Category: telecoms | 電信 | 통신 | テレコム

I thought about telecoms as a way to talk about communications networks that were not wireless. These networks could be traditional POTS (plain old telecoms systems), packet switched networks including ethernet or some hybrid of the two.

I started my agency career working during the dot com era. What was happening in the broader technology space was one wave of technology cresting, while another one rose.

In the cresting space was:

Enterprise software (supply chain software, financial systems, database software, middleware software tools).

NIC cards (network interface cards, a way of getting your computer to be able to communicate with an ethernet network. It was a little circuit board that connected on to the mother board and allowed.

Mainframe and  mini-computers. It was around about this time that company owned data centres peaked.

In the rising wave was:

Servers –

  1. Unix servers and workstation grade computers were what hosted the first generation of websites. Names that did particularly well were Sun Microsystems (now part of Oracle) and Silicon Graphics Inc. (SGI). Sun Microsystems ran everything from investment banking models to telecoms billing systems. It’s hardware and software made great web servers. SGI was facing a crisis in its core market of 3D modelling due to Moore’s Law, but its operating systems was still very powerful. They managed to get some work as servers because people had them around in creative agencies.
  2. You also had a new range of servers on the low end. A mix of new suppliers like Cobalt Networks and VA Linux, together with existing companies like Dell who were offering Linux and Windows web servers that were really repackaged local area network file servers.

Enterprise information management software. The web posted its own problems for content management and publishing and companies like Captiva and Open Text rushed in to plug the gap.

Traditional vendors like HP and IBM rushed into provide a mix of software and hardware based solutions including e-business by IBM, which morphed into ‘Smarter Planet’

Telecoms companies – two things happened.

  1. Phone services were deregulated opening up former state owned incumbents to competition in fixed line and mobile telephony
  2. Data services really started to take off. Multinational companies like Shell looked to have a global data network for routing their calls over, so in many respects they looked like their own telecoms company. Then those data networks started to become of interest to the nascent internet providers as well. Mobile data started to gain traction around about the time of the dot com bust

So it made sense that I started to think about telecoms in a wide but wired sense, as it even impacts wireless as a backhaul infrastructure. Whether this is wi-fi into your home router or a 5G wireless network connecting to a fibre optic core network.

  • 25 technologies

    25 technologies that have come to prominence during the past quarter century and have changed the world. CNET came up with their own list. That inspired me to take a run at it and make my own list of 25 technologies.

    CNET’s list

    My list

    Apple iPhone

    SMS and instant messaging

    Wi-Fi

    Wi-Fi

    IoT (internet of things)

    Mobile broadband

    Voice assistants

    DOCSIS & DSL

    Bluetooth

    Bluetooth

    VPN (virtual private network)

    Voice recognition

    Bitcoin

    Search

    Blockchain

    SaaS (Software as a Service)

    MP3

    VoIP (voice (and video) over IP)

    Facial recognition

    Global navigation satellite systems

    Artificial intelligence

    OSS (open source software)

    Drones

    Email

    DNA testing

    XML (eXtensible Markup Language)

    Quantum computing

    JavaScript

    Social networking

    Social networking

    3D printing

    MPEG – (Moving Pictures Experts Group)

    Video streaming

    NFC – (near field communications)

    Apps

    Apps

    Autonomous vehicles

    2FA (2 factor authentication)

    RFID

    RFID

    Virtual reality

    Strong cryptography

    Video conferencing

    OCR

    E-cigarettes

    Machine learning

    Ransomware

    USB

    Music streaming

    CMOS sensors

     

    Looking over the list of things now, I can see that my ideas were about more foundational 25 technologies required to make the modern technology environment. I also have taken a more sanguine view on the 25 technologies.

    Bitcoin and blockchain didn’t make the cut. Most of the applications that people like IBM look at call for a ‘private blockchain’, which negates the distributed ledger benefit. It can’t handle as many transactions as an Oracle database as fast. Digital currency maybe a thing and central banks have been actively thinking about it, but I am less convinced by cryptocurrencies. Secondly, crypto currencies are exceptionally energy inefficient; which is important in a world trying to move towards a low carbon economy.

    With quantum computing it is just too early to tell. The technology is probably only where the digital computer was back in the 1940s. IBM have form in backing alternative forms of computing that haven’t panned out, like Josephson junctions, optical computing and gallium arsenide based computing. None of which have made it into mainstream computing.

    Back in the 1980s progress was made at a furious rate on superconducting materials, with a future promise of room temperature superconductors at some point in the future. Although the research gave use some novel materials, it has mostly made a difference in heavy hospital based medical equipment sensors. Hence my hesitation to get excited about technologies still in their relative infancy.

    Common items in the list of 25 technologies

    Wi-Fi – like many technologies, Wi-Fi didn’t suddenly spring forth from the ether. It was the child of several developments over three decades. The name itself came about in 1999, created by branding agency Interbrand. It meant nothing in and of itself except as a pun on ‘hi-fi’. The name and logo were important at the time as they were signs of compatability. A laptop with wi-fi could log on and use a network with the right security details. This changed IT and buildings dramatically. Before Wi-Fi, you needed ethernet cable, a modem, modem cables and socket adaptors. And you’d still need your laptop power brick as battery life was a lot poorer back then. Wi-Fi was easy to install and changed spaces, at home, at work and in between. If you had internet at home before brandband you were tethered to the telephone port; or the modem tethered to the telephone port. The Internet was used in a fixed space. At work you were tied to your desk and forget about working in a coffee shop if you needed to log on. Even the term log on implies a time when going on the internet was an active thing to do. Wi-Fi redefined all that, you could work wherever you wanted to in the house. Connect whatever devices you wanted. I still use ethernet at home for my computer and Apple TV, but I don’t have to. My laptop switches on to the Wi-Fi network when I move away from my desk. Wi-Fi was also critically important for smartphones. Mobile networks are patchy, even more so indoors, but with smartphones came the ability to route their cellular calls over wi-fi. This was first of use to Blackberry users and is now an option to be turned on with most modern smartphones. Logging on no longer had to be an active state, we became always on, all the time. Along the way Wi-Fi had to see off competition from a European standard called HyperLAN2. I worked on promoting Ericsson’s home hubs for that, lovely product design but it was going nowhere.

    Bluetooth

    While the origins of Bluetooth owe a lot to a couple of Ericsson engineers in the late 1980s. Much of what we now think of Bluetooth is down to a partnership that Ericsson and IBM did in 1997. They looked to incorporate a short link wireless connection between a laptop and a cellular phone. The cellular phone would then be used as a modem for basic email. At the time, the other options were a cable, or IrDA – an infra red connection. IrDA was supposed to have a one metre point-to-point connection. I found in practice that you had to to a third of that distance most of the time. This limitation at least made it secure. Bluetooth eventually made it to phones, laptops and headsets during the dot.com boom. A key driver in this was the more compact nature of lithium ion batteries. People found it disconcerting someone would be next to them apparently talking to no one. So Bluetooth headsets didn’t take off really well until people stopped using voice on phones so much. I was fortunate to go to the US on a business trip in 2006 and picked up a Jawbone headset. This was a major improvement in noise reduction and call quality, but I only ever used for Skype calls at home as I didn’t want to look like a doochebag boiler-room sales professional.

    Jawbone

    What’s amazing now is the sheer ubquity of Bluetooth. Industrial computing networks, medical technology, consumer electronics, gaming and electronic fences.

    Social networking

    Social networking as a concept had existed for as long as consumers had gone online. There was the bulletin board culture, forums, services that helped you build your own sites. Chat rooms kind of served the same role that Twitter hashtags do. 10 years ago, social networking was a place of interesting experiments. Localised solutions for different markets; Japan and Korea were way out in front doing mobile social. Mass adoption changed things. Now social is engrained in the fabric of society, like a bunion. What we didn’t get was the digital utopian dream of a harmonious global village, but the same grubby aspects of society accelerated through using a digital domain. The truth is no longer a universal concept.

    Apps

    Apps or more accurately an online app store and signed apps have changed computing. The app store first appeared in the early 1990s on NeXT computers. It was designed to manage intellectual property rights on digital media and software. The app store built on Unix-like system tools called a package manager. Palmix was an Indian web based app store aimed at PDA users. A year later NTT DoCoMo launched i-mode an online integrated app store for mobile phones. Vodafone, KPN and Nokia followed with stores soon after. Handango released the first on device store similar to the Apple App Store experience now.

    Its often forgotten that the original iPhone launched without an app store. Instead Apple thought the device would run web apps. Unless you were on wi-fi they weren’t great. Everyone had got caught up in web 2.0 fever, where by the miracle of Javascript and XML web pages were no longer catalogues but could do things. Palm made a similar mistake with its WebOS. Fortunately Apple did a pivot with iOS 2 and an app store was launched. But this didn’t stop mobile developers arguing and blogging for years afterwards about which was the best approach native apps or web apps. The thinking moderated a little and now hybrid apps make it into the mix as well.

    iphone

    Apple quickly realised that the app store was a winner and put it front and centre of its marketing.

    RFID

    It was originally used to track boxes in a warehouse and containers in a port. Technology brought the cost down so that it could track most items on a shop, or books in a library. Security guards walking a beat could tap and go at checkpoints and so could credit card payments. Pet could be returned to their owners thanks to an RFID pellet injected below the skin. In a secure lab that I worked in, it took a certain knack to swipe your card through the magnetic stripe reader and open the door. With RFID, it would be tap and go. In a post-9/11 world RFID tags went into every passport, changing immigration experience of air travel forever.

    My Oyster card for LDN & my Octopus card for HKG

    On a more prosaic level it sparked off several stored value transport cards including Oystercards in London and Octopus in Hong Kong. On average, they still get you through the turnstile faster than a phone app and NFC.

    The rest of the 25 technologies

    SMS and instant messaging

    The UK and US developed in very different ways during the late 1990s and into the 2000s. Thanks to the EU spending so much research and development money on getting second generation networks up and running. Meanwhile over the US there was a plethora of cellular network standards and mobile roaming a nightmare. Instead the US established an internet culture earlier. Free local calling made dial up internet popular. This meant that they developed an instant messaging culture, whilst Europe saw a similar surge around SMS messaging. Both provided training wheels for adoption of our current mobile messaging culture. SMS is still used as a lingua franca for smartphone messaging, by everyone from Amazon to airlines. Like email, tales of its demise are premature.

    Mobile broadband

    GSM or 2G democratised mobile phone usage, but it was limited by data bandwidth and data latency. Whilst it was rated as being similar to a dial-up modem it often felt way slower. It was only 2.5G (EDGE or EGPRS), 3 and 4G that made possible what we now take for granted as a mobile experience. With 2G, getting anything done took a real effort. Downloading text emails were painfully slow. And data was expensive. Mobile connections were worthwhile for specialist applications like news and sports photographers needing to get images as fast as possible for sale to picture desks. 3G promised video calls and TikTok-esque sports highlights. The reality was passible email and access to maps. It was around about this time that I no longer carried an A-to-Z atlas of London with me everywhere. You couldn’t have Instagram, WhatsApp, Google Maps, Siri or the weather without mobile broadband. These not only empowered services like downloads, streaming and video, but changed our relationship with the internet. Our relationship with bandwidth and real terms price drops were responsible for our always-on life as much as WhatsApp and Skype.

    Voice recognition

    As with many of our 25 technologies, voice recognition as we understand it now started with work done at Bell Labs. Back in the early 1950s, they managed to train a system to recognise a single voice dictating digits. From there voice recognition evolved in fits and starts. This innovation was predominantly driven by the telephone companies and the defence industry. 1990 was a pivotal year. Dragon Dictate – a personal computer based system was launched. AT&T deployed the Voice Recognition Call Processing service. AT&T service allowed calls to be routed without the involvement of a receptionist. This is usually the first line of a call centre experience, or when phone banking is used to validate online banking payments.

    It has become more important as smartphone interfaces have hidden the number pad on calls. Voice has also been an area where phone interfaces and home devices have tried to tap into. And for many they have worked reasonably well. I have personally found that the results have been more inconsistent for me. My Ericsson T39 from 2001 was able to recognise ‘Call <insert name>’ consistently; associating the name with a person in my speed dial list. Something that Siri struggles to do now. Siri manages to play me the headlines from the BBC and Google doesn’t seem to understand me at all.

    Ericsson T39

    The benefits of speech recognition moves forwards in fits and starts. The UK may prove trickier due to the relative volume of accents compared to the size of the population. And then you have people like me with an accent that has changed over time as I have moved around. Unconsciously adapting to my environment and losing some of the edges of my North of England and Irish upbringing.

    Search

    Like most people who have been using the internet since the mid-1990s, my experience was divided not by before and after Facebook. But before and after Google. Originally the web was so small that the original search engines worked remarkably well. I remember using them as part of my research process during my degree. As the internet grew the original search engines like Hotbot, AltaVista and Excite struggled to keep up. On to the scene came Google.

    Google changed the way that we found things on the web. Concepts like web rings and directories are now ancient history. Our relationship with the web was mediated through its search box and it became our gateway to the web. Search also changed our relationships with our devices. It inspired journaled index of computer drives as consumers expected answers to finding items on their computer with the same ease as the web. Search is now the primary way that I navigate my Mac and my iPhone. It is a design metaphor that will be with us for a long time.

    SaaS (software as a service)

    SaaS actually dates from before the web. IBM used to provide ‘time-sharing’ on mainframe computers, back before PCs were a thing. Supercomputers in many academic institutions still provide the same kind of function for organisations looking to do market or economic modelling. The internet however, provided a new way of connecting with time-shared resources. Eventually virtualisation broke out the major blockage that every user needed a separate instance of a software application to run on. Web 2.0 pioneer Oddpost – a paid for email service offered new levels of functionality. Oddpost used Javascript and XML to provide a desktop like application experience in the browser. Google extensively copied these ideas for Gmail two years later.

    This then opened the door for the modern versions of Salesforce, e-Days, Workday and other SaaS. This software was now available for smaller businesses that couldn’t support running the applications on premises. SaaS, XML and Javascript are intimately connected in my choice of 25 technologies.

    VoIP

    Voice over Internet Protocol (VoIP) was first used in the early 1970s to pipe instructions into a flight simulator over the ARPANet. It really found its feet in 1991 with the first software programme allowing VoIP communications. The following Commuique was released which was like a Zoom analogue. As the commercial internet rolls out in the US, Israeli firm VocalTec releases its ‘Internet Phone’ application. Soon after the ITU looks at VoIP standards. The rise of the internet led to alternative telcos that routed voice minutes over data networks – a mix of old and new telecoms.

    I started my agency career working on one such alternative telco that used technology from Israeli VoIP start-up deltathree. At this time, the price of voice calls declined precipitously; particularly for international calling at the expense of quality. The industry attracted numerous spivs. The SIP standard was developed as an analogue for SS7 in voice and video calls.

    With 3G phones and a modicum of good interface design drove VoIP calls over services like Skype and Vonage. This was displaced in terms of popularity by a new generation of mobile first services like Viber, WhatsApp and FaceTime. Zoom built on this base for its conference call platform. In the meantime, telecoms providers have tried to reinvent themselves. Some with more success than others.

    Global navigation satellite systems

    The US highlighted the impact of global navigation satellite systems with its military’s use of GPS during the first Gulf War.

    After the Gulf War, non-defence usage came into focus. Telematics and navigation. GPS also provided timing to a diverse range of technologies from mobile networks. to ATM machines. In the early 2000s. PDA manufacturers like Fujitsu manage to integrate GPS modules into their PDA (personal digital assistant) devices. Nokia’s N95 smartphone, was the first popular device with a built in GPS receiver and this spurred the adoption of maps on a smartphone.

    Now the use cases are limitless as smartphone apps can tap into location data when a person is outside a building. The next step is accurate indoor location positioning – all be it, no longer relying on satellite signals.

    OSS

    Open Source Software (OSS) is pervasive in the modern day. This blog runs on OSS (Linux, Apache, MySQL and PHP). The Mac that I write this post on is based on OSS (Darwin, Mach microkernel, FreeBSD). The web browser is based on a branch of KDE Conqueror called WebKit and that’s the same with the iPhone and iPad as well. If you’re using an Android phone its based on Linux. Even smart home light bulbs run Linux.

    The rise of OSS went hand-in-hand with the web. Widespread doption started in server software that worked with open standards. Pretty soon you saw attempts to put it elsewhere. Desktop Linux including Netbooks – lightweight low power laptops. Ideal for checking your email or surfing the web. At the same time Apple had transitioned from the ‘Classic’ MacOS to something based on NeXTSTEP – acquired with NeXT Computer. Motorola and other manufacturers put it into mobile phones – as forerunners of the modern smartphone. From there it went into Sony PlayStation 3 console. As globalisation drove electronics manufacturing to China; manufacturers of all kinds of gadgets saw the benefits of Linux – even if they didn’t honour the law and spirit of open source cough, cough Huawei…

    Email

    Despite Facebook owning all our data, email is the key identifier. The identifier that you log into your Amazon account, log on to Netflix with and countless other services. Despite email being dead and countless other services being layered on top to replace it, its still very much alive. My own email account has selected correspondence that goes back to 2001.

    Email marketing statistics are declining in effectiveness yet its still a very effective medium. Just look at businesses like ASOS.

    Our relationship with email changed. When I left college, I had signed up for an online account with Yahoo! I could keep in touch with friends and apply for jobs. The email address went on my CV and I went to a cyber cafe Liverpool with a disc full of email messagess to send every Saturday. I usually had coffee and carrot cake with a friend whilst I sent it. We’d then go into the shopping district of central Liverpool to chat and do some window shopping.

    Working in an office, I could check my personal email at lunch time. Home broadband meant that I could check my account at home. Move forward ten years and email is in the palm of our hands, everywhere we go. I managed to get email to work on a Nokia 6600. You can see a surge in Gmail accounts that coincides with the rise in popularity of smartphones.

    Yahoo! Mail, Hotmail and Gmail users over time

    XML

    XML (and JSON) are ways of getting formatted data on to a webpage and allowing the page to become an app. Portability of data is now a foundational technology for the modern web. Want an app or web page that uses data, like the weather forecast or a spreadsheet. It will have XML like feeds in the background. It is so pervasive alongside Javascript that it is more like data as a utility. Electric cabling or indoor plumbing would be a good real world analogy.

    Prior to XML and Javascript, a web page would have to be completely refreshed to show updates. There were software as a service applications running on the web; but they were painful. I know, I was a beta tester for an early version of an IPG company’s real time reporting tool. Every agency person knows the pain of time tracking, but time tracking when the page had to constantly update was ten times worse. I know, I was there.

    JavaScript

    The modern web, where web pages function as an app is down to the use of a group of technologies one of which is JavaScript. JavaScript is a programming language that alters the in-browser behaviour of a web page. When this was combined with formatted data such as XML or JSON it allows a web page to perform as a piece of software. You make a change and the page doesn’t need to refresh, thus improving responsiveness. The potential of it first became obvious with a web email application called Oddpost. Oddpost was a subscription based email service. What you paid your $2.99 a month for was a web interface that thanks to JavaScript and XML worked just like a desktop app. It was Internet Explorer only, which gives you an idea how close Microsoft came to extending their monopoly from Windows to web browsers. Oddpost was eventually acquired by Yahoo! and inspired the launch of Gmail two years later. From there you got self-service enterprise apps like e-Days and Workday. JavaScript has proved surprisingly resilient and that’s why it makes the 25 technologies from the past 25 years.

    MPEG

    MPEG stands for Motion Picture Experts Group, which is responsible for pretty much every form of audio and video format that we use today. Whilst the technology might come from a multitude of sources, MPEG set standards are invaluable for it. Whether its digital radio, online radio, digital physical media like Blu-Ray and DVD or streaming media MPEG has had an outsized influence. It also relates directly to voice and video communications codecs, hence their place in the 25 technologies. If you’ve done a FaceTime call, listened to Spotify or watched a movie you can thank MPEG.

    NFC

    Near-field communications (NFC) offers a way of using devices as authentication. It has really come to its own in smartphones where they serve as contactless digital wallets, access passes and digital car keys. Admittedly mobile wallets have a poor experience and its frightening to think that you wouldn’t be able to get into your car because someone couldn’t be bothered to maintain the Android or iOS app. Yet whether we like it or not NFC has become part of our tech eco-system. I would have preferred if I didn’t have to put into this list of 25 technologies, but I had to acknowledge its impact.

    2FA

    Over the past ten years, two factor authentication (2FA) has gone from being an enterprise level security tool to consumer grade security. The traditional RSA dongle with its constantly changing number codes was a status symbol of the corporate road warrior alongside Tumi luggage and a Blackberry. Now we get those numbers via a smartphone app or by SMS. This has happened as online identity theft and data breaches have become commonplace and massive databases of passwords have been cracked. 2FA regrettably therefore ended up in one of my 25 technologies.

    Strong cryptography

    It’s hard to convey how pervasive strong cryptography has become. Up to a 1/4 of users online currently use a VPN application which encrypts their web traffic. Web connections between a site and a browser are now encrypted more often than not. If you’ve ever done online backing, or bought something online with your credit card you’re using strong cryptography. My laptop uses Apple’s FileVault to encrypt the drive completely. Messaging via iMessage, WhatsApp, Signal or Silent Phone all use strong cryptography. Back in the early 1990s, strong cryptography was seen as a weapon, it was limited in its export. I strongly recommend reading Steven Levy’s Crypto to find out how we got here. I remember when Lotus Notes came with weaker encryption outside the US during the dot com era. Now I am leery of using any communications platform that doesn’t have strong cryptography. In fact, when I freelanced encryption was an important consideration for my even being able to get professional insurance. Its now a core part of business, so is one of my 25 technologies.

    OCR

    Optical character recognition (OCR) is technology that has been around for decades. In its modern sense, the start of it is around 1974 with entrepreneur Ray Kurzweil. Now its a foundational technology for many leading edge applications:

    • Interpreting the real world (billboards, road signs, automatic number plate readers)
    • Real time translation (using Google translate to read restaurant menus etc)
    • Digitisation of books and manuscripts (Google Books)
    • handwriting recognition and pen computing
    • Making digitised documents searchable

    All of this helps technology to interact with the real world in near real time. You need it for many of the wide range of future technologies that are envisaged. The slow rise of a web-of-no-web where the real world is blended with the online world is possible because of multiple technologies from GPS and QRcodes to optical character recognition. For its use in Google Translate alone, it would be enough to make it into this list of 25 technologies from the last 25 years.

    Machine learning

    When people talk about artificial intelligence they usually mean machine learning. Google and other companies are applying techniques that were developed at the University of Toronto in the 1980s during an AI winter. The idea is that if you show a computer programme enough pictures with cats, it will recognise cat attributes as a pattern and recognise them in the future. Its a very particular skill which is the reason why machine learning has offered so much promise and let us down at the same time.

    I talked about an AI winter. That’s a time when there was a dearth of spending in artificial intelligence research. We’ve had several cycles of massive government investment and withdrawal as AI historically failed to deliver.

    So under the right circumstances, machine learning can count craters on lunar photography or likely cancerous tumours in X-ray imagery. Yet machine intelligence struggles to recognise what I ask. AI driven ad platforms get targeting hilariously wrong. It mirrors some of the fuzzy logic capabilities of Japanese consumer electronics: the auto focus camera, lifts that optimise for traffic flow in tall buildings or the microwave that knows how long to cook your food for. This was based off a mathematical paper published in 1965 by an academic at UC Berkeley.

    Moore’s Law and the worry of digital disruption has pushed machine learning adoption, the results may disappoint; but realpolitik will keep it in play. It will be the most invisible of the 25 technologies listed, you will feel its impact rather than you seeing it.

    USB

    The shock of seeing the floppy disk disappearing and the use of the USB on the first iMac would have been enough to get it on list this of 25 technologies. Computing before USB was messy. There was a range of ports for different things. Connecting a printer, connecting a keyboard and connecting an external hard drive or CD ROM drive all required different sized cable connectors. When you were setting up a computer, it would be clearly labeled on the back of the machine what its function was. I had cables which had ideograms that were moulded on the top of them which came with the Macs that I owned.

    CMOS sensors

    CCD sensors had been invented over 50 years ago. If you had asked me about 25 technologies, back when I was a teenager CCD would have been very close to the top of the list. They were well understood and had been incorporated in video cameras since at least the early 1980s. CCD sensors offered better quality, but had issues with lag. Techniques designed to deal with this helped the performance of CMOS sensors. CMOS sensors were invented by NASA’s Jet Propulson Lab building on work that Olympus did in the 1980s. First it went into mice, then into low end cameras. The technology got better all the time. Doing more in less space with less power. Eventually they went into webcams and cellphones. Nowadays, you’re only like to see CCDs in very particular use cases now. CMOS sensors are everywhere in modern life; even high end photography equipment like PhaseOne.

    What would be in your 25 technologies, how would they differ from mine or CNet’s?

  • 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

  • Personal data leads + more things

    Consumers don’t believe use of personal data leads to more relevant ads, report finds | Campaign AsiaThe report also found that consumers still trust TV ads over their digital counterparts. On average, consumers are twice as likely to say TV ads provide a more positive impression of brands than common digital formats. The top concern about digital platforms amongst those polled was fake news on social media (53 percent), followed by cyberbullying, online predators, child endangerment online and children’s data privacy. “While consumers embrace the technology, there remains a multitude of concerns regarding advertising on the technology. These concerns are a significant reason why TV actually still remains the medium most likely to provide a positive impression of brands,” Juhl said. – Personal data leads to apparently less effective advertising. So why would you recommend digital for brand building activity??? Supports Gartner’s position that businesses will move away from personal data and Byron Sharp’s idea of smart mass marketing. More on how personal data leads to ineffective targeted online ads and ad blocking here.

    Street Media
    Television via Flickr account Naked Faris

    People call for boycott of filmmaker Sam Morales after alleged catfishing of trans woman | Rappler – interesting online scandal in the Philippines at the moment with apparent complex catfishing of gay men and trans-women

    Facebook eyes multibillion-dollar stake in Reliance Jio | Financial Times – if the board game Risk was about global telecoms infrastructure instead of military conquest, the truism ‘never fight a land war in Asia’ would change to ‘never buy a carrier in India’. I can’t see how Facebook is going to do any better with its holding than Vodafone etc

    Singtel-backed OTT service Hooq enters liquidation | Advertising | Campaign Asia“Global and local content providers are increasingly going direct, the cost of content remains high, and emerging-market consumers’ willingness to pay has increased only gradually amid an increasing array of choices,” a Singtel statement said. “Because of these changes, a viable business model for an independent, OTT distribution platform has become increasingly challenged. As a result, HOOQ has not been able to grow sufficiently to provide sustainable returns nor cover escalating content costs and the continuous operating costs of an independent OTT distribution platform.” – it will be interesting to see how people like MUBI and NowTV do moving forwards

    Recession pushes Hong Kong shoppers to sell their luxury goods | Financial Times – interesting article however the speculation on mainland Chinese trading in secondhand luxury might be impeded a bit. A mix of fakes and and a desire for new things. They would need to have strong trustworthy authentication. And might want to vent that market abroad as well as Japanese players like Brand-Off have managed

    Inside China’s controversial mission to reinvent the internet | Financial Times – this sounds like a right mess. We’ll soon have a splinternet

    How to Beat Science and Influence People: Policymakers and Propaganda in Epistemic Networks | The British Journal for the Philosophy of Science | Oxford Academicweak or subtle interventions are often most effective for the would-be propagandist. In particular, outright scientific fraud—intentional publication of incorrect, fabricated, or purposely misleading results—is not only unnecessary to influence public opinion on topics of scientific inquiry, it is also riskier and often less effective than other forms of manipulation. Biased production, which does not involve fabricating results, is a successful strategy for misleading the public. And in many cases, biased production is itself less effective than selective sharing – HT Ian Wood

    What Does the Symmetry of Your Logo Say About Your Brand? – asymmetric conveys excitement. I was left with so many questions, like what about rotational symmetry in a logo?

    Madison Avenue Insights | The Next Big Thing in Media & Advertising: Simplification – great read by Michael Farmer, but will they look with a clear eye at the current digital marketing being done from a brand marketing perspective?

    “Krisenmarketing”: Warum Werbungtreibende nun ihre Etats nicht einfrieren sollten › Meedia – yes its in German but it comes out fine in Google Translate: Financial, insurance or telecommunications companies in particular should instead rely on customer-centered communication and pick people up instead. They would have to show existing customers that they are there for them during the crisis and offer solutions. For example, Deutsche Telekom is doing exemplary with its campaign “We connect Germany” and the specific services. Banks could also help with liquidity shortages.

    London has the highest productivity levels in UK PwC – without productivity improvements levelling up isn’t going to work. Interesting that London performed this high, yet was lower on females in employment with a higher female unemployment rate

  • Tablet demand + more things

    Tablet demand in China gaining momentum from epidemic | DigiTimes – compared to global demand drop of 20% predicted for tablet computers. This is a fascinating change. Any explanation of this tablet demand is just a hypothesis. My own guess is . More tablet computer related posts here.

    Great mix by Andy Weatherall. It is interesting that for a considerable amount of time there was destination radio and a loyal taping culture. Some cassette decks featured timers similar to a video recorder. People would set them up before they left. Prior to digital formats becoming commonplace, I remember die-hard fans using VHS Hi-Fi audio recording to capture these shows in as high a quality as possible. More listening material here.

    Targeting v context | Campaign Live – really interesting article by Dave Trott. I’d argue (like Dave has) targeting and context together is what matters, rather than targeting or context.

    Experts react to Google’s Brexit-driven decision to move UK data to the US – Business Insider – also probably Google trying to avoid double-jeopardy between EU and UK law presented by UK consumers being out of the EU

    Victoria's Secret
    Victoria’s Secret by Eternity Portfolio

    WSJ City | Victoria’s Secret goes private at $1.1 billion valuation – this is down from over $7 billion. This marks the end of an astonishing destruction of value. The company was also quick to get the power of online. Designers now think live-streaming their show is a matter of course. Back in 1999 I worked at an agency where we did their first live stream. They were also quick to get into e-commerce.

    WSJ City | Grocers Wrest Control of Shelf Space From Struggling Food Giants – is this really news? Interesting that Clorox and General Mills are called out though

    Hackers can trick a Tesla into accelerating by 50 miles per hour – MIT Technology Review – MobilEye complains that it would also fool the human eye, but most humans would at least question it. Artificial smarts isn’t intelligence

    Banned recording reveals China ambassador threatened Faroese leader at secret meeting | Berlingske – the problem might not be Huawei but the Chinese government with Huawei just a conduit – but yeah

  • Volkswagen Beatle fairwell & other things this week

    Volkswagen Beatle

    Volkswagen Beatle – after seven decades Volkswagen is finally saying goodbye to its most iconic vehicle. It seems the Beatle won’t make it into the electric future of Volkswagen.

    Visual Futurist – Syd Mead

    We lost visual futurist Syd Mead at the end of 2019. Mead was best known now as the stylist on Blade Runner, but had worked for a number of US corporates including Ford and US Steel. He’d also done work for NASA.

    Even if you don’t know Mead, you’ve likely seen his work. Or the stuff influenced by his work.

    My first reaction on hearing the news is that fate is cruel. Mead has left us, but in his place we have Elon Musk.

    Animal thoughts

    Ze Frank for Audible on animals thoughts for Christmas. Animal thoughts for Christmas reminds you of how alien our rituals must seem to our pets. The random associations that they will likely form with things like tinsel. The cat going on about tree torture is the best part of it. But the inner trips of cats on cat nip comes a close second.

    Connected restaurant

    Three Ireland have executed on an idea I investigated back in 2005 for Motorola. Back then it was a lot harder to get the bandwidth and screens to do it. We were also thinking on a bigger scale, connecting Trafalgar Square with public spaces around the world. Three Ireland made the venue more intimate. It was a lovely to see the creative wrapper that Three Ireland put around it that resonates with Irish households around the world.

    Sesame Street

    Sesame Street characters do impressions of each other. I know that some characters might be voiced by the same actors and wonder if that what was going on here. I am constantly amazed by the timelessness of the Sesame Street franchise.