RFM teams up with Alastair Newton of Alavan Independent to provide subscribers with an in-depth political and technical assessment of the current trade/technology war between China and the USA. This...
Huawei extends an olive or thorn branch? No one is sure what to make of Huawei’s offer to license its 5G technology to a Western (read American) player and I...
Huawei’s ex-China smartphone share is heading to 0%. Q4 19 will be a crucial test for Huawei as its new flagship (Mate 30) will not be a Google ecosystem device...
Mate 30 Pro won’t sell without Google. Commentators are getting excited about the leaked specifications of Huawei’s next big launch (Mate 30 Pro) but the only thing that matters is...
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...
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...
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.
Research Publication – Reality Bytes – Clash of the Titans
RFM teams up with Alastair Newton of Alavan Independent to provide subscribers with an in-depth political and technical assessment of the current trade/technology war between China and the USA. This...