Ged Carroll

Blog

  • H P security research + more

    H-P Security Research

    The mystery of North Korea’s cyber threat landscape | H P Security Research – interesting whitepaper by H P Security on North Korea’s cyber warfare capabilities (PDF) – Not the most sophisticated but clever use of more limited toolkits according to H P Security. More security related content here.

    China

    Hardware never sleeps in China’s most exciting city | Techinasia– Shenzhen, in some ways I am not surprised

    China factory sector growth slows | RTHK – interesting that this is the official figure rather than the more volatile and less representative HSBC PMI figure. No real steer on seasonality at play however

    Consumer behaviour

    Muhammad is the most popular boys’ name in the UK | Quartz – the perils of research-led PR can be seen in the way the data has been interrogated

    TED Talks Aren’t Making My Generation Smart – They’re Making Us Stupid | VICE – yep

    60-70% of global consumers are “very positive” about private label products, Nielsen’s report shows – interesting move. Retailers brands are now the promise of quality and FMCG are commoditised? May make feature based marketing like Colgate-Palmolive look much smarter in retrospect

    Media

    TV 3.0 is already here – I, Cringely – how do telcos get rewarded?

    How Flash Games Shaped the Internet – The Atlantic – interesting essay which also explains the challenges that Windows 8 faced with one experience to rule them all

    Skeletor Is Waging a Twitter Takeover of @Honda. Here Are the Best Moments So Far | Adweek – love it

    Rentrak Completes Acquisition of Kantar Media’s U.S.-Based Television Measurement Assets – PR Newswire – WPP gets significant minority share in Rentrak. Interesting that the shares are restricted

    Technology

    Samsung readies its first Tizen smartphone for launch in India – cheapens brand perception of Tizen, but also shows how much leaner its code must be. Unfortunately Samsung has altered the UI from Meego so its just the same as Galaxy phones

    Manufacturers’ interest in EL as light source starting to brighten | Asahi Shimbun – it depends on the use case, but very interesting

  • Shenzhen ecosystem

    It is hard to believe that the Shenzhen ecosystem was built over just a few decades. Just over 30 years ago China moved from a period of cultural isolation to gradually opening up to the commercial world beyond its borders. The place to naturally start this was in Guangdong province close to the then British colony of Hong Kong. A small fishing village grew to become the workshop of the world. The growth of Shenzhen was driven by investment from multi-nationals and overseas Chinese. One of the earliest industrial areas was called Overseas Chinese Town or OCT. OCT has changed from manufacturing to retail and offices for the creative industries in the former factory buildings.

    Hong Kong had built up capability and expertise in light manufacturing and clothing from the 1950s through the 1970s. It is still important for supply chain intermediaries. This was the ‘golden age’ of Hong Kong. This is how many of the Hong Kong oligarchs made their first fortunes; which they then invested overseas, in China and into the Hong Kong real estate market.

    Globalisation had started after the second world war. But the opening up of China threw it into overdrive. Hong Kong industrials moved manufacturing plants for clothing, shoes, toys, plastic goods and electrical appliances to China.

    They were joined by Taiwanese electronics manufacturers and then multinationals from Europe, America and Japan. Hong Kong clothing manufacturers provided China supply chain expertise to western retailers like Walmart.

    The Shenzhen ecosystem was built on manual production. The deft fingers of Chinese women workers allowed a lot more precision than Japanese pick-and-place machines. Which meant a lot more flexibility in manufacturing using the Shenzhen factories. You wouldn’t have an iPhone if you used pick-and-place robots on the production line.

    Electronics manufacturing

    At first, these companies were used to fatten the wallets of customers who took on the marketing and distribution of electronics in the West. The dirty secret about many PC and laptop designs was they were standard underneath. Then this cost saving was passed on to the customer as people like Dell went for close to lowest price operator based on a direct mail / online direct ordering and cut out the channel.

    Finally that wasn’t enough, and most of the laptop and PC resellers make no money. Instead the main people to profit from these sales were Microsoft which licensed it’s Windows operating system and Intel which provided the majority of compatible micro-processors capable of running Windows-compatiable applications. In the PC industry there is usually just two or three profitable manufacturers and one of them is Apple. Historically it was Dell, then Hewlett-Packard and now it is likely to have be Lenovo.

    Shrinking PC-esque computing power into the palm of one’s hand was inevitable with the rise of flash storage and Moore’s Law facilitating power-efficient processors. The challenge is battery technology, packaging and industrial design.  Apple pushed the envelope with suppliers. Hon Hai and other manufacturers installed hundreds of CNC machines to fabricate thousands of metal phone chassis. These radical changes in manufacturing capability were opened up to lower tier manufacturers raising the standard of fit and finish immeasurably over a few years.

    Now Xiaomi and Lenovo product handsets that have better build quality than many Samsung and HTC handsets. The performance is good enough (again thanks to Moore’s Law) and the handsets run the same applications. Sony, HTC and Samsung handsets look as marooned as Sony’s Vaio PC range in the Windows eco-system.

    Shenzhen’s ecosystem has been a great leveller of manufacturing and industrial design capabilities with Apple at the leading edge of what’s possible from an industrial design and materials technology.

    More information
    Shenzhen Government Online – this loads slow like they are phoning the pages in from 2002, but is informative
    The smartphone value system – An earlier piece I wrote about the challenges of the Android eco-system

  • FES watch + more things

    Who’s Behind the E-paper FES Watch? – Digits – WSJ – interesting the way Sony has become an internal VC operation. It makes sense since they need disruptive innovation and they still have smart people. they also need to allow their engineering talent to keep having an outlet for their creativity. The FES watch is a classic quirky Sony product that is very clever. The disappointing bit was hearing them working with an external product design agency on the FES watch. Especially given the internal industrial design capability to deliver iconic designs and a wider design language across product ranges. More design related content here.

    Tightening too frightening for UK | HSBC – interest rate increase and lower than expected economic growth

    Oh No They Didn’t: European Parliament Calls For Break Up Of Google | SearchEngineLand – inevitable but not sure it will make an impact, Google must have expected this?

    Maglev elevators are coming that can go up, down, and sideways | Quartz – I love this

    Flickr is about to sell off your Creative Commons photos | Dazed – Tech entrepreneur Stewart Butterfield left the company in 2008, but says that Yahoo-ordained plan is “a little shortsighted”. He added: “It’s hard to imagine the revenue from selling the prints will cover the cost of lost goodwill”. It’s the equivalent of looking for pennies that may have fallen down a crack in the sofa. Flickr photos are already used in the online and offline media. They have also been used to train image recognition algorithms, both of which are allowed by the licensing. The prints seems like a cheap, low value move.

    Supermarket own-brands generate more than half of UK grocery sales | BrandRepublic – bad news for CPG brands. And bad news for brands in general, particularly when one thinks about how Amazon is building its private label lines across several sectors

  • A laser cut record & things that made last week

    Laser cut record

    A frickin’ laser-cut record. How awesome is this? Back in the day there were efforts to use laser pick-ups to read vinyl records in a way that wouldn’t affect the records over time. Dragging a diamond tipped needle through a groove was viewed as destructive. The first prototype was demonstrated publicly in 1977.

    An American company called Finial demonstrated a commercial product. But its business no longer made sense and eventually the intellectual property was picked up by Japanese company ELP Japan. ELP Japan build laser turntables to order. The laser cut record turns this philosophy on its head. The record is no longer a valuable artefact, but something that can be replicated over and over again.

    A simple but delightful Japanese Vine. Simple but amazingly cute gerbil with a priceless reaction when its human stops stroking it. I remember petting the dog that I owned at the time and eliciting a similar reaction of why stop. This seems to be a reaction that’s hardwired in; a sudden stop in grooming by another might indicate that they sense danger and consequently I should be on alert.

    A totally awesome Japanese game for the Sony PlayStation featuring Godzilla and all manner of kaiju. The odd thing about this Bandai Namco game is that it is for the PS3 rather than the PS4 which is gaining the lions share of console sales. One can only guess that this was a project that massively overshot its initial launch date?

    A smooth jazz version of Van Halen’s Running With The Devil, which seems to use studio stems of this rock classic. It works amazingly well, which says a lot about Van Halen’s songwriting and general musicianship

    Finally a video of park life in Beijing. It is hard to emphasise the amount of smoking that happens in China, so this video shows you instead. More related content here.

  • Wasted investment + more things

    China has ‘wasted’ $6.8tn in investment, warn Beijing researchers – FT.com – define wasted. The ghost cities may fill slowly as rural policies move people into the cities. I would be more worried about monies wasted on systemic corruption

    The click-through rate is not dead, it’s morphed into a zombie | Marketing Magazine – interesting that this has been associated with CTR rather than impressions which is a better analogue of cost per hour from the FT’s point-of-view

    Edelman, TransCanada to split after Greenpeace strategy document leak | PR Week – “The conversation about Energy East has turned into a debate about our choice of agency partner,” the statement continued. “We need to get back to a conversation about the project itself, and as a result we have agreed that it is in the best interests of the project that we do not extend our contract with Edelman.” I would have thought that move won’t have been good for Greenpeace either in terms of moving the conversation away from the environment

    European Identity: Strength or Weakness? | INSEAD – interesting question to pose, as an Irish national my perspective is that it is a definite strength. We are young nation unencumbered the baggage of former glories; having stepped out from having been colonised. Whilst we had corrupt bankers this doesn’t invalidate the idea of Europe. More consumer behaviour related content here.

    Tumblr Is Now The Fastest Growing Social Media Platform, Edging Out Instagram and Pinterest by @mattsouthern – blogging by another name

    MI6 oversight report on Lee Rigby murder: US web giants offer ‘safe haven for TERRORISM’ • The Register – I feel uneasy about this. How would you feel if the Royal Mail or Fedex was responsible for reading your mail?

    How Technology Is Changing Media | Buzzfeed – a media pack masquerading as interactive post but lacking in subtlety

    2014: The year Facebook organic reach died | The Drum  – made its point clearly

    Drone Flights Face FAA Hit – WSJ – increased regulation in the US on commercial usage likely to cramp marketplace in short term, but provide clear framework in the medium-to-long term

    Sony Predicts Electronics Recovery | Variety – components rather than finished products

    「TOYOTA FUN CHAIN」| DRIVING KIDS with TOYOTA – interesting Toyota effort to make driving relevant for young people

    Uber removed blog post from data science team that examined link between prostitution and rides – the gift that keeps on giving for communications professionals

    Regin: Top-tier espionage tool enables stealthy surveillance | Symantec Security Response – interesting whitepaper outlining a spying tool. Might it be a UK one? It’s possible given that 9% of the targets were Irish and none where in the US. But Ireland is also a financial centre and has one interesting defence company Timoney Technologies so it would depend who the Irish targets are

    Grilled: the Daily Mirror’s deputy 3am editor Hannah Hope | PR Week – interesting traditional media planning cycle (paywall)

    White House Push To Allow FBI Phone Hacks Could Hurt Intelligence Gathering – Defense One – very similar to the kind of points made back in the early days of online cryptography

    The Grumpy Economist: Dusty corners of the market – anomalies exist in hard to trade paper presumably if they were easy to trade the opportunity would be capitalised upon as it appears