The year 2024 showed a sales uptick in smartphones after a tough 2023. Smartphone sales overall grew by 4% year over year. Androidauthority.com reports that Chinese maker Xiaomi had the top growth, increasing market share by 1%. Both Apple and Samsung saw their 2024 market share drop by 1%. Xiaomi does not have a footprint in the US, either, which makes the increase more notable. Samsung and Apple still lead the smartphone market globally…Samsung with 19% market share, and Apple with 18%. Apple sales in China were apparently hurt by the lack of AI features in that country on the iPhone 16 Pro models. Counterpoint Research sees Generative AI capabilities being on some 90% of smartphones that sell for over $250 by the year 2028.

The Biden administration has revealed what it is calling its ‘AI diffusion rule,’ which is intended to restrict the export of GPUs that are most coveted for AI applications. Although it does not mention the nation by name, it’s widely viewed as a means to prevent China from outpacing the US in AI development. According to engadget.com, there are 3 licensing tiers. The first is unrestricted, and that’s for the US domestic market and 18 strategic allies. The second tier will have caps on computing power, and that will be for most countries. The third tier includes China, Russia, Iran, and North Korea. The government will effectively bar sales of the most powerful GPUs in those nations. The Semiconductor Industry Association objects to the rule making, as does AI chip industry leader NVIDIA. It’s not clear that the incoming Trump administration will let the rule survive. 

Apple will launch an updated SE Watch later this year with an updated look. Bloomberg’s Mark Gurman says that it is likely that the design may be more in line with  the 2021 Watch Series 7…but it is possible it will be completely different…Apple is apparently considering a plastic case for the Watch SE…which could be available in a rainbow of bright colors. Think of the old iMac computers. The Watch 11 and Ultra 3 models will keep the present look but will get some upgrades. The Ultra 3 will probably get satellite connectivity and both the 11 and the Ultra 3 will likely get high blood pressure detection..not exact numbers, but just a warning to the wearer. The blood pressure feature was supposed to be out for the Watch 10, but was delayed. 

The Department of Transportation has turned down a request by Tesla for $100 million in funding for big rig EV charging. Techcrunch.com reports that $636 million in funding will be split by 49 applicants for EV charging infrastructure. Tesla has only produced a small number of electric big rigs in Texas, and is building out their facility in Nevada to make the electric trucks…which they first showed 8 years ago in 2017. The company wants to build 9 semi-truck charging stations between its former headquarters in the Bay Area and its present one near the southern border of Texas. There will probably be a third round of funding released from the bipartisan infrastructure law, which originally allocated $2.5 billion in funds for charging infrastructure. Presumably, the incoming Trump administration will want to dole out more money to Tesla.

I’m Clark Reid and you’re ‘Technified’ for now.