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ICYMI | 万一你错过了| 당신이 그것을 놓친 경우에 대비해서

Reading Time: 2 minutes

Korea’s Largest Telecom has Partnered with Apple, Microsoft & Samsung in new kind of High-End Retail store called T Factory – Patently Apple – interesting tech department story T Factory by SK Telecom

Ex-Morgan Stanley bankers make a splash in Hong Kong as new boutique firm adds Ant Group, Xpeng to list of clients | South China Morning Postlaunched last year by two former senior Morgan Stanley bankers, Crawford Jamieson and Daniel Wetstein, and has since added top-notch companies including Alibaba Group Holding, Ant Group, and Xpeng among its clients. The firm offers corporate finance advice to companies and financial sponsors in the technology, health care and financial services sectors, backed by experience in completing US$500 billion worth of deals between them since late 1990s.

Who will win the battle to replace Huawei in Europe? — Quartz
https://qz.c“Open-RAN is something in the future,” says Strand. “It is not an alternative to the equipment Nokia, Ericsson, Huawei, and ZTE are delivering today.”

Comparison Shopping in the Age of Information Overload | INSEAD Knowledge – interesting research that is important for online shopping

An XR partnership between Orange and Deutsche Telekom – Hello Future Orange – a bit happy clappy but shows some interesting ambition around the web of no web

Google is bringing its own VPN to desktops and phones with $9.99 Google One subscription – The Verge – hmmm poacher turned gamekeeper?

PlayStation CEO says VR won’t be a ‘meaningful’ part of gaming for years – The VergeSony PlayStation CEO Jim Ryan says virtual reality won’t be a meaningful part of interactive entertainment in the near future. Ryan indicated to The Washington Post that VR still has a long way to go, although he emphasized that Sony isn’t giving up on the medium. The statement suggests that an update to Sony’s PlayStation VR headset is years away.  “I think we’re more than a few minutes from the future of VR,” Ryan told the Post. “PlayStation believes in VR. Sony believes in VR, and we definitely believe at some point in the future, VR will represent a meaningful component of interactive entertainment. Will it be this year? No. Will it be next year? No. But will it come at some stage? We believe that.” – Interesting take. On one hand the hardware in Sony’s VR sets for the PlayStation doesn’t need to change due to displays, on the other hand the pause in take up seems to be software related. Does gaming have the kind of storytelling issues that VR cinema has?

Facebook Is Up To 10 Million Active Advertisers, But Zuck Says He Fears For The Future Of Personalized Advertising | AdExchangerheadwinds coming in the form of an evolving regulatory landscape, continued uncertainty to do with transatlantic data transfers and coming platform changes, particularly on Apple’s iOS.

中国 | china | 중국 传播媒体 | media | 미디어 信息安全 |security | 정보 보안 商业 | business | 상업 工艺学 | technology | 기술 德国 | germany | 독일 无孔不入技术 | web of no web | 보급 기술 零售业 | retailing | 소매업

ICYMI | 万一你错过了| 당신이 그것을 놓친 경우에 대비해서

Reading Time: 4 minutes

Apple’s Shifting Supply Chain Creates Boomtowns in Rural Vietnam – Bloomberg – Vietnam is becoming the new China. While China has been impacted by problems of its own making, resulting in diversification of supply chains and trade disputes. This Vietnam build-out feels very much like build out in China during the late 1990s and the early 2000s after China joined the World Trade Organisation. Vietnam is now likely to experience double-digit growth. Hopefully Vietnam will climb up the value chain in a similar way to China. Vietnam is already a great place to develop software and applications. More Vietnam related posts here.

Apple develops alternative to Google search | Financial Times“Any reasonable search engine has to have 20bn-50bn pages in its active index,” Mr Ramaswamy said. When a user runs a query, the retrieval system must sift through vast troves of data then rank them in milliseconds. Some observers still dismiss the idea of Apple creating a complete search rival to Google. Dan Wang, associate professor of business at Columbia Business School, said it would be “extremely difficult” for Apple ever to catch up. “Google’s advantage comes from scale,” he said, as the endless user feedback helps to tune results and identify areas of improvement. “Google gets hundreds of millions of queries every minute from users all over the world — that’s an enormous advantage when it comes to data.” – Apple needs search for its app store, mapping services, media services and even on device. It doesn’t necessarily mean that Apple will do a ‘Google’

Army of avatar robots readies to invade Japanese job market – Nikkei Asia – stocking shelves in a FamilyMart

Apple develops alternative to Google search | Financial Times – explains Apple’s massive amount of overcapacity in their datacentre space for the past decade as they built around the world

Chinese retailer Miniso beats Uniqlo and Muji at their game – Nikkei Asia – interesting profile of Miniso. What becomes apparent is how Luckin Coffee has poisoned the well with investors for Chinese retailing businesses

Surveillance Startup Used Own Cameras to Harass Coworkers | Vice News – not terribly surprised that this was in their sales team. It fits right in with the sales cultures I have known

25 Years In Speech Technology. …and I still don’t talk to my computer. | by Matthew Karas | Oct, 2020 | Medium – great essay on voice technology on computers (including smartphones)

German spy chief Gerhard Schindler: China is poised to dominate the world | World | The TimesGerhard Schindler, who led the Federal Intelligence Service (BND) from 2011 to 2016, said Germany needed to curb its “strategic dependence” on Beijing and ban Huawei from its 5G mobile phone network. He also warned that Angela Merkel’s liberal approach to the 2015 migrant crisis had left Germany with a “large reservoir” of young Muslim men susceptible to violence and jihadist ideology, and that the true scale of the danger was only now becoming clear.

UK risks road rage with China in Africa – POLITICOUnited States Assistant Secretary of State for African Affairs Tibor Nagy told a Congressional hearing in 2019 that Washington was “weaponizing” its African embassies “to confront China on a whole range of issues, most prominently a commercial one.” Westcott, from the Royal Africa Society, pointed out that Britain was so far aiming to maintain its own influence in Africa rather than reduce Chinese influence — but that it could take a more aggressive approach in future, for example attempting to outbid China for projects.

How The Epoch Times Created a Giant Influence Machine – The New York TimesThe Epoch Times was a small, low-budget newspaper with an anti-China slant that was handed out free on New York street corners. But in 2016 and 2017, the paper made two changes that transformed it into one of the country’s most powerful digital publishers. The changes also paved the way for the publication, which is affiliated with the secretive and relatively obscure Chinese spiritual movement Falun Gong, to become a leading purveyor of right-wing misinformation. First, it embraced President Trump, treating him as an ally in Falun Gong’s scorched-earth fight against China’s ruling Communist Party, which banned the group two decades ago – the enemy of my enemy is my friend. I see this as a failure of liberal politicians engaging with a plurality of opinions about China.

The Belt and Road Strategy Has Backfired on Xi | Palladium MagazineThe Belt and Road is less a geoeconomic power play than a marketing strategy. Few of the myriad projects and investment schemes labeled ‘Belt and Road’ exist because of the initiative as such. Grand strategists in Beijing did not cause the tremendous outbound flows of money, men, and material that comprise Belt and Road, and they cannot direct it either. What statesmen like Xi Jinping do have power to influence is how these flows are understood and perceived by the world

How Did China Beat Its Covid Crisis? | by Ian Johnson | The New York Review of Books – ambiguous lessons on handling COVID-19

WeChat ban a catch-22 for Chinese Australians – The China Storysome members of the Chinese Australian community have created parallel chat groups on WhatsApp, Letstalk, Line or Telegram in case of a local WeChat ban. But they continue to be drawn back to WeChat as their main social media platform. Why do members of the Chinese diaspora choose to self-censor when they have many other options available? The answer may lie in platform affordances available in WeChat as well as techno-material features of the app that produce ‘habits’, engender ‘necessity’ and provide users with a sense of ‘vitality’.

Inside Out: China’s Forgotten Domestic Politics – The China Story – China digging itself into a soft power hole

Adobe’s new AI experiment syncs your dance moves perfectly to the beat | The Next Web – I was thinking about the effect that quantisation had on music software in the early 1990s which allowed for perfect beat synching (in theory, though MIDI and USB could throw that off slightly

中国 | china | 중국 信息安全 |security | 정보 보안 商业 | business | 상업 小工具 | gadget | 가제트 艺术与设计 | design | 예술과 디자인

ICYMI | 万一你错过了| 당신이 그것을 놓친 경우에 대비해서

Reading Time: 7 minutes

Hackers hijack and publish mental health data of hundreds of people – a scandal caused by the extortion of a group of hackers to a private company that provides mental health services as a psychotherapy center for the Finnish public health system. Finland claims to be at the forefront of digitisation and data security. The criminals managed to access the mental health data of thousands of customers of the Vastaamo after detecting vulnerabilities in their system.How can Vastaamo be sure that mental health data won’t be leaked or sold on in the future. Hackers have already targeted women who shop for plus size clothing with weight loss scams. Now imagine the ‘opportunities’ for bot based counselling, black mail or fake medications that mental health patients offer. Hackers would enrich this data and sell it on again and gain over time allowing for relentless targeting and retargeting of vulnerable people with mental health issues. Given the increase in mental health issues among adults, this would present hackers with a total lifetime revenue stream.

Smart Solution: Laser Indicators to Make Backing Trucks Up to Loading Docks Easier – wonderfully clever piece of design

Mark Ritson: Fred Perry must do more than stop selling the Proud Boys shirtsIndeed, if you really want to make something hot among any group, the use of faux-exclusivity or – even better – a genuine attempt to exclude people from the product typically sends them rabid with desire. De-list a salad cream and once-uninterested consumers start bulk-buying it. Make your clothing in sizes that won’t fit older blokes and they will queue up around the block to squeeze their big units into it. Shutting down sales of black and yellow Fred Perry shirts in America will have zero impact on the proportion of them being worn by the Proud Boys. It will most likely exacerbate the situation. Those who already own a shirt will treasure and wear it with even greater pride. And the rest of the membership will resort to the grey and black markets to ensure that they too look like all their fascist mates. – advertising is the way forward, though I would be doing a photo shoot with leather subculture members

The 1.4bn-people question – Apparatchiks and academics alike struggle to take China’s pulse | China | The EconomistFor decades the party had scorned opinion polls as bourgeois and unnecessary—it embodied the will of the Chinese people, so why ask them what they thought? But it has become more open to pulse-taking since Mr Yang’s ordeal, which was described in an article by Tang Wenfang of Hong Kong University of Science and Technology, published in 2018. Mr Yang says the party is “more paranoid” about public opinion than its democratic peers because it lacks elections or a free press for feedback – this also explains why IPSOS MORI type research is very hard to do in China

China’s digital signage market to reach CAGR of 18.5% 2020-2024 – (paywall)

Activists Turn Facial Recognition Tools Against the Police – The New York Times“I am involved with developing facial recognition to in fact use on Portland police officers, since they are not identifying themselves to the public,” Mr. Howell said. Over the summer, with the city seized by demonstrations against police violence, leaders of the department had told uniformed officers that they could tape over their name. Mr. Howell wanted to know: Would his use of facial recognition technology become illegal? Portland’s mayor, Ted Wheeler, told Mr. Howell that his project was “a little creepy,” but a lawyer for the city clarified that the bills would not apply to individuals. – I can see an increased pressure for legislation making videoing and photographing law enforcement a crime

‘Small-budget fallacy’ hurts marketing effectiveness | WARCMarketers, similarly, erroneously presume that newer digital tactics represent the best approach for brands on a limited budget – a perspective countered by analysis of thousands of case studies from WARC. “Channels like content marketing, social media, influencer marketing, or online display are among the media more likely to create an effectiveness disadvantage,” Hurman said. “And some of those more traditional channels – like TV, PR, events or [direct mail] – are the ones creating an effectiveness advantage.” – Probably one of the most effective articles that marketers could read right now. I don’t disagree that influencers can be effective, but there seems to be a dataless cargo cult built up around it over the past few years.

Mark Sedwill: Dominic Cummings undermined the government | News | The TimesHe also conceded that Britain had at times been “naïve” in dealing with threats from Russia and China. “I think when we’ve allowed the rhetoric to suggest that countries with very different political systems, essentially authoritarian political systems, are edging towards our values and viewing the world, then we’ve probably been mistaken and have overstated the natural alignment.” – the tone towards China in political elites throughout the world is going a lot colder

Donald Trump paid nearly $200,000 in taxes to China, report claims | The Guardian – paid more tax in China than in the US. I am surprised that more hasn’t been made of this

Chinese tech firms eye Singapore base amid US-China tensions, coronavirus border closures | South China Morning Post – Bytedance and in particular TikTok data safety issue moves from US and Europe to Singapore

Nearly half of internet users in Philippines pirate content | Data | Campaign Asia – I wouldn’t be surprised if that number was that far off in the UK given the amount of pirated content on YouTube etc

If Crisis or War Comes – The Swedish Civil Contingencies Agency – great advice in general here (PDF)

Daring Fireball: The iPhone 12 and iPhone 12 Pro – interesting thoughts on the iPhone 12s. What Gruber doesn’t touch on is the radio improvements, particularly in 4G. I suspect that smartphones are on a 4 – 5 year replacement cycle for many people

Justice Dept. files long-awaited antitrust suit against Google | Ars Technica – why so rushed? There aren’t votes in this prosecution and going off without the required level of preparation against a well-resourced defence is very risky

#DanceAwesome Hashtag Videos on TikTok – Samsung has low consideration amongst the young, they used the existing Samsung partnership with K-Pop girl group BlackPink (18.9 million fans on TikTok). A new track Dance Awesome was created with an accompanying dance. Black Pink give it some energy and the dance instructions got 2m views on YouTube. It felt authentic. It resonated with TikTok users. The campaign generated 5m user videos and over 20 billion views, though I would like to see how it affects longer term consideration levels. 

Open backdoors into apps and adversaries will use them too | Financial Times  – it is interesting how long this has been discussed without significant action taking place. Japan underwent a sales boycott by China of rare earth metals ten years ago and this is still only at the discussion stages in the west

Conoco/Concho: surfing the wave | Financial Times – interesting consolidation in shale oil businesses. I found CK Hutchison selling out at this time interesting: Cenovus snares Li Ka-shing’s Husky Energy in $7.8bn deal | Financial Times

Toshiba launches global Quantum Key Distribution QKD business with UK factoryToshiba estimates the QKD market to grow to approximately $20bn by 2035 and the company aims to take 25 percent of the market (approximately $3bn) in 2030. TDSL has been awarded the contract from the National Institute of Information and Communications Technology (NICT) in Japan to deploy and manage the QKD systems that will be installed at multiple locations on their network. Toshiba plans to deliver the system in the fourth quarter of FY2020 and the deployment will start to roll out from April 2021. Outside of Japan, Toshiba Europe worked with BT on the UK’s first industrial deployment of a quantum-secure network, while in the US, Toshiba has participated in the recent QKD demonstration by Verizon Communications with Quantum Xchange. – Fascinating, it means that banks and governments can have secure communications, but consumers can’t, at least until we have several qubits of quantum computing power in a desktop computer and PGP-type situation gain.

Ericsson and China Telecom achieve 5G Standalone data callEricsson Spectrum Sharing is a new way of rolling out 5G that uses existing hardware, spectrum and sites, while enabling increases in mid/high band coverage. It enables 4G, 5G NSA NR and 5G Standalone to be deployed simultaneously across FDD spectrum without the need for dedicated 5G spectrum. With Ericsson Spectrum Sharing, 5G radio resources are shared on a 1 millisecond basis, maximizing spectral efficiency. Most 5G networks have so far been deployed in Non-Standalone (NSA) mode where the underlying 4G network layer supported the necessary signaling. SA removes this 4G dependency. – Great, but Sweden’s ban on ZTE and Huawei in their network is likely to kill off Ericsson’s potential business with China Telecom – Sweden bans Huawei, ZTE from upcoming 5G networks | Reuters 

First room-temperature superconductor demonstrated | Smart 2.0 – I am skeptical. I wouldn’t have shared it at all but for the fact that the article is from from part of the EE Times group

Apple Launches ‘Apple Music TV,’ a 24-Hour Music Video Livestream – Variety – MTV left the door open for this, surprised that it hasn’t been done before

Taiwan’s top 100 brands: Line, Taiwan Mobile, Rakuten among biggest gainers | Campaign AsiaAmong the worst declines this year, Japanese electronics brand Sharp and China-based smartphone maker Xiaomi. Sharp’s decline mirrors the waning power of Japan’s legacy brands that we have seen in several other markets this year. – To be fair Sharp’s star has been falling for a long time, which is why Hon Hai Electronics could purchase them. Even Sony is inconsistent across product categories. Toshiba and Hitachi are no longer really consumer names

String of Firms That Imploded Have Something in Common: Ernst & Young Audited Them – WSJ – is Ernst & Young damaged in the same way that Arthur Anderson was after the Enron scandal or will they survive? It is easy to forget now, but even if Arthur Anderson has escaped the Enron scandal, there was also the WorldCom scandal to pull them down. This is why E&Y feels rather like deja vu

The flipside of China’s central bank digital currency | ASPIDC/EP intersects with China’s ambitions to shape global technological and financial standards, for example, through the promotion of RMB internationalisation and fintech standards-setting along sites of the Belt and Road Initiative (BRI). In the long term, therefore, a successful DC/EP could greatly expand the party-state’s ability to monitor and shape economic behaviour well beyond the borders of the People’s Republic of China (PRC). Another great paper by the Australian Strategic Policy Institute. – I suspect that is the fear of most consumers with a government backed digital currency. I can also understand the concern regarding a digital reserve currency. It is also similar to what can be had with a lot of credit card payment system records