Apple – Nothing burger
A gesture, some silicon and a bit of camera. When the most exciting new feature is a gesture for the Apple Watch, it is clear...
Apple & Qualcomm – Gritted teeth
Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G...
Research Publication – Reality Bytes – Clash of the Titans Vol. V.III
September 11th 2023: Alavan Independent and Radio Free Mobile update their geopolitical view of the current technological and ideological battle being fought between the USA...
China vs. USA – Sucker punch
Apple is at higher risk than Qualcomm. Both Apple and Qualcomm have taken a hit over their exposure to China, but the reality is that...
China vs. USA – 7nm debate
Making a few chips is not enough. The fuss over Huawei’s new chip has gone all the way to the top but the real issue...
SoftBank & Arm – All the stops pt. III
SoftBank is making things difficult. The final details of Arm’s IPO have now been made clear with SoftBank cutting back on the price in a...
Huawei – 5G debate
Still no hard evidence of 5G. Huawei is now more of a political pawn than ever as its claimed accomplishments are more about demonstrating that...
Broadcom, Intel & Dell – Enterprise in charge
Smartphones continue to languish. Results from players in both the enterprise and consumer space indicate that while the consumer sector remains difficult, enterprise demand appears...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Arm – Table debate