Park (Source: Gizchina)
    • Ola Launches Self-Drive Car-Sharing Service in Ind...
    • Oct 22, 2019
    • "Ola Drive will be available initially in Bengaluru and expand eventually to Hyderabad, Mumbai, and New Delhi. Being in direct competition with Zoomcar and... View More
      "Ola Drive will be available initially in Bengaluru and expand eventually to Hyderabad, Mumbai, and New Delhi. Being in direct competition with Zoomcar and Drivezy, Ola has positioned its self-drive service 30% cheaper than competitors, offers short-term rentals, and allows users to customize their service – from the number of kilometers to hours of rental. India’s car-sharing market has significant potential. However, it has yet to see a large-scale player in operations, which can make the model viable. Given Ola’s experience and current scale in hailed services, the company is in a strong position to dominate the self-drive category." - Vinay Piparsania (Source: Economic Times)
    • Tesla’s Chinese Plant Gets Hooked Up to State Grid...
    • Oct 22, 2019
    • "Tesla’s first Chinese plant in Shanghai got hooked up to the State Grid Corporation of China’s power supply for preliminary production. State ... View More
      "Tesla’s first Chinese plant in Shanghai got hooked up to the State Grid Corporation of China’s power supply for preliminary production. State Grid Corporation said it will eventually increase the power supply eightfold for the factory to run at full capacity. Tesla aims to produce at least 1,000 of its best-selling Model 3 cars a week at the plant, by the end of the year. The plant in China is Tesla’s first overseas plant. China’s electric vehicle market has slowed in the past two months amid economic weakness. However, China is still a key market for electric vehicles, given its sheer size and increased environmental awareness." - Mengmeng Zhang (Source: BNN Bloomberg)
    • LG Innotek Unveils 5G Communication Module for Aut...
    • Oct 22, 2019
    • "LG Innotek developed an automotive communication module based on Qualcomm’s 5G chip. This module combines a communication chip, memory, and RF circu... View More
      "LG Innotek developed an automotive communication module based on Qualcomm’s 5G chip. This module combines a communication chip, memory, and RF circuit. It enables the sharing of real-time traffic information, precise location measurement, V2X (Vehicle-to-Everything) and transmission of massive data. In particular, it features a low latency (1ms or less), which is one-tenth of an LTE module. The automotive chip uses new plastic materials that are less sensitive to heat, meaning they don’t deform in the heat generated by the 5G network as well as sunlight on the vehicle roof. The chip can be used regardless of regions or vehicle types because it follows the 3GPP Release, the newest 5G standard."- Angela Cheon (Source: Digitimes)

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 [email protected]