Daily Authority: Energy concerns, supply concerns 📉

🌄 Good morning! German elections happened here over the weekend, and amazingly, Berlin ran out of paper voting cards for a while because the Berlin marathon was on, with loads of street closures everywhere. Classic Berlin.

Power crunch?

All new F 150

It may be too early, it may not be anything more than a blip, but China is facing a power shortage, and it’s not getting any better. It’s being called a crisis by publications like Bloomberg.

Why it matters:

  • Like most countries, energy rationing starts with large industrial users, which are asked to cut consumption when energy supply is limited. Aluminum and cement industries are the first to experience suspensions, followed by other major manufacturers like electronics.
  • Reading the reports, it’s easy to see why: In some northern provinces, where heating supplies are now needed during the cold, the effects are being felt by residents who are being asked to limit heating and use of appliances like microwaves, a move politicians usually strive to avoid to limit unrest.
  • The reports are now that the woes hitting the global tech and automotive supply chain may get even worse, as key suppliers are forced to power down.

What’s happening:

  • The Nikkei Asia and others report several key Apple and Tesla suppliers have halted production at some of their Chinese facilities. That isn’t yet affecting Foxconn’s enormous contract manufacturing facilities in Longhua, Guanlan, Taiyuan and Zhengzhou, which is the world’s largest iPhone assembler location, but suppliers to it are being curtailed:
  • Eson Precision Engineering, an affiliate of Foxconn — the world’s biggest iPhone assembler — and a key mechanical parts supplier for Apple and Tesla, on Sunday said it suspended its production from Sunday until Friday at its facilities in the Chinese city of Kunshan.
  • “Unimicron Technology, a major print circuit-board maker and key Apple supplier, said its subsidiaries in the Chinese cities of Suzhou and Kunshan in Jiangsu Province also needed to stop production from Sunday noon till the end of the month.”
  • iPhone speaker component supplier Concraft Holding was also powering down per a note to the stock exchange.
  • Intel, Nvidia, and Qualcomm may also be affected, with “several key chip packaging and testing service providers” suspending production for days at a time.

The energy issue:

  • Summarizing why there’s an energy crunch looks complicated. 
  • Both coal and natural gas prices have become expensive in China, as they have globally. 
  • Beijing is enforcing tougher emissions standards and the country “vowed” to cut energy intensity by 3% in 2021 to meet climate goals, and is “punishing” provinces that don’t meet energy restrictions.
  • In addition, the Winter Olympics will take place in Beijing next February. The country will be aiming for clear skies to avoid scenes where pollution affects the event and how the world sees China.
  • But it’s not exactly looking good: Other reports suggested Beijing is now asking food processors (like soybean crushing plants) to shut down.
  • Expect to hear more across the week to come.

Roundup

🆕 There’s some Galaxy S22 renders following the S22 Ultra renders from @Onleaks: the S22 Plus and the standard S22, which shows a very similar design to the Galaxy S21 (Android Authority).

📉 Huh: Samsung Galaxy S21 FE launch may have been canceled, due to the chipset shortage (Android Authority).

👉Xiaomi Civi launched: A lightweight phone for selfie enthusiasts (Android Authority).

📂This foldable display can be folded like origami because reasons (Android Authority).

🍎Apple’s new iPhone 13 Pro series 120Hz refresh rate hasn’t been working in third-party apps, with a bug to be fixed, but speculation is Apple is making developers use certain APIs for its LTPO tech to avoid battery drain (9to5Mac).

🍏 There’s also controversy that only Apple will be able to replace broken iPhone 13 displays, as it is disabling FaceID on third-party fixes (9to5Mac).

⚖Google back in court to appeal EU’s 2018 Android antitrust case (AP).

🛒 A look at the frantic dealmaking behind the trans-Atlantic instant grocery startups like Gorillas and Flink, as investors see a classic land grab for the top position (FT, $).

📺 The biggest news and trailers from Netflix’s “Tudum” event (you know, like the sound): From The Witcher to Tiger King, and by the way, Netflix’s big deal to buy the world of Roald Dahl for $700M. Also, Stranger Things season 4 has a new trailer, and it’s ultra creepy (Gizmodo).

🚗Tesla drivers can now request Full Self Driving beta tests, but you’ll need to prove you’re a good driver with a week of tests in advance, like if you’re getting driver warnings or hard braking (Engadget). Here are people talking about their “safety” scores (Twitter).

🛶After IBM failed to sail an autonomous data gathering boat across the Atlantic, it’s trying again with its Mayflower Autonomous Ship Project (Washington Post).

💇‍♀️ Interesting: “I went to Amazon’s high-tech hair salon in London for a $72 cut” (Insider).

🗺MapBiomas: The Software Tracking 35 Years of Amazonian Deforestation (Reset).

🔭Hubble telescope helps find six ‘dead’ galaxies from the early universe (Engadget).

🌓 As the trailer for Moonfall hints at, could the Moon actually crash toward Earth? (Wired).

🌞 Kinda fun question: “What were the theories about the nature of stars before we began to understand nuclear reactions?” (r/askscience).

Monday Meme

Here’s just some wholesome Blade Runner meme’ing:

harrison ford

(The joke, in case you didn’t get it or haven’t seen the film.)

Cheers,

Tristan Rayner, Senior Editor

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