Although Yandex's new e-commerce JV with Sberbank is being pitched as a means of deepening customer relationships within its fast-growing digital services business, it will also seek to dilute growing competition from Chinese companies, thereby serving state-led data nationalisation strategies.
Our first edition of the LTE Tracker highlights that while LTE remains a developed markets technology, Europe is lagging behind its peers. The UK is an exception, because, as in the US, an operator has driven the technology and led the market. This has been lacking elsewhere, a clear hindrance to demand.
Volvo and Audi's decisions to use Android-based infotainment systems provided by Google is a big step forward in the connected car space. It offers carmakers the opportunity to greatly enhance the appeal of their new models to today's consumers while cutting costs and allows Google to gain a stronger foothold in the valuable connected car market. It does, however, highlight the long-term risks...
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Thanks, BMI Research