Month: April 2020

  • TSMC to SMIC + more things

    Huawei is gradually shifting chip production from TSMC to SMIC  – this is China decoupling from western supply chains. TSMC to SMIC also has the additional benefit of damaging Taiwan’s leverage on China. More on Huawei here.

    Plastic surveillance: Payment cards and the history of transactional data, 1888 to present – Josh Lauer, 2020 – interesting but hardly surprising conclusions from data-mining

    ‘Furious and scared’: Long before COVID-19, these families knew Canada’s long-term-care system was broken | The Star – issues with Chinese government-owned companies and a complete lack of accountability

    HNA in chaos as internal divisions erupt in public | Financial TimesOne investor who sought to buy a large real estate portfolio from HNA in late 2018 said that the deal fell through because it was no longer clear who was in control of the assets – this is interesting when you start about thinking allegations of all Chinese businesses (like Huawei) essentially being state-directed businesses. Especially when you consider it in the context

    Inside Icebucket: the ‘largest’ CTV ad fraud scheme to date | Advertising | Campaign AsiaWhite Ops has uncovered what they report to be the largest-ever connected TV fraud operation in history, affecting more than 300 publishers and millions of dollars in ad spend.

    Local TV Is Back (With an Assist From Coronavirus?) | The National Interest – yet broadcast TV isn’t in mix when experts talk about advertising at the present time

    What really happens to the clothes you donate | Macleans – interesting complex supply chain for fibres and nothing. Also interesting how grading of garments stayed within the Asian diaspora formerly based in the British colonies of East Africa

    Sorry Huawei, the P40 Pro without Google apps is just too broken to live with – probably one of the best rundowns on how the lack of access to Google mobile services is handicapping Huawei handsets

    China’s top chipmaker says it can match Samsung on memory tech – Nikkei Asian Review – how much of it is stolen technology?

    Contingency planning: where should brands be moving their ad spend? – GlobalWebIndex – an interesting read but needs the additional lens of channel effectiveness as well

    Cam Girls, Coronavirus and Sex Online Now – The New York Times – it will be interesting to see if it continues on post crisis

  • Ruining Oxygene

    I didn’t mean to write a post about ruining Oxygene by Jean-Michel Jarre. Instead I had hoped to write a post about the joy of having got my hands on one of Sony’s legendary D-Z555 Discman. That post will have to wait for another time.

    Jean-Michel Jarre - Oxygène (1976)
    Oxygene shot by luna715

    I had a 1980s vintage CD of Oxygene. Moving to Hong Kong had seen it go along with a lot of my other belongings. I had wanted to listen to it to hear the quality of the D-Z555. I got a new copy from Amazon. The Oxygene I remembered has highs and lows. It makes use of stereo spacing to move its sweeping sound around you. I paired it with a modern pair of Sony in-ear monitors (MDR-EX800ST) with custom Snugs ear moulds.

    This is wasn’t the Oxygene that I’d previously heard. The first thing that I noticed was the that the constant peak across frequencies on the on-board display. Then it stayed loud, when it doesn’t go quiet. So loud it made the hair stand up at the back of my neck and became uncomfortable to continue listening.

    I took the CD out and played E2 – E4 by Manuel Göttsching. But this sounded glorious and the onboard display was more what I expected. The highs, the lows. The space that allows all the instruments room to shine.

    Tried a new copy of Jean Michel Jarre’s album Magnetic Fields and had a similarly uncomfortable listening experience.

    So I went back to the Oxygene CD case. In the small writing it said that the album had been digitally remastered from the original analogue tapes. The same remastering company had also done the Magnetic Fields CD as well.

    This remastering process has been what was ruining Oxygene for me. Looking at reviews around the web, it was obvious that this process had been unpopular. Looking at the prices of Oxygene and Magnetics Fields CDs on Discogs showed that there was premium price on the original CD versions. This wasn’t just about rarity. Like Dire Straits and Sade albums, these were commonplace in CD collections.

    I delved into reading about the loudness war. I was aware of the loudness war and the effect that it had on pop music. But Jean Michel Jarre isn’t really radio play material. (Although Magnetics Fields had been used as a signature track for an Egyptian numbers station* in the past. His albums whilst popular are slow steady sellers.

    A lot of the music that I listen to didn’t need high dynamic range compression. I knew that sampled instruments and digitally synthesised instruments are naturally more compressed, lacking the peak transients of live performances. My friend Joe used to record dance music before building a property empire. His uncle was a long-time musician (ex-Mission, Pulp and Artery) who then left to record electronic music in New Mexico. I vicariously got some of my studio recording knowledge from him through Joe.

    Overall I hadn’t really been exposed to large amounts of high dynamic compression in music before. This practice of making loud music. This had started in earnest in the 1990s as digital signal processing put more tools in the hands of the mastering engineers.

    Historically compression techniques had been used creatively. Motown frequently pushed the limits of vinyl recordings, particularly 7 inch singles.

    Motown was notorious for cutting some of the hottest 45s in the industry

    Nashville mastering engineer Bob Olhsson

    Digital signal processing seems to have led to a dramatic acceleration in this evolution

    There’s a 12 to 14dB apparent loudness difference between Black Sabbath, produced in 1977 or so and transferred to compact disc in the early ’80s, and the Black Eyed Peas’ ‘Let’s Get It Started.

    Bob Katz, mastering engineer

    Both quotes were from an article written in 2005 and things seem to have got only worse. The reasons for this are myriad:

    • In-car listening and iPods were considered to blame. But the level of compression is far beyond that
    • The decline of consumers actively listening to music, using it as audio background
    • Inexperienced engineers who don’t know what good sounds like
    • Inexperienced artists think that overly compressed masters sound better

    Whilst record label A&R people were considered partly responsible for loud mixes on vinyl singles. By 2005, record labels weren’t considered to be pressuring mastering engineers for louder mixes.

    Ruining Oxygene seems to have occurred a few years later as streaming services built up steam. I remember how Yahoo! Music used to master their streams when I worked for Yahoo! Europe. They were ripped straight from CD on a desktop HP computer by whoever had time in the music team.

    All of my research into the process of ruining Oxygene seems to have been a vicious circle. Various pressures on compression lowered the bar on what was good and that went through several cycles.

    The morals contained the story for music listeners are

    • Progress doesn’t mean better
    • We have lost something with the move away from actively listening to music

    *Numbers stations are a rabbit hole that you can descend into on the internet. So rather than having to go there, here’s a potted explanation. Countries would have spies embedded abroad, often for years at a time. In order to give them instructions or information, it would be preferable to do it in a manner that didn’t involve directly interacting with the agent. Shortwave radio filled this breach. The signals carry over huge distances. The messages would be concealed in numbers, often read out using speech synthesis – which gives them an other worldly feel.

  • How brands grow part 2

    I’ve been re-reading How Brands Grow Part 2 by Jenni Romaniuk and Byron Sharp. Part 1 is well known. It is the go-to bible for consumer marketers written by Sharp.

    part2
    How Brands Grow Part 2 by Romaniuk and Sharp

    In part 2 Sharp and Romaniuk looked at business-to-business marketing, luxury marketing and influencer marketing. The things that I found particularly interesting in part 2:

    • The heuristics around business-to-business marketing are remarkably similar to consumer marketing. This means that even in B2B marketing, the importance of brand building is paramount. This is very much at odds with the way in which business-to-business marketing is practiced
    • Part 2 provides a much needed dose of pragmatic realism on influencer marketing. Influencer marketing carries the most weight with people that would be interested in the brand anyway. It is less efficient than marketers seem to believe. If you look at Unilever at the end of the Keith Weed era; influencer marketing took an outsized proportion of marketing spend that could not be explained in a world of zero based budgeting (ZBB) that the company had brought in
    • Romaniuk and Sharp manage to explain why luxury brands need sustained advertising to sustain their standing despite the very nature of luxury being hard to find (and so discover) unless you’re part of the cognoscenti

    Regardless of your marketing area both part 1 and part 2 will help you to be a better marketer. What immediately becomes apparent is that empirical research done by Sharp and company outlined in part 1 and part 2 are best viewed selectively.

    Fads become orthodoxy in the face of empirical evidence to the contrary. A classic example would be the headlong dash into digital regardless of its role in the marketing mix.

    It would be great if these books were paid attention to as well as read by marketers.

  • What consumers need + more

    What Consumers Need to Hear from You During the COVID Crisis – Harvard Business School Working Knowledge“NEARLY A QUARTER OF BRANDS HAVE GONE DARK, PAUSING ALL OF THEIR PAID MARKETING COMMUNICATIONS FOR THE FIRST AND SECOND QUARTER OF THE YEAR.” – their emphasis not mine. On the face of it that article is a good guide on what consumers need to hear most times; but I would have preferred to see that there was empirical research behind this. It relies on ‘common sense’ and smart people’s guess work / opinion to try and figure out what consumers need to hear from brands. What is undeniable is not that what consumers need to hear, but that consumers need to hear something. Media without advertising support will go under. Brands going silent are losing salience and brand consideration. Consumption still goes on. We communicate now, to influence post-COVID markets, that isn’t about what consumers need, but what brands need. More on related topics here.

    In the Battle Against the Machines, She’s Holding Her Ground – The New York Times – machine learning stuggles with things like multiple voices

    Chinese factories go to extremes to fend off second wave of coronavirus cases – The Washington Post – paywall. Interesting the kind of precautions Foxconn et al are taking to stop re-infection from decimating its workforce and shutting down their manufacturing lines

    Coronavirus Surveillance Helps, But the Programs Are Hard to Stop – Bloomberg – Two people taunted on social media for having an affair because the data showed they were at the same hotel at the same time turned out to have been there for a church gathering.

    UN’s partnership with Tencent at odds with its push for global unity – this is very dark, particularly when you take into account the hand China has played with compromising the WHO

    Thevintageknob.org • View topic – The web of japanese contractors – fascinating investigation into the complex web of sub contractors who supported the Japanese hi-fi industry

    TikTok Told Moderators: Suppress Posts by the “Ugly” and Poor – I presume this helped change the algorithms as well? It is a mirror of wider society

    Zoom admits user data ‘mistakenly’ routed through China | Financial Times – security has become a hot mess for Zoom

    What is Gen Z spending its money on? — Quartz – is it really that different?

    US prez Trump’s administration reportedly nears new rules banning ‘dual-use’ tech sales to China • The Register – ok this is going to get interesting

    Suspense – Single Episodes : Old Time Radio Researchers Group : Free Download, Borrow, and Streaming : Internet Archive“On September 30, 1962 a major milestone in radio drama came to an end with the final episode of the long running series, SUSPENSE. Ironically, the episode was titled “Devil Stone” and was the last dramatic radio play from a series that had its roots in the golden age of radio. What began as a “new series frankly dedicated to your horrification and entertainment” took on a life of its own mostly due to the talents of some outstanding producers and adaptations and original stories from the cream of mystery writers of the time. The golden age of radio was truly the golden age of SUSPENSE as show after show broadcast outstanding plays which were “calculated to intrigue…stir [the] nerves.” 911 radio plays from the 40s, 50s and 60s! SO MUCH STYLE! Honestly, I’ve listened to a few of these now and they are wonderful; great stories, great acting, and proper time travel – wonderful, and a perfect bedtime story if you’re in the market for such a thing. – via Matt Muir

    The life and timepieces of Ralph Lauren | How To Spend It – I love Lauren’s attitude to watches

    Gen Z. The Myth. The Reality. | GeometryI sometimes read out a excerpt from an article in Time Magazine to my colleagues when discussing Gen Z:“Deeply committed to the redemption of social imperfections, they have taken on a vast commitment towards a kinder, more equitable society; they are markedly saner and more unselfish than their elders.”Everyone nods respectfully, seeing images of Greta Thunberg in their mind.There’s One Phrase for the Aspirations of Gen Z that I Think is Oracular in an Interesting Way. The twist: it’s from a 1965 issue of the magazine. And they’re actually talking about Baby Boomers.

    Why Don’t We Just Ban Targeted Advertising? | WIRED – The most interesting thing is what this article misses – the questionable effectiveness of targeted advertising as opposed to smart mass advertising in the marketing mix a la Byron Sharp

    Porn platform poses as a snack delivery app on iOS – Porn is illegal in China, so one porn platform is hiding in plain sight | Abacus – interesting, how did this get through testing? Did they have a working snack delivery service up and running for testing; to get this through iOS testing in particular?

    Michel Lamunière: “Print is going to thrive in luxury and fashion” | Luxury SocietyI agree that print is being challenged in categories like news and general women’s lifestyle ­– I don’t see much of a future for those kinds of media. But with luxury, I think that, and I believe, that there will be less players in the future, and that the ones who do it right will really be able to continue to grow. So the product itself needs to be absolutely beautiful. There’s no room for average layouts and content. The content needs to be exclusive, unique, and super engaging

    Axios China – China’s v-shaped coronavirus recovery looks too good to be true – interesting PMI data that looks ‘too perfect’

    Can Taiwan Benefit From China’s Ouster of US Journalists? | The Diplomat – great opportunity for Taiwan

    Coronavirus gives China more reason to employ biometric tech – Nikkei Asian Review – (paywall)

    The Karen meme — TikTok escapism in a time of crisis | Financial TimesKarens are moms — pushy ones. They share corny inspirational quotes on Facebook, buy merchandise inscribed with “Live Laugh Love” and love to ruin teenage fun. What really marks out a Karen, however, is their capacity to complain and get their own way. If you ever worked in a shop or restaurant when you were younger, you will remember who the Karens were — they were the ones who asked to speak to your manager. – I must admit I am with the kids on this

  • Tokyo Metro + more things

    Upcycling a Tokyo Metro train into a coffee vending machine. Suntory Coffee collaborated with Tokyo Metro on a one-off vending machine based on parts of a decommissioned train. The level of detail that they put in is amazing. Trains have a big part of modern Japanese city life. Japan has more railways and more train travel than most other countries. It was part of a concerted post war strategy that saw the creation of the bullet train and a wide range of commuter railway lines. It stands in stark contrast to a post-Beecham report train system in the UK. More Japan-related posts here.

    via Sora News 24
    Chipotle
    Chipotle by Mike Mozart

    Chipotle hosts virtual lunch hangouts amid pandemic | Contagious – Chipotle tapped into the widespread use of Zoom to develop virtual lunches. They might do food but they also realise that work lunch has social aspects. As far as I know this was the first consumer marketing campaign on Zoom and shows what an agile marketing team can do. It would be interesting to see if there is any marketing effectiveness data around the campaign in the future.

    Adidas GMR tech combines sport and gaming | Contagious – interesting combination of wearable, gaming and locative technologies. It also shows the potential of what Nike Plus could achieve with this arguably wider existing customer base.

    Lil Mariko’s ‘Where’s my Juul?’ blew up for a second time. The first time was due to the anxiety of jonesing for that nicotine fix. The second time is because it perfectly expresses cabin fever. Mariko Zhang is the full package in this video. The song slips somewhere between EDM and BabyMetal.

    Channeling cabin fever

    The guys over at Zak have launched a new video series of interviews and episode one covers young people around the world coping with lockdown.