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...
China likely to be first with a fully digitised vehicle. Alibaba’s partnership with foreign car makers to offer its voice assistant in the vehicles transforms the Chinese market into a...
Samsung plays the waiting game. Samsung is still clearly struggling with the Galaxy Fold but I suspect that behind the scenes, it is waiting to see how the situation for...
Google’s defence of Huawei is about Samsung. Google has come to Huawei’s defence using the old fragmentation argument, but I think that its real aim is to prevent Samsung from...
A hit potentially worse than Google. The loss of arm will take a long time to impact Huawei but if it ever takes effect, it is likely to have the...
Any alternative to Google is an exercise in futility. Whatever alternative Huawei comes up with for Google’s digital ecosystem is extremely unlikely to be able to prevent an almost complete...
The USA does Samsung a massive favour. The importance of the digital ecosystem is laid bare as the loss of the Google ecosystem is very likely to cost Huawei all...
Bike sharing has descended into a game of chicken. Hellobike is raising $500m into a suicidally difficult market where its main competitors are either flirting with bankruptcy or have been...
Pony.ai & Baidu can do what Waymo apparently cannot. While Beijing is keeping the important autonomous driving data close to its chest, what is available suggests that Pony.ai is the...
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.
Samsung & Huawei – Nasty origami pt. IV.
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...