EV, not Auto – Soggy reality. Making electric cars is not nearly as exciting as vehicles that drive themselves, but the fact that they are here now as opposed to...
China Technology – The last shoe The worsening Covid situation in China continues to hurt sentiment towards Chinese technology but this looks to me like the other shoe dropping and...
CES 2023 should be back to its usual mayhem. CES 2023 is shaping up to be a car show once again as this remains the category where there is the...
Tesla’s actions speak louder than Musk’s words. Tesla is admitting that it has failed to solve the machine vision problem by returning radar to its vehicles, in a move that...
Users are not going to subscribe to hardware. RFM has long predicted that automotive digital services are the solution to the problem of lower vehicle sales, but Mercedes and BMW...
Best case valuation is almost zero. The gap between Faraday Future’s spin in its press releases and the reality of its SEC filings has never been larger, but even in...
Renault finally lets Google off the leash. Renault has announced its new long-term strategy and for EVs, it is deepening its partnership with Google & Qualcomm which in my opinion...
The long-term scale tips in Qualcomm’s favour. A good set of results marred by a difficult outlook for FQ1 & FY 2023 also contained a few medium-term positives which were,...
Autonomous driving enters the capitulation stage Autonomous driving continues to have a torrid time as its devotees adjust to the reality that has been obvious for quite some time. Argo...
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.
CES 2023 – Dark horses of Vegas
China. China stands out in that although being mostly absent from the show this year, China is the most likely to surprise this year. This is because almost everyone in...