Google & Co. out. Rivals in. VW has confirmed its solo strategy when it comes to vehicle software, but it will need co-operation with other vehicle makers if it wants...
June 17th 2020: Star, global Strategy, Design and Engineering consultancy, has published an analysis of the global vehicle companion application landscape. Star is partnering with Radio Free Mobile, to showcase...
Consolidation wave gathers momentum. Zoox would make a good fit for Amazon which clearly intends to capitalise on autonomous driving being much later than expected meaning that the smaller players...
The notion of a recovery is not as leftfield as I thought. Since the beginning of the pandemic, I have entertained the idea that automobile demand may be a late-stage...
Intel further broadens its position in digital transportation. Determined not to miss out on digital transportation the way it missed out on mobile, Intel is moving again to build a...
NXP hints at mobile, industrial and automotive outlook. NXP reported reasonable results but guided as weakly as expected showing both the well-documented weakness in automotive but also another hint of...
SoftBank is in urgent need of cash. Now is the worst time to try and sell anything and this move by SoftBank shows just how desperately it needs cash to...
Didi is a play on the whim of the state. The Coronavirus may lead the Chinese state to give Didi a bit of breathing space while the economy gets back...
The field tightens a long way away from commercial offerings. Disengagement data from the California DMV (see here) shows that Waymo has lost its lead in autonomous driving to Baidu...
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.
Nvidia & Mercedes-Benz – The long cycle.
The 4-year design cycle problem again. Nvidia has landed a major blue-chip client for its Drive Orin platform in announcing with Mercedes-Benz but by the time it ships in 2024,...