Intel

Intel Launches Lunar Lake: Claims Arm-Beating Battery Life, World's Fastest Mobile CPU Cores (tomshardware.com) 56

Intel launched its new Core Ultra 200V-series processors on Tuesday, promising significant improvements in power efficiency, performance, and battery life over competitors and previous generations. The company claims the chips offer "historic x86 power efficiency" and the "world's fastest mobile CPU cores." The processors, available for pre-order in OEM systems and shipping September 24, feature four Lion Cove P-cores and four Skymont E-cores with boost speeds up to 5.1 GHz.

Intel says the chips deliver up to 20.1 hours of battery life, Tom's Hardware reports, outperforming Qualcomm's Snapdragon X Elite by nearly two hours and AMD's chips by almost four hours. Intel asserts a 30% faster gaming performance than competing processors and highlighted compatibility issues with Qualcomm's chips, noting that nearly two dozen games used for benchmarking failed to run on X Elite chips. The company claims up to 64% advantage in single-threaded performance over Qualcomm Snapdragon X Elite and up to 33% over AMD Strix Point HX370.
Transportation

What's Holding Back America's Move to Electric Cars? (theverge.com) 430

"Let's get one thing out of the way," writes the Verge's transportation editor. Contrary to what you may have heard about U.S. sales of electric vehicles — sales are up. [Consumer insights company] JD Power is projecting that 1.2 million EVs will be sold in the US by the end of 2024, an increase over 1 million sold last year. That's 9 percent of total vehicles sold, which has been revised down from a previous prediction of 12 percent... Overall, an additional 35,000 battery-electric vehicles were sold in the first seven months of 2024 as compared to last year, JD Power says.

That includes hybrids and PHEVs, which I think gets at the root of the problem. Those who were expecting an even swap — battery-electric for internal combustion — didn't anticipate the popularity of hybrids in the market. If anything, hybrids are cannibalizing EV sales, giving the pure-battery electric vehicles more competition than anticipated. But in retrospect, it makes sense. What better response to "range anxiety" than a vehicle that, in a sense, operates as an electric vehicle until the battery runs out, and then switches over to gas...?

EVs are still too expensive, giving potential buyers sticker shock. According to data from Kelley Blue Book, the average transaction price for an electric car in July 2024 was $56,520. Meanwhile, the average gas-powered vehicle is selling at $48,401. There's also a depreciation problem. New research out of George Washington University finds that older EVs depreciate in value faster than conventional gas cars. Some even lost 50 percent of their resale value in a single year. The upside is that newer models with longer driving ranges are holding their value better and approaching the retention rates of many gas cars.

The charging experience is still wildly out-of-sync for most people. Either it's the single most satisfying thing about owning an EV or it's the worst. And the distinction is usually between people who live in houses and can install a home charger in their garage and those who live in an apartment building or multi-unit housing and have to rely on unreliable public chargers... But JD Power is optimistic about where that's heading, especially as public satisfaction is growing in both Level 2 and DC fast charging over two consecutive quarters. The Biden administration also continues to make massive investments in public charging, which should slowly ease the experience of public charging from "soul-sucking" to "honestly whatever."

The article concludes that the EV industry needs patience and flexibility. But more than that, it "needs to slow it down with the six-figure, luxury pickups and SUVs and start offering more low-cost compact cars and sedans."
Power

Green Energy from Storage Batteries are Replacing Fossil Fuels in California - and Texas (elpais.com) 152

1.9 million solar panels began operating this year in California — at a Mortenson facility with 120,000 installed batteries that give it a storage capacity of 3,280 megawatts. An article in El Pais notes that this helped California pass 10,000 megawatts of photovoltaic storage in April — enough to meet 20% of demand — for the first time ever. (In 2019, the state had just 770 megawatts of storage capacity.)

Mark Rothleder, the vice president of the independent grid operator, California ISO (CAISO), said earlier this year that they will add another 1,134 megawatts in the first eight months of 2024. This is growth on top of the leap made last year. "In 2023 alone, the ISO successfully onboarded 5,660 megawatts of new power to the grid," Rothleder said at a conference in San Diego...

Renewable production was enough to supply the grid on 40 out of 48 days this spring, compared to seven days in the whole of last year. Lithium batteries appear to be undercutting the use of fossil fuels. Gas accounts for 40% of California's grid. However, its use in April registered its lowest proportion in seven years. "The data clearly shows that batteries are displacing natural gas when solar generation is ramping up and down each day in CAISO," notes an analysis by Grid Status, a firm specializing in energy issues. Natural gas was king on the grid in April 2021, 2022 and 2023. CAISO was sending between 9,000 and 10,000 megawatts produced from gas to the grid once solar ran out. Last April, however, it amounted to only 5,000 megawatts... [California's goal: run on 100% renewable energy by 2045.]

Arizona and Georgia have followed California's lead. But it is Texas, the other major U.S. giant in this industry, that is snapping at its heels. At the end of April, batteries supplied 4% of the grid's electricity, enough to power several million homes. Batteries are beginning to look like an alternative to a system heavily dependent on gas and coal.

Communications

Ask Slashdot: What's the Best Home Videoconferencing System? 76

renzema (Slashdot reader #84,617) wants suggestions for a point-to-point video conferencing system "to connect the kids to their grandparents... We live in Europe and they in the U.S., but we both have gigabit internet and can sustain upwards of 100mb between our houses." I've been spoiled at work with super high quality Cisco systems... Currently, we have Amazon Echos, but the video quality on these (at least for Sweden/U.S. calls) is really lacking.

We've tried Facetime as well, and while the video quality is much better, the inconvenience of needing to use it on an iPad or phone is quite high (or starting a call with them, then them needing to move to the computer...) Ideally I would love Facetime on an Apple TV with a camera that follows us. We have played a bit with the phone-as-a-camera thing with Facetime and Apple TV, but the sound was not great...

I'm willing to invest in hardware, up to a few hundred dollars per site, if this can really be bulletproof and give a consistently high quality video connection. Ideally it would be standalone hardware that does not need a computer to be running all the time.

There's one problem that can't be solved: calling the grandparents' phone when they're out of the house and not available to talk. But the dream solution involves using a TV to make and receive video calls. "When a call is received, it would power on the TV and 'ring'."

The wishlist?
  • High quality picture
  • No echo in large rooms. Handles people sitting a few meters away from the TV.
  • "Would really prefer no monthly fees."

Any suggestions? Share your own thoughts and experience in the comments.

What's the best home videoconferencing system?

Power

US Government Opens Up 31 Million Acres of Federal Lands For Solar (electrek.co) 103

An anonymous reader quotes a report from Electrek: The Biden administration has finalized a plan to expand solar on 31 million acres of federal lands in 11 western states. The proposed updated Western Solar Plan is a roadmap for Bureau of Land Management's (BLM) governance of solar energy proposals and projects on public lands. It bumps up the acreage from the 22 million acres it recommended in January, and this plan adds five additional states -- Idaho, Montana, Oregon, Washington, and Wyoming -- to the six states -- Arizona, California, Colorado, Nevada, New Mexico, and Utah -- analyzed in the original plan.

It would make the public lands available for potential solar development, putting solar farms closer to transmission lines or on previously disturbed lands and avoiding protected lands, sensitive cultural resources, and important wildlife habitats. [...] BLM surpassed its goal of permitting more than 25 gigawatts (GW) of clean energy projects on public lands earlier in 2024. It's permitted 29 GW of projects on public lands -- enough to power over 12 million homes. The Biden administration set the goal to achieve 100% clean electricity on the US grid by 2035.

Data Storage

Asia's Richest Man Says He Will Give Everyone 100 GB of Free Cloud Storage (techcrunch.com) 43

Mukesh Ambani, Asia's richest man and the chairman of Reliance Industries, said this week that his telecom firm will offer users 100 GB of free cloud storage. Oil-to-retail giant Reliance, which is India's most valuable firm by market cap, has upended the telecom market in India by offering free voice calls and dirt-cheap internet access.

Jio, Reliance's telecom subsidiary, serves 490 million subscribers, more than any rival in India. Jio offers access to at least 2GB of data per day for 14 days to subscribers for a total of $2.3. TechCrunch adds: Reliance plans to offer Jio users up to 100 GB of free cloud storage through its Jio AI Cloud service, set to launch around Diwali in October, Ambani said.
Power

Meta Strikes Geothermal Energy Deal To Power US Data Centers (reuters.com) 26

An anonymous reader quotes a report from Reuters: Facebook owner Meta struck a deal to buy geothermal power from Sage Geosystems to supply its U.S. data centers, it said on Monday, as it races to build out the infrastructure to support its massive investments in energy-hungry artificial intelligence. The first phase of the 150-megawatt project should be operational by 2027 and "significantly" expand the use of geothermal power in the United States, the social media company said. The location has yet to be determined, but the companies said it will be east of the Rocky Mountains. Financial terms of the deal were not disclosed. [...]

Sage, which is based in Houston, is a four-year-old startup developing next-generation technology that it says can be deployed in more locations than traditional geothermal, which requires naturally occurring underground reservoirs of hot water and accounts for 0.4% of U.S. power generation. The company is backed by oil and gas firms Chesapeake Energy and Nabors Industries and venture capital firms Virya and Helium-3 Ventures. The project for Meta would be Sage's largest to date by far. The company said it first validated the technology in the field just two years ago. A Meta spokesperson told Reuters the company expected the Sage Geosystems energy to feed the power grid, rather than directly supplying any specific data center.

Technology

Meta Reportedly Plans Ultralight Headset With Tethered Puck For 2027 (uploadvr.com) 35

According to The Information (paywalled), Meta plans to ship an extremely light mixed reality headset in 2027, codenamed Puffin. It follows a report that the company canceled a high-end headset planned for the same year, which previous reports speculated as being a Quest Pro 2. UploadVR reports: Puffin reportedly resembles "a bulky pair of glasses" and weighs less than 110 grams, yet is an opaque VR-style headset with pancake lenses and passthrough cameras. Its remarkably light weight is apparently being achieved by offloading both the battery and computing hardware to an external tethered puck, which Meta "hopes" will be small enough to fit in the user's pocket.

If the report is accurate, Puffin will be significantly lighter than any other shipping fully functional VR headset to date. For comparison, Meta Quest 3 weighs around 400 grams without its straps and facial interface and around 515 grams with them. Of this weight, the battery is around 70 grams. The report describes Puffin as not including controllers, instead using the gaze-and-pinch input scheme introduced by Apple Vision Pro.

Youtube

Can a YouTube Video Really Fix Your Wet Phone? (theverge.com) 45

An anonymous reader shares a report: Every day for the last four years, dozens of people have shown up in the comments of one particular YouTube, declaring their love and appreciation for the content. The content: two minutes and six seconds of deep, low buzzing, the kind that makes your phone vibrate on the table, underscoring a vaguely trippy animation of swirled stained glass. It's not a good video. But it's not meant to be. The video is called "Sound To Remove Water From Phone Speaker ( GUARANTEED )." [...] If you believe the comments, about half the video's 45 million views come from people who bring their phone into the shower or bathtub and trust that they can play this video and everything will be fine.

The theory goes like this: all a speaker is really doing is pushing air around, and if you can get it to push enough air, with enough force, you might be able to push droplets of liquid out from where they came. "The lowest tone that that speaker can reproduce, at the loudest level that it can play," says Eric Freeman, a senior director of research at Bose. "That will create the most air motion, which will push on the water that's trapped inside the phone." Generally, the bigger the speaker, the louder and lower it can go. Phone speakers tend to be tiny. "So those YouTube videos," Freeman says, "it's not, like, really deep bass. But it's in the low range of where a phone is able to make sound."

The best real-world example of how this can work is probably the Apple Watch, which has a dedicated feature for ejecting water after you've gotten it wet. When I first reached out to iFixit to ask about my water-expulsion mystery, Carsten Frauenheim, a repairability engineer at the company, said the Watch works on the same theory as the videos. "It's just a specific oscillating tone that pushes the water out of the speaker grilles," he said. "Not sure how effective the third-party versions are for phones since they're probably not ideally tuned? We could test."

Hardware

EmuDeck Enters the Mini PC Market With Linux-Powered 'EmuDeck Machines' (overkill.wtf) 11

An anonymous reader quotes a report from overkill.wtf: The team behind popular emulation tool EmuDeck is today announcing something rather special: they've spent the first half of 2024 working on their very first hardware product, called the EmuDeck Machine, and it's due to arrive before the year is out. This EmuDeck Machine is an upcoming, crowdfunded, retro emulation mini PC running Bazzite, a Linux-based system similar to SteamOS. [...] This new EmuDeck Machine comes in two variants, the EM1 running an Intel N97 APU, and the EM2 -- based on an AMD Ryzen 8600G. While both machines are meant as emulation-first devices, the AMD-based variant can easily function as a console-like PC. This is also thanks to some custom work done by the team: "We've optimized the system for maximum power. The default configuration of an 8600G gets you 32 FPS in Cyberpunk; we've managed to reach 47 FPS with a completely stable system, or 60FPS if you use FSR."

Both machines will ship with a Gamesir Nova Lite controller and EmuDeck preinstalled naturally. The team has also preinstalled all available Decky plugins. But that's not all: if the campaign is successful, the EmuDeck team will also work on a docking station for the EM2 that will upgrade the graphics to an AMD Radeon 7600 desktop GPU. With this, in games like Cyberpunk 2077, you'll be able to reach 160 FPS in 1080p as per EmuDeck's measurements.
You can preorder the EmuDeck Machines via Indigogo, starting at $322 and shipping in December.
AI

Midjourney Says It's 'Getting Into Hardware' 4

Midjourney, the AI image-generating platform, announced on Wednesday that it's "officially getting into hardware." TechCrunch reports: As for what hardware Midjourney, which has a team of fewer than 100 people, might pursue, there might be a clue in its hiring of Ahmad Abbas in February. Abbas, an ex-Neuralink staffer, helped engineer the Apple Vision Pro, Apple's mixed reality headset. Midjourney CEO David Holz is also no stranger to hardware. He co-founded Leap Motion, which built motion-tracking peripherals. (Abbas worked together with Holz at Leap, in fact.)

Despite the lawsuits over its AI training approach working their way through the courts, Midjourney has said it's continuing to develop AI models for video and 3D generation. The hardware could perhaps be related to those efforts, as well.
Power

Publicly Available EV Charger Network Doubles Under Biden-Harris Administration (electrek.co) 247

An anonymous reader quotes a report from Electrek: Over 192,000 publicly available charging ports are now online, and approximately 1,000 new chargers are being added each week. To build on this momentum, the federal government has awarded $521 million in grants to further expand the national network, with new chargers being deployed across 29 states, two Federally Recognized Tribes, and the District of Columbia.

The $521 million investment is divided into two key areas: 41 community projects ($321 million) and 10 corridor fast-charging projects ($200 million). The grant awards also support President Biden's Justice40 Initiative, which aims for 40% of the overall benefits of federal investments to flow to disadvantaged communities, with over half of the funding going to sites in disadvantaged communities.
US Transportation Secretary Pete Buttigieg emphasized the importance of this initiative, stating, "The Biden-Harris Administration has been clear about America leading the EV revolution, and thanks to the historic [Bipartisan Infrastructure Law] package, we're building a nationwide EV charger network to make sure all drivers have an accessible, reliable, and convenient way to charge their vehicles."
United States

US Grid Adds Batteries At 10x the Rate of Natural Gas In First Half of 2024 (arstechnica.com) 231

Longtime Slashdot reader AmiMoJo shares a report from Ars Technica, written by John Timmer: While solar power is growing at an extremely rapid clip, in absolute terms, the use of natural gas for electricity production has continued to outpace renewables. But that looks set to change in 2024, as the US Energy Information Agency (EIA) has run the numbers on the first half of the year and found that wind, solar, and batteries were each installed at a pace that dwarfs new natural gas generators. And the gap is expected to get dramatically larger before the year is over.

According to the EIA's numbers, about 20 GW of new capacity was added in the first half of this year, and solar accounts for 60 percent of it. Over a third of the solar additions occurred in just two states, Texas and Florida. There were two projects that went live that were rated at over 600 MW of capacity, one in Texas, the other in Nevada. Next up is batteries: The US saw 4.2 additional gigawatts of battery capacity during this period, meaning over 20 percent of the total new capacity. (Batteries are treated as the equivalent of a generating source by the EIA since they can dispatch electricity to the grid on demand, even if they can't do so continuously.) Texas and California alone accounted for over 60 percent of these additions; throw in Arizona and Nevada, and you're at 93 percent of the installed capacity.

The clear pattern here is that batteries are going where the solar is, allowing the power generated during the peak of the day to be used to meet demand after the sun sets. This will help existing solar plants avoid curtailing power production during the lower-demand periods in the spring and fall. In turn, this will improve the economic case for installing additional solar in states where its production can already regularly exceed demand. Wind power, by contrast, is running at a more sedate pace, with only 2.5 GW of new capacity during the first six months of 2024. And for likely the last time this decade, additional nuclear power was placed on the grid, at the fourth 1.1 GW reactor (and second recent build) at the Vogtle site in Georgia. The only other additions came from natural gas-powered facilities, but these totaled just 400 MW, or just 2 percent of the total of new capacity.

The EIA expects a bit over 60 GW of new capacity to be installed by the end of the year, with 37 GW of that coming in the form of solar power. Battery growth continues at a torrid pace, with 15 GW expected, or roughly a quarter of the total capacity additions for the year. Wind will account for 7.1 GW of new capacity, and natural gas 2.6 GW. Throw in the contribution from nuclear, and 96 percent of the capacity additions of 2024 are expected to operate without any carbon emissions. Even if you choose to ignore the battery additions, the fraction of carbon-emitting capacity added remains extremely small, at only 6 percent."

Data Storage

FBI Is Sloppy On Secure Data Storage and Destruction, Warns Watchdog (theregister.com) 11

The Register's Iain Thomson reports: The FBI has made serious slip-ups in how it processes and destroys electronic storage media seized as part of investigations, according to an audit by the Department of Justice Office of the Inspector General. Drives containing national security data, Foreign Intelligence Surveillance Act information and documents classified as Secret were routinely unlabeled, opening the potential for it to be either lost or stolen, the report [PDF] addressed to FBI Director Christopher Wray states. Ironically, this lack of identification might be considered a benefit, given the lax security at the FBI's facility used to destroy such media after they have been finished with.

The OIG report notes that it found boxes of hard drives and removable storage sitting open and unattended for "days or even weeks" because they were only sealed once the boxes were full. This potentially allows any of the 395 staff and contractors with access to the facility to have a rummage around. To deal with this, the FBI is installing wire cages to lock away storage media. In December, the bureau said it would install a video surveillance system at the evidence destruction storage facility to tighten security. As of June this year, it was still processing the paperwork to do so. The OIG also found that FBI agents aren't tracking hard drives and removable storage sent into the central office and the destruction facility. Typically, seized computers are tagged for tracking, but as a cost-saving measure, agents are advised to send in media storage devices containing national security information without the chassis. While there is a requirement to tag removable storage, there isn't the same requirement for internal hard drives. [...]

The FBI has assured the regulator that it has the problem in hand and has drafted a Physical Control and Destruction of Classified and Sensitive Electronic Devices and Material Policy Directive, which will require data to be marked up and destroyed safely. The agency says this policy is in the final editing stage and will be issued as soon as possible.

China

Canada To Impose 100% Tariff On Chinese-Made EVs (www.cbc.ca) 149

An anonymous reader quotes a report from CBC.ca: Prime Minister Justin Trudeau announced Monday Canada will impose punitive tariffs on Chinese-made electric vehicles -- copying a similar initiative that the U.S. is already pursuing to stop a flood of what's been described as unfairly state-subsidized cars. Trudeau made the announcement at the federal cabinet retreat in Halifax where ministers are meeting to craft a strategy for the year ahead -- the last year before an expected federal election in October 2025. Amid industry pressure to copy the U.S. program, Trudeau said a 100 percent surtax will be levied on all Chinese-made EVs, effective Oct. 1. The tariff would effectively double the price of imported vehicles, as it is expected most of the tax would be passed on to consumers.

Ottawa is following through now, Trudeau said, to "level the playing field for Canadian workers" and allow Canada's nascent EV industry to compete at home, in North America and globally. The tariff will apply to electric and certain hybrid passenger automobiles, trucks, buses and delivery vans. Chinese brands like BYD are not a major player in Canada's EV market right now but imports from China have exploded in recent years as Tesla switched from U.S. factories for its Canadian sales to its manufacturing plant in Shanghai. The new tariff will apply to those Shanghai-made Teslas that are sold in Canada -- a development that is expected to force the U.S. automaker to supply the Canadian market with vehicles made at one if its other plants in the U.S. or Europe instead.
"Unfortunately, Canada made a decision today that will result in fewer affordable electric vehicles for Canadians, less competition and more climate pollution," said Joanna Kyriazis, director of public affairs at Clean Energy Canada. "Not only could today's announcement have a chilling effect on future EV sales, it could drive up EV prices and slow adoption in the near-term as well," Kyriazis said.

Flavio Volpe, the president of the Automotive Parts Manufacturers' Association who lobbied Ottawa to follow through with matching the U.S. tariffs, responded: "Sure, what the Chinese are doing is selling us green products that help fulfill some of our EV mandates, but they do it in a regulatory environment where they forgo any stewardship of the environment," he said.

Deputy Prime Minister Chrystia Freeland added that the Chinese industry is "built on abysmal labour standards and it is built on abysmal environmental standards."
AI

Apple's iPhone 16 Launch Event Is Set For September 21

Apple is expected to launch the iPhone 16 lineup on September 9th, 2024, at 1PM ET / 10AM PT. The tech giant sent out invitations to the event today with the tagline: "It's Glowtime" -- a reference to the redesigned Siri with Apple Intelligence. The Verge reports: The big change to the iPhone 16 and 16 Plus is expected to be a switch to a vertically aligned camera system on the back. (If the final phones look like what we've seen on iPhone 16 dummy units, I'm already a big fan of this change.) The iPhone 16 Pro and 16 Pro Max phones might get bigger screens but are rumored to keep Apple's familiar three-camera layout. Those phones could also come in a new bronze color.

All four iPhone 16 models are expected to have the Action Button, which was exclusive to the Pro line with the iPhone 15. Apple's new iPhones may also have a new button dedicated to capturing photos and videos, but it's unclear if that will be a Pro-exclusive feature or will be available on the regular iPhone 16 models as well. AI and the company's Apple Intelligence features will likely be a big part of Apple's event, too.
AI

AI To Go Nuclear? Data Center Deals Say It's Inevitable (cio.com) 90

To build the massive datacenters generative AI requires, major companies like Amazon and Microsoft "are going nuclear," reports CIO magazine. AWS: Earlier this year, AWS paid $650 million to purchase Talen Energy's Cumulus Data Assets, a 960-megawatt nuclear-powered data center on site at Talen's Susquehanna, Pennsylvania, nuclear plant, with additional data centers planned — pending approval by the Nuclear Regulatory Agency... In addition to its purchase of the Cumulus data center, AWS will have access to nuclear energy as part of a 10-year Power Purchase Agreement (PPA) from the Susquehanna site.
Microsoft: Last year, Constellation signed a deal giving Microsoft the rights to receive up to 35% of its power from nuclear sources in addition to its existing solar and wind purchases from Constellation for Microsoft's Boydton, Va., data center. Microsoft has also signed a nuclear carbon credits deal with Ontario Power Generation for its operations in Canada.
The broader industry: Many of the deals under discussion are with existing nuclear power providers for hyperscalars [large-scale datacenters] to access energy or to employ small module nuclear reactors (SMRs) with smaller carbon footprints that will be annexed to existing nuclear power plants. Nucor, Oklo, Rolls-Royce SMR, Westinghouse Electric, Moltex Energy, Terrestrial Energy, General Electric, Hitachi Nuclear Energy, and X-energy are among the roster of companies with SMRs under development to meet the growing needs of AI data centers...

One energy analyst does not expect nuclear SMRs to be operational until 2030, yet he and many others acknowledge the need for sustainable, carbon-free alternatives to electricity, wind, and solar is very pressing. "Today's electric grids are struggling to keep up with demand, even as datacenter companies are planning huge new additions to their fleets to power generative AI applications. As a result, companies like Google, Amazon, and Microsoft are increasingly taking matters into their own hands and getting creative. They are now looking at on-site nuclear-based SMRs, and even fusion reactors," says Peter Kelly-Detwiler, principal of Northbridge Energy Partners. "This global arms race for power arose pretty quickly, and it's like nothing we have ever seen before."

Thanks to Slashdot reader snydeq for sharing the news.
Transportation

Ford Cancels Electric SUV, Delays EV Pickup (cnbc.com) 277

Volkswagen said this week it would wait to see where EV demand goes before building out the last three of its six planned battery factories. And now Ford has also cancelled its planned electric SUV and delayed production of an all-new electric pickup, according to CNBC, moves Ford now believes could cost up to $1.9 billion.

But Ford isn't giving up. Ford's COO told CNBC Thursday that "We're quite convinced that the highest adoption rates for electric vehicles will be in the affordable segment on the lower size-end of the range." Instead of the three-row SUV or large pickup, the company's first new EV is expected to be a commercial van in 2026, followed the next year by a midsized pickup and then the T3 full-size pickup... And the midsize pickup is scheduled to be the first vehicle from a specialized "skunkworks" team in California. The company had tasked the team two years ago with developing a new small EV platform... "In ICE, a business we've been in for 120 years, the bigger the vehicle, the higher the margin. But it's exactly the opposite for EVs...."

Ford's current EVs — the Mustang Mach-E crossover, F-150 Lightning and a commercial van in the U.S. — are not profitable overall. The Model e operations have lost nearly $2.5 billion during the first half of this year and lost $4.7 billion in 2023. The losses, as well as changing market conditions and business plans, caused Ford earlier this year to withdraw an ambitious 8% profit margin for its EV unit by 2026.

Investors and Wall Street analysts have largely supported the EV changes, most recently sending the company's shares up about 2.3% since the announcement earlier this week, despite the expected costs. "Overall, these changes will position Ford to benefit from growing demand for EVs, while also focusing on areas in which it has a Core competitive advantage," BofA's John Murphy wrote Wednesday in an investor note... The updates are the latest for Ford's electrification plans, which now include a heavy focus on hybrid and plug-in hybrid electric vehicles, or PHEVs, to assist in meeting tightening fuel economy regulations in addition to all-electric vehicles. Ford CFO John Lawler said Wednesday that the company's future capital expenditure plans will shift from spending about 40% on all-electric vehicles to spending 30%... "What we saw in '21 and '22 was a temporary market spike where the demand for EVs really took off," Gjaja told CNBC during an interview earlier this year. "It's still growing but not nearly at the rate we thought it might have in '21, '22."

The article also points out that while Ford is discontinuing its giant electric SUV, Ford's rival GM is doing exactly the opposite: America's largest automaker has pulled back spending and delayed many of its EVs, but it has several large all-electric vehicles on sale coming soon... As recently as last month, GM reconfirmed expectations for its EVs to be profitable on a production, or contribution-margin basis, once it reaches output of 200,000 units by the fourth quarter. A GM spokesman Thursday said the automaker continues "to work to reach variable profit positive during the fourth quarter."
The article also notes "an industrywide fear that Chinese automakers could be able to flood markets with cheaper, more profitable EVs," with Chinese automakers like BYD "quickly growing exports of vehicles to Europe and other countries..."
Transportation

As EV Sales Slump, Volkswagen Scales Back Battery Factories Buildout (arstechnica.com) 141

An anonymous reader quotes a report from Ars Technica: Volkswagen will wait to see what electric car demand is like before building out all six of its previously planned battery factories. Thomas Schmall, VW's board member in charge of technology, told a German newspaper that "building battery cell factories is not an end to itself" and that a goal of 200 GWh of lithium-ion cells by 2030 was not set in stone. [...] For VW, the previous goal of 200 GWh by 2030 from six factories (through a new subsidiary called PowerCo) could now be just 170 GWh capacity from three already-announced plants in Valencia, Spain; Ontario, Canada; and Salzgitter, Germany. If necessary, Schmall said that the Spanish and Canadian battery factories could be expanded to meet additional demand. This battery news follows another sign of slowing confidence in EVs at VW. Last week, it emerged that the company has pushed back plans for the ID.4's successor, which now may not see showrooms until 2032.
Hardware

iFixit: The Samsung Galaxy Ring Is $400 of 'Disposable Tech' (zdnet.com) 40

After a couple of years of regular use, Samsung's $400 Galaxy Ring will end up contributing to the growing e-waste problem. "The Galaxy Ring -- and all smart rings like it -- comes with a huge string attached," writes iFixit in a blog post. "It's 100% disposable, just like the AirPod-style Buds3 that Samsung just released. The culprit? The lithium ion batteries." ZDNet reports: The problem is the battery, and how they have a finite lifespan. Usually that's about 400 recharge cycles, and after that the batteries are finished. And if you can't replace it, then it's the end of the line for the gadget, and it's tossed onto the e-waste pile. [...]

iFixit is damning about this sort of tech. "There's nothing wrong with simple but there is something wrong with unrepairable. Just like the Galaxy Buds3, the Galaxy Ring is a disposable tech accessory that isn't designed to last more than two years." And the bottom line is simple: "We can't recommend buying disposable tech like this."
Here's what iFixit's Shahram Mokhtari had to say about the Galaxy Ring's battery, after putting it through a CT scanner: On the right hand side of the ring is the faint outline of a lithium polymer battery pouch. There's an inductive coil sitting right on top of the battery (the lines that look like a rectangular track) and another very similar inductive coil that's parallel and slightly separated from the first. That second inductive coil is inside the charging case and works together with the inductive coil in the ring to recharge the battery inside the Galaxy Ring. Inductive charging is the only practical way to deliver power to a device that doesn't have any ports. But there's something else here that sticks out like a sore thumb ... that is a press connector joining the battery to the rest of the board! This is a surprising use of space, why isn't this directly soldered? Nobody is getting back in there to disconnect this thing!

We love press connectors, they're easy to work with and make replacing batteries a sight easier than desoldering a half dozen wires. But this one is sealed into the device and serves no purpose in replacement or repair. Our best guess as to why it's in the Galaxy Ring: The battery and wireless charging coil were made in one place, the circuit board somewhere else, and it all comes to a production line somewhere where the two need to be connected together quickly and cheaply. Hence the press connector. It's not for your benefit, it's for the manufacturers.

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