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ECB Accelerates Risk Transfer Approvals to Boost Bank Efficiency

Streamlined SRT process aims to optimize capital management while ensuring resilience The European Central Bank (ECB) is set to  accelerate the approval process for Significant Risk Transfers (SRTs) , a move designed to improve capital efficiency for banks while maintaining financial stability. The ECB’s pilot program, scheduled to begin in early  2025 , will simplify procedures and reduce approval timelines, aligning with the growing demand for efficient capital allocation across European lenders. What’s Changing? The ECB, in collaboration with the  European Banking Federation , is introducing a pilot program to shorten the SRT approval process. The  notification period  for SRT transactions will be reduced from  three months to two weeks  before deal finalization. The  information submission  requirements will be streamlined to ease regulatory burdens for banks. These changes are expected to make  SRT transactions more attractive , all...
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Apple to Roll Out In-House Modem Chips, Targets Full Deployment by 2027

Key Highlights:

  1. Three-Year Modem Rollout Plan:

    • First Modem Launch: Apple's in-house modem system will debut in Spring 2025 with the iPhone SE, its entry-level smartphone.
    • Mid-Tier and iPads: Scheduled to appear in mid-tier iPhones (2025) and lower-end iPads.

  2. Ambitious Goal:

    • Apple aims to overtake Qualcomm's modem technology by 2027.

  3. Development Journey:

    • Apple invested billions of dollars to set up global testing labs and acquired Intel’s modem group for $1 billion.
    • Challenges: Early prototypes faced issues like being too large, overheating, and lacking power efficiency.

  4. Current Limitations of Apple Modem (Sinope):

    • Lacks mmWave 5G technology seen in Qualcomm’s modems, limiting speeds in high-end models.
    • Initial deployment focused on lower-tier devices to mitigate risks of dropped calls or connectivity issues.

  5. Implications for Qualcomm:

    • Apple accounts for 20% of Qualcomm’s revenue. Shares of Qualcomm dropped 2%, while component supplier Qorvo saw a 6% decline.

  6. Future Plans:

    • Apple is conducting extensive global testing and carrier quality assurance to refine its technology for broader adoption in premium devices.

Takeaway: Apple’s multi-year modem rollout signals a strategic shift toward hardware independence. While early versions may trail Qualcomm's technology, the company’s long-term vision could significantly disrupt the mobile connectivity landscape.

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