Lucid likely to be the survivor. The combination of economic pressure on consumers and brutal competition from China makes it very clear that the EV shakeout will continue, and I...
Tit for tat battle spreads to automotive. A switch by Chinese OEMs to Chinese semiconductor suppliers in the Chinese automotive industry is unlikely to have much impact beyond media headlines...
Infotainment is now the only option. Apple has finally admitted what has been obvious for many years and closed down its efforts to build a vehicle, refocusing the resources on...
Qualcomm – Nvidia at the edge There is very little that can touch Nvidia at the moment and Qualcomm has wisely decided that if you can’t beat them, you join...
Small stones can set off an avalanche. The latest upgrade for Apple CarPlay may seem to be small, but I suspect that it is merely the first change in a...
Apple remains toothless. Good results combined with further confirmation that Apple is in no position to restart its patent fight with Qualcomm, result in a company with good short and...
A very American dispute. The issue of AM radio in vehicles sold in the USA has been debated for many years, but electrical vehicles (EVs)bring this issue to a head...
Inventory correction is in full swing. Weak numbers from Texas Instruments echo what Mobileye highlighted a few weeks ago underlining that industrial semiconductors are now enduring the same correction that...
Slowdown actually helps OEMs. The realities of electric vehicles are starting to come home as the early adopters now all have an EV while the rest of us are...
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.
Electric Vehicles – Unready for Reality
EVs have run out of well-heeled early adopters. While the long-term proposition of electrical vehicles remains unchanged, the realities of delivering on that proposition are really starting to tell as...