Updated version. Original mistakenly identified only one working chipset in commercial handsets. RFM is aware of two. Patent counting is very misleading. A report at the RISE conference in Hong...
It is still a reprieve in name only. A statement from the US Secretary of Commerce (see here) has been interpreted by the press (see here and here) that Huawei...
Hangs onto the global No. 2 slot. Baidu’s developer conference kicked-off with a demonstration of the company’s supremacy in Chinese AI but stopped short of providing convincing data that would...
Reprieve in name only. The White House’s apparent U-turn on Huawei is unlikely to give Huawei the products it really needs and even if it did, it is quite possible...
Cashier-less stores are too stupid to make money. Cashier-less shops are not all they are cracked up to be as the emerging bloodbath in China and Amazon’s glacial roll-out clearly...
Component loophole won’t help the smartphone business. US Hardware vendors have found a loophole that will allow them to continue selling silicon-based products to Huawei, but this will not work...
Didi wisely lets in the 3rd parties. Didi’s move to open its platform to 3rd parties indicates that in China, the battle is now all about becoming a transport market...
Folding phones are now about bragging rights. The launch dates of the Huawei Mate X and the Galaxy Fold have very little to do with demand or market readiness and...
Huawei enters the death spiral. Huawei has warned that its international shipments are already in free-fall which fits with RFM’s recent observations, but I suspect that there could be...
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.
ByteDance vs. Baidu – AI bake-off.
A test of ByteDance’s AI. By moving into search, ByteDance is throwing down the gauntlet to Baidu where the contest will be decided by the quality of the algorithms that...