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...
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...
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.
Robo Retail – Devil in the details.
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...