Céad míle fáilte – welcome to the Ireland category of this blog. This is where I share anything that relates to the Republic of Ireland, business issues relating to Ireland, the Irish people, or Irish culture.
Given that I am Irish, a number of these posts are more personal in nature and based on observation when taking time out to see the family. If I am honest about it, there is less of these posts than there should be. Life gets in the way and I don’t get to the home country as much as I would like.
Often posts that appear in this category will appear in other categories as well. So if Aer Lingus launched a new advert that I thought was particularly notable that might appear in branding as well as Ireland. It is a small market of seven million or so and doesn’t have that many distinct brands.
Or if there was a new white paper from UCD (University College Dublin), that might appear in ideas and Ireland. If there is Irish related subjects that you think would fit with this blog, feel free to let me know by leaving a comment in the ‘Get in touch’ section of this blog here.
The North America semiconductor corridor looks at Mexico, the US and Canada as a potential production capacity eco-system for the semiconductor industry. The North America semiconductor corridor is framed in terms of increasing resilience in security. At the moment the semiconductor industry for reasons of cost and supply chain ecosystem is focused on the US Pacific coast and Asian countries from Singapore to Korea that face on to the Pacific.
In the North America semiconductor corridor also has a political advantage bringing back more high value jobs across Canada, the US and Mexico. There are considerable challenges to the North American semiconductor corridor from talent to energy and water requirements. The US CHIPS and Science Act has looked to catalyse some of the change required.
Ancient monuments to the dead
The summer solstice on Wednesday reminded me of Ireland’s stone monuments. Some like Newgrange have a calendar type element, but most of them are solely monuments to the dead. The megaliths continue to guard their secrets well despite the educated deductive reasoning of archaeologists.
Wilkie Collins radio dramas
Wilkie Collins along with Arthur Conan Doyle invented what we now know as the detective genre. This stream of Wilkie Collins dramas is better than modern productions on BBC Radio 4.
Technics SL-DZ1200
Techmoan did a review of the Technics SL-DZ1200. I am a big fan of the DZ1200 over Pioneer’s CDJ devices and they did a good rundown of the device. Hopefully, the DZ1200 will come back in a new and improved form if Technics relaunch of the SL-1200 is sufficiently successful?
Microsoft Auto PC
Auto PC
Back when I worked agency side on Microsoft I never heard about the Microsoft Auto PC experiment which seems to be Microsoft’s abortive move into in-car entertainment and information systems. This seems to be alongside the more successful personal digital assistant and nascent smartphones. It’s fascinating to see technologies like voice recognition, iRDA, compact flash (but not as a music media) and USB being incorporated because these capabilities were being put into future PDA and smartphone products.
CES launch
It was launched at CES in 1998 according to the Microsoft corporate website. It’s interesting, I still have similar problems with voice recognition.
Directions
The rudimentary directions software was similar to the turn-by-turn direction print outs that I ordered from The AA Route Planner service. during the mid-to-late 1990s for long journeys – but on your stereo screen. A similar approach was also taken by Palm app Vindigo for pedestrians about the same time. Disclosure: I worked agency side on the launch of the Vindigo London guide alongside the work I was doing on Palm PDAs at the time.
(The AA Route Planner service still exists, but it is now online rather than something you ordered over the phone and received via the mail. However you can still print out turn-by-turn directions. It’s also likely to not send you on some of the interesting routes that modern navigation apps seem to manage.)
Clarion
I feel sorry for Clarion who were Microsoft’s only hardware partner. Clarion is now owned by Faurecia SE, a French headquartered auto parts manufacturer with Chinese car manufacturer DongFeng Motor Corporation who were the local partner to Peugeot, Nissan and Honda’s efforts in the Chinese market as a key minority shareholder.
Elliott Management wrote this opinion piece on Apple and China: Apple is a Chinese company | Financial Times – interesting assessment of risk exposure with a focus on the Apple share price.
The Apple and China relationship started before China joined the WTO. Taiwanese contract manufacturers had built huge industrial sites in Shenzhen, China and later in other parts of China. The best known of which was the Foxconn plant in Shenzhen. Back in 2010, I was driven around the perimeter of the site, which went on for miles.
The only site that I had seen which would be comparable would be the Mercedes-Benz manufacturing site in Sindelfingen which is part of the Stuttgart metropolitan area. I spent part of my childhood and early adult life living next to a General Motors car plant, a shipyard and a couple of oil refineries, so I am used to scale of industry.
As Apple came back from a near demise in the mid-1990s, it needed manufacturing scale so the combination of Apple and China happened due to that. Over time the Apple and China relationship drove manufacturing expertise and new ways of doing business, such as using CNC machines at scale. Prior to Apple and China, smartphones were plastic mainly due to product engineering influenced by Nokia’s work on its feature phones.
Over time, the Apple and China relationship evolved. Chinese developers make up about half of the programmers making iPad and iPhone applications. Chinese component manufacturers replaced US, Korean, Japanese and European suppliers. Apple and China has become tightly entwined as Chinese manufacturers look to dethrone Apple at the same time.
Apple and China national security focus
China’s state and national security focus has spilled into the economic and social aspects of policy which has a high probability of reaching the Apple and China relationship. Apple already compromises on its privacy tenet in the way it handles China’s data. It actively supported China versus Hong Kong protestors – doing everything it could to disrupt the protestors self-organising tools.
China has shown that its ever expanding security considerations trump business so Apple and China may come to a rapid and disruptive break. Apple is trying to de-risk production outside China but it might be too little, too late. Apple and China are due for a relationship reset.
China’s assessments of Soviet Union’s collapse is very interesting as they offer a playbook of Xi Jinping thought
China’s ‘men in black’ step up scrutiny of foreign corporate sleuths | Financial Times – “It’s hard to attract capital if you can’t get a report from a global due diligence firm,” said one international services executive. That could run counter to the government’s efforts to revive animal spirits in China’s economy, consultants and investors said. “Maybe this is the intention,” said the head of one consultancy in Beijing, “to choke off investment and get the state to step back in, to stop the ability of investors to place bets.”
Xi Jinping Can’t Handle an Aging China | Foreign Affairs – less convinced this assertion is true, when we look at natalistic policies in authoritarian regimes such as what happened in Romania under Nicolae Ceaușescu with Decree 770 which was one of the strictest anti-abortion law at the time, or Nazi Germany’s breeding programmes
US Companies in China Grow More Pessimistic of Ties: AmCham Survey – Bloomberg – Some 87% of respondents to a flash survey taken last week said they were at least slightly pessimistic about US-China ties, according to the survey published Wednesday by the American Chamber of Commerce in China. That was 14 percentage points higher than the chamber’s previous poll. “Bilateral relations between the United States and China have substantially deteriorated,” said Lester Ross, chair of AmCham China’s Policy Committee. “It’s hard to see at this point when they will begin to improve — and this, of course, affects the ability of business to operate across borders.”
China Ratchets Up Pressure on Foreign Companies – WSJ – Business executives who have consulted with Chinese authorities say a central tenet of the effort is the desire to more tightly control the narrative about China’s governance and development, and limit the information collected by foreign companies such as auditors, management consultants and law firms that could influence how the outside world views China… Some foreign business executives say they worry the rewriting of the espionage law means that many topics, ranging from the status of Taiwan to China’s human rights record to technology such as semiconductors, are now becoming off limits in discussions with their Chinese counterparts. The recent trouble for foreign companies in China is drawing criticism in Washington. Rep. Mike Gallagher, a Republican from Wisconsin who chairs a congressional committee on the Chinese Communist Party, said in a statement Thursday, “Our business leaders need to take off their golden blindfolds and recognize that the recent police raids of American companies Bain and Mintz are not one-offs, but part of a long, proud tradition of exploitation.”.. The push is driven by a deepening conviction within China’s leadership that foreign capital, while important to China’s economic rise, isn’t to be fully trusted – if I was a brand planner in China or Hong Kong I would be very wary at the moment as this will spill over into agency life (paywall)
Longitudinal consumer behaviour change around increased empathy in western markets
A lot of this focus on the expertise in the ‘aspiration economy’ sounds like brands back in the early 1990s again. The kind of expertise exemplified by Nick Hornby’s novel High Fidelity or the characters Randall Graves and Dante Hicks in Kevin Smith’s movie Clerks.
The new industrial policy, explained – by Noah Smith – the speed and disruptiveness of China’s entry into the global trading system destroyed the career trajectories of large numbers of American workers and hurt the economies of whole regions. Second, U.S. complacency about the trajectory of Chinese politics, combined with a massive campaign of technological espionage, hastened and encouraged the rise of a new, hostile superpower. By the mid-2010s, only economists thought that free trade was still an unquestioned good, and the country wasn’t listening to economists the way it used to
Too Big to Challenge? | danah boyd | apophenia – the tech industry represents 9% of the U.S. GDP and only five Big Tech companies account for 25% of the S&P 500. Prior to Covid, most of the growth in stock market came from Big Tech. Now, as the U.S. economy is all sorts of wacky, Big Tech is what is keeping the stock market’s chin above water. In the process, Big Tech is accounting for more and more of the stock market – edited for brevity
The gender pay gap is not a myth, it’s math – it’s mostly not a discrimination story, it’s a parenting story. But more flexible employment is likely to be more of a discrimination story
Microsoft-branded mice and keyboards are going away after 40 years – this reminds me of when a new exec joined Bill Gates era Microsoft in the late 1980s/1990s. The company had unintentionally had in warehouses 3 years sales worth of Microsoft mice ready to sell. Their hardware with the exception of an ergonomic keyboard haven’t been great products that were superior to other technology companies
Interesting that even state broadcaster Deutsche Welle is complaining about the poor quality of modern German cars. Back in the early 1970s BMWs had a reputation as being clever fragile rust buckets, but the decline of Mercedes is far more dramatic in terms of quality. The decline seems to be in lock step with the globalisation of these companies and an increased focus on shareholder value.
Compare and contrast with older Mercedes cars across the Middle East and Africa.
Project MUSE – China’s Hong Kong Affairs Bureaucracy: Factional Politics and Policy Consistency – “From the perspective of factional politics, this article sheds light on the functions and operations of the Central Liaison Office and the Hong Kong and Macao Affairs Office (the “two Hong Kong offices”) throughout the history of the Communist Party of China (CPC), focusing on the 2013–22 period. The authors posit that the stronger the factional relationship between the top leader responsible for Hong Kong affairs and the heads of the two Hong Kong offices, the greater the policy consistency between the two offices and the central authorities on Hong Kong issues. This article uses text mining techniques to measure the degree of policy consistency between Chinese President Xi Jinping and the two Hong Kong offices from 2013 to 2022. In 2020, Xi appointed his protégés as directors of the two Hong Kong offices, thus regaining absolute control over Hong Kong affairs. Xi may further tighten his hold on Hong Kong in the future, thereby undermining the region’s autonomous status.” – Interesting aside: The Party and State Institutional Reform Plan (党和国家机构改革方案) unveiled in March established the Hong Kong and Macao Work Office of the Central Committee (中央港澳工作办公室) on the basis of the Hong Kong and Macao Affairs Office of the State Council. The latter has essentially become a Party body instead of a state body, and the arrangement is now “one organisation, two nameplates” (ie., two identities). – expect even further ratcheting of authoritarian measures in all aspects of Hong Kong life and economy
Culture and technology adoption’s effect on Japanese information design online. It reminds me of the early web portal designs were more like print newspapers.
Interesting that the Korean government is allowing these strikes to go ahead given the central role of Samsung in the country.
Luxury
Alibaba, Partners Fight Fraud and Root Out Counterfeits – Over 730,000 IP rights were under Alibaba protection by the end of 2022. 98% of IP takedown requests by rights holders were handled within 24 hours for the third consecutive year – I wonder what Amazon numbers look like for this?
I didn’t realise that Taiwan’s semiconductor expertise went back this far. DigiTimes has unprecedented access to the elder statesmen and experts on the early Taiwanese semiconductor industry
The playground behind the interviewee before it was refurbished in the early 2000s used to have a roundabout that I was thrown off at a tangent while it spun around when I was about 3 or maybe 4 years old and landed straight into a puddle. I wore a red hooded anorak made of a red sherpa fleece fabric with an elasticated hood, cuffs and bottom which soaked up half the puddle like a sponge. The photographer had his back turned to Grove Road and what is now an Iceland supermarket. Back when I fell off the roundabout it was a Kwik Save.
Struggling
Even back then it had a reputation of being a hard neighbourhood. Local shops such as Griffiths the butchers catered for a customer base struggling to make ends meet.
To the photographer’s left down the road a bit would have been a social club for (former) members of the Civil Defence. The Civil Defence Corps itself had been stood down in 1968. It was a solid working class area full of unskilled and semi-skilled workers who were employed either locally at the Lever factory next door or on the Mersey from the shipyards of Birkenhead to the chemical industry of the Mersey basin and assorted factories further afield.
Community spirit doesn’t pay the bills
By the 1980s, it looked worse for wear. There were few jobs, fewer still that paid well. And that was before unemployment and the heroin epidemic took their toll. As the economy picked up in the 1990s, the benefits didn’t make it to New Ferry. The one bright spot was a pirate radio station ran by community DJs playing house and techno records every night of the week close by to Grove Road playground. I’d held a couple of small (250 people) all night parties (acid house and garage) in the Civil Defence social club, with the blackout curtains keeping the noise and lights away from nosy neighbours and police patrols.
The people who ran the club put on breakfast for the revellers after the main event. We played ambient music from CDs supplied by a friend’s older brother (Tangerine Dream, The Orb, Vangelis, Kitaro, Pink Floyd’s Shine On You Crazy Diamond and Abba’s Arrival) mixing between two Discmans as the tired revellers drank tea and ate bacon ‘bin lid‘ sandwiches while sprawled out on the floor.
Tickets were sold in advance and the venue details given out on the night by ringing an answerphone. Everyone involved broke even if they were lucky.
Despite being really hard scrabble there was a certain amount of community dynamism going on in the village hall. My Mum used to travel down there to go to knitting classes with older women, some of whom were Irish like her. They would knit for charity.
But all that won’t keep social decay from the door while the community is underemployed and underpaid.
No easy answer
The social decay described in the article isn’t something that happened overnight but over decades. There is no quick fix to the social decay of bad behaviour and feral gangs of children. It is not clear whether there is the commitment, investment, government will or the way to resolve this social decay.
The most individually logical thing to do in a time of social decay is thinking more about personal safety.
Techno-utopianism of early 2000s
Looking back the technology adoption of the 1990s and early 2000s was phenomenal. The mainstreaming of the cellphones, the PlayStation, home PC computers and internet access creating immediacy.
The changes wrought by mobile phones in particular are still rippling through the developing world.
Driving in Japan
I am a huge fan of walkabout and driving videos because you can tell so much about the environment looking at retail spaces, brands, clothing and social interactions going on around you. For instance Japan’s apparent rejection of the electric car for now, favouring hybrid vehicles instead. This particular one of a rural Japanese town gives you a good idea of where Studio Ghibli‘s work comes from.
Fintan O’Toole on Ireland
Great talk by Fintan O’Toole at the Edinburgh Book Festival.
Online bookseller Book Depository is closing down with some three weeks notice. It wasn’t a topic at work and barely made a ripple amongst British friends. The Hong Kong part of my social media bubble shared the news and were sad about it. The company had been owned by Amazon since 2011. I used it for a few reasons:
Free postage anywhere. I have friends around the world and Book Depository was a good way of sending a gift book. It made the process of international gifting so much easier. I bought a set of books there as recently as last week. Many of the upset people on social media were from Australasia, Latin America, Eastern Europe and Asia
Getting hold of English books when I lived in Hong Kong. At the time I lived in Hong Kong there were a couple of nice chains that did English language books, but if I wanted something for my professional life or esoteric interests, then online made more sense. Dymocks, Eslite and the various independent stores would only get you so far. For everything else Book Depository helped out. This was partly down to book shops being a ‘lifestyle’ in Hong Kong and other parts of Asia. They carefully curate fiction but aren’t necessarily like the university book shops I spent my teens and twenties in
Arbitrage. Despite being owned by Amazon, there were a number of items that I bought where there was a price difference between Book Depository and their parent company
You could find a particular edition or format, with Amazon it could be a bit of a lottery
It isn’t full of tat like Amazon. Amazon Marketplace has been both a blessing and a curse. Amazon hasn’t done a good enough job curating Marketplace. I found Marketplace useful at the beginning, rather like a fixed-price eBay. Now its a dystopian retail experience littered with a substantial minority of counterfeit products and sub-standard garbage
Their ask the author section provided some interesting reading.
The brand
I always had it in my mind as ‘The Book Depository’ rather than Book Depository. It’s always the way I discussed it with other people. I had to go back and edit stray ‘The’s that slipped into this post.
Book Depository home page
Diminished ambitions
Book Depository is being closed by Amazon as part of cost cutting across its book and device categories. There is a certain irony in Alexa being in full retreat just at the time when LLMs were about to turn up. Alexa skills are likely to get loss in the subsequent withdrawal and LLM expansion. Book Depository helped plug gaps on the map where Amazon didn’t have native businesses. The decline of Book Depository implies an upper limit to Amazon’s global retail expansion.
Beauty bots drive R&D at Unilever’s £68 million facility | Vogue Business – The world’s highest concentration of robots doing material chemistry can be found at Unilever’s lab in North West England. Vogue Business gets a behind-the-scenes peek at the facility, which develops innovative products for brands including Hourglass and Living Proof.
Is China’s New Rocket Really Coal Powered? Deep Space Updates – April 2nd – YouTube – yes kerosene made from the kind of coal hydrogenation process similar to what SASOL used in apartheid-era South Africa. The National Coal Board had a pilot plant doing something similar during the late 1980s at Point of Ayr under what was called a ‘coal liquefaction plant‘. I used to know a few of the guys that had worked there previously. The plant had a number of experienced oil refinery technicians on the staff when it was running. The site was subsequently taken over and was where BHP Petroleum built their sour gas facility and brought natural gas ashore from the Liverpool Bay oil and gas field in the early 1990s. It also probably tells you everything you need to know about China’s climate related decarbonisation goals.
How the new generation of weight-loss drugs work | The Economist – the potential benefits of such drugs go beyond their ability to promote weight loss in individuals. By showing that molecular mechanisms hinder people’s attempts to lose weight, they show that gluttony is not to blame when people remain obese. That should slowly help to eliminate the stigma. Both weight-loss surgery and drugs are useful tools in the fight against obesity. But by changing the conversation these new drugs may remind health-system leaders that they need to do much more to encourage healthy lifestyles.
Hong Kong
‘Fair price, fine quality’: Hong Kong fast-food chains become go-to place for mainland Chinese budget tours | South China Morning Post – Established eatery chain Café de Coral was among those capitalising on the trend as it offered advance bookings for the tour groups, which have increased after the city fully resumed cross-border travel with the mainland earlier in the year. A Post reporter at 11.45am on Monday observed two mainland tour groups of about 30 people each being guided from their coaches and taken to Grand Waterfront Plaza, a shopping centre in To Kwa Wan, where they dined at the site’s Café de Coral outlet.
Online trolls are taking a toll in China – BBC News – In collectivist cultures such as China, those perceived as going against the norm tend to be severely punished, experts say. What makes it worse, they add, is a pervasive culture of shame. “A strong sense of collectivism in China can mean that cyberbullying, when perpetrated as a symbolic act of violence or aggression towards another in a public setting, may lead to drastic measures, such as suicide, to escape that sense of humiliation,” says K Cohen Tan, a vice-provost at University of Nottingham Ningbo China
Bob Hoffman has been pointing out the problems with the way online advertising has been run for years. Bob’s book Adscam is probably one of the best critical examinations of the online media eco-system and the risks inherent in programmatic advertising.
Bob Hoffman got to speak with the European Parliament. Bear with it as audio improves through the recording.
He also spoke at the Digital Marketing is Broken event.
Interesting talk on the benefits and limitations of economic sanctions with a particular focus on Iran and Russia.
Ireland
I never realised that Sony had a factory in Ireland as early as 1960; Sony globalised production of transistor radios relatively early on in their production life. Compare this to the later US technology businesses setting up shop in Ireland over the next couple of decades. This also might go someway to explain why Sony was such a respected brand in Ireland and shows how visionary and experimental the Sony management were. These comments on Irish workers in 1963 versus their Japanese counterparts are interesting. The assembly workers don’t seem to realise the intrinsic value of (the Sony Japan-made) transistors that go into the products – this might be down to education as this was likely a soldering and screwing products together assembly line.
Suzuki-san points out what he thinks are flaws with Irish workers whilst recognising that this partly down to the different social contract between employee and business. Part of the problem was that Irish workers had the opportunity of going abroad without any government restriction compared to Japan. Suzuki-san didn’t believe that Irish workers are bad workers, but rather they require more investment to encourage them to become good workers.
Interesting perspective on the Windsor Framework from an Irish and EU perspective. Tony Connelly did one of the best podcast series on the Brexit process for RTÉ
Materials
I am a big fan of the Rose Anvil account for the way they take a deep dive into materials and shoe construction. Here’s a great example of their work which shows the design principle of what you leave out is as important as what you leave in a product.
Retailing
Olivia Moore on Temu e-commerce app. Her idea of ‘invisible AI’ is actually more prevalent than Ms Moore thinks, otherwise great conversation to listen in on.
Connie Chan does a short talk on the future of e-commerce.
