Technology Bulletin

    • SK Innovation Bets on Growing EV Production in Eur...
    • Jan 1, 2019
    • "Turning its focus on the EV battery business, South Korea’s SK Innovation, proposes to boost its production capacity more than tenfold by ... View More
      "Turning its focus on the EV battery business, South Korea’s SK Innovation, proposes to boost its production capacity more than tenfold by 2022, to 55 gigawatt-hours from 4.7 gigawatt-hours a year currently. A supplier of EV batteries to Daimler and Volkswagen, SK Innovation's proposal follows Daimler, stating it would buy more than 20 billion Euros ($23 billion) worth of battery cells by 2030. Daimler and other European automakers are rapidly expanding their EV production, with European regulators tightening regulations on diesel emissions. SK Innovation also stands to benefit from China pledging to increase EV sales quota, while phasing out subsidies for electric and plug-in hybrids by 2020, allowing Chinese carmakers to consider obtaining EV batteries from alternate manufacturers. Currently, EVs with South Korean batteries, are not eligible for subsidies in China." - Vinay Piparsania (Source: Reuters)
    • Unsecured Connected Devices
    • Dec 25, 2018
    • "IoT will be a major part of the future business and home life. However, the journey will not be without any challenges and roadblocks ... View More
      "IoT will be a major part of the future business and home life. However, the journey will not be without any challenges and roadblocks and the one which will likely be more troublesome is IoT privacy and security as it has its own evolution and will likely grow at twice the speed of the IoT industry. Even though solutions like home/baby monitoring devices can save a lot of time for the consumer and facilitate the ease of living life, these devices need to be secured from the chip to the cloud level, as it gathers and stores personal life data which is more valuable." - Satyajit Sinha  (Source: NBC News)
    • 60GHz 802.11ay Wi-Fi Standards Analogous to Their ...
    • Dec 25, 2018
    • "With 5G coming in the picture, Wi-Fi is also evolving to match the reliable, wire equivalent latency/high responsiveness. The 60 GHz 802.11ay Wi-Fi soluti... View More
      "With 5G coming in the picture, Wi-Fi is also evolving to match the reliable, wire equivalent latency/high responsiveness. The 60 GHz 802.11ay Wi-Fi solutions like its cellular cousin 5G mmWave opens a wide range of opportunities like mobile gaming, Wi-Fi Sensing (proximity presence and room-scale depth, identify objects, movements and precise location), untethered VR, cable replacement and wireless backhaul. In mobile gaming, few smartphones like Asus ROG phone are already offering 60Ghz Wi-Fi for a mobile gaming experience on TV screens along withmulti-gigabit WLAN experience." - Parv Sharma (Source: Qualcomm)
    • Apple Could Face a Tough Time in China in The Shor...
    • Dec 25, 2018
    • "Apple could face a backlash in China amid the increasing tension between US and China over the arrest of the Huawei CFO. Some Chinese companies ... View More
      "Apple could face a backlash in China amid the increasing tension between US and China over the arrest of the Huawei CFO. Some Chinese companies are threatening employees that using Apple products could be punishable if caught. This adds to the recent issues that Apple has been facing in China with the district court putting a ban on the sale of older iPhone models. Even though Apple has released a software update to address the issue, it is up to the Chinese government to decide if the software update is enough to resolve the matter. This could put short-term pressure on the iPhone makers as China remains its second largest market after homeland US." - Shobhit Srivastava (Source: CNN Business)
    • The Advent of 5G Devices
    • Dec 25, 2018
    • "The race towards 5G devices has already started and the early adopters are the 5G hotspots and Consumer Premise Equipment (5G CPE's). The size of thes... View More
      "The race towards 5G devices has already started and the early adopters are the 5G hotspots and Consumer Premise Equipment (5G CPE's). The size of these devices is fairly bigger than the last generation 4G LTE devices. Larger silicon size, discrete 5G modems and high Bills of Material (BoM) are a few of the broad reasons for 5G not trickling quickly into the handsets segment. However, the initial boost for 5G is going to be the portable hotspots and CPE's and not the smartphones. They will pick up later once the networks are ubiquitous and standalone." - Parv Sharma (Source: Ars Technica)
    • Foxconn To Build a $9 Billion Chip Plant In China ...
    • Dec 25, 2018
    • "China is still importing over $250 Billion worth of Integrated Circuits every year and lags behind a couple of countries in this product line. Building an... View More
      "China is still importing over $250 Billion worth of Integrated Circuits every year and lags behind a couple of countries in this product line. Building an IC fabrication plant will be an integral part of the "Made in China 2025" policy, strengthening the investments in semi-conductor segment. It seems like Foxconn is targeting semiconductor manufacturing as a new revenue stream. It is said that the planning facility is likely to utilize a 12-inch wafer for production of smart TVs, Industry IoT and AI chipsets. However, both Foxconn and Sharp are inexperienced. Additionally, Zhuhai offers an attractive alternative for investments especially due to its Hi-Tech Industrial Development Zone, educational centers, proximity to Hong Kong and finally the aggressive subsidy it is offering." - Tarun Pathak (Source: CNBC)
    • Huawei Wants to Win and Leap Ahead in the 5G SoC R...
    • Dec 25, 2018
    • "Huawei is reportedly looking to leapfrog rivals such as Qualcomm and Samsung by announcing the world's first SoC with an integrated 5G modem... View More
      "Huawei is reportedly looking to leapfrog rivals such as Qualcomm and Samsung by announcing the world's first SoC with an integrated 5G modem in the first half of 2019 (possibly around MWC or Huawei P30 launch) for possibly using it in Huawei Mate 30, which will be launched in Fall 2019. Most of the first generation 5G smartphones next year are poised to feature discrete 5G modems alongside smartphone SoCs with Qualcomm commanding the lion's share of design wins. However, Qualcomm has a few announcements up its sleeves for next month but it remains to be seen who will be the first to announce, then ship and further promise optimal performance for an integrated 5G SoC solution for devices launching in the second half of 2019 or later." - Neil Shah  (Source: Android Headlines)
    • BMW, Porsche Claim Three-Minute Charging for Elect...
    • Dec 18, 2018
    • "BMW and Porsche have opened a prototype charging station, with a capacity of 450 kilowatts, claiming to charge enough power to drive 100 km (62 miles) in ... View More
      "BMW and Porsche have opened a prototype charging station, with a capacity of 450 kilowatts, claiming to charge enough power to drive 100 km (62 miles) in less than three minutes. The system is co-developed by Siemens, charging specialists Allego and Phoenix Contact E-Mobility. The charger, however, offers more power than any current model can take on. For test vehicles to withstand the surge, Porsche used a cooling system to keep the battery cells and charging cable at a steady temperature. Siemens provided the higher electric voltage energy supply. With a charging capacity more than triple of Tesla’s Superchargers, BMW and Porsche apparently have an edge now over the popular US EV maker." - Vinay Piparsania (Source: Bloomberg)
    • German Automakers Meet Trump as He Weighs New Tari...
    • Dec 18, 2018
    • "Executives from BMW, Daimler and Volkswagen met President Trump’s top economic advisors as his administration is considering tariffs on EU imported ... View More
      "Executives from BMW, Daimler and Volkswagen met President Trump’s top economic advisors as his administration is considering tariffs on EU imported cars. The automotive industry has always been in the realm of political complicity considering the impact this industry has on the national economy. Expect a far-reaching impact ($300 billion trade loss for 25% tariff), if the US imposes import tariffs on cars imported from EU, as auto-trade accounts for some 10% of the total commerce between the two regions. With the US being one of the largest consumers of luxury cars, expect companies like BMW and Daimler to be the most affected ones if the import tariffs are implemented." - Aman Madhok (Source: CNN Business)
    • Ford’s Restructuring Plans Could Involve Double of...
    • Dec 18, 2018
    • "Ford could layoff 25,000 of its employees, more than double of what GM laid off recently. Layoffs are never easy for the company, economy and em... View More
      "Ford could layoff 25,000 of its employees, more than double of what GM laid off recently. Layoffs are never easy for the company, economy and employees. However, to stay in the game, and compete with the Teslas of the world, traditional OEMs need to be agile and asset light. Big OEMs are limiting their product portfolio and focusing only on the bright spots – EVs, autonomous vehicles and SUVs – where the demand lies for a mid-long term period. Also, expect maturing economies like the US and Europe to lose maximum jobs as OEMs focus on emerging and growing Asian economies." - Aman Madhok (Source: The Street)

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 info@counterpointresearch.com