CES 2021 limps along. Most of the action in the technology sector this week is not to be found on the digital venue. EVs. The EV mania that has characterised...
CES 2021 shaping up to be just a placeholder for 2022. If the media day is anything to go by, the CTA will be very keen to ensure that CES...
Honor is unlikely to escape. The last 18months have seen a game of cat and mouse between the US Department of Commerce and Huawei but this is quickly coming to...
Apple crushes the competition. Even accounting for the “Apple fanboy” element of the tech press, the new M1-powered Macs are delivering pretty much everything that Apple promised meaning that Intel,...
Apple potentially does some real damage. With its new Macs, Apple has made some very bold claims for the performance and power efficiency of its new M1 chip but if...
Peloton postpones the inevitable. Peloton reported excellent FQ1 2020 results as new lockdowns have triggered another surge in buying but this company is still mostly driven by hardware, and as...
Finally, a wave to be pleased about. Qualcomm reported excellent results as the combination of Apple and China is driving a rapid roll-out of 5G enabled devices which is a...
Another reprieve in name only. Allowing Huawei to buy non-5G components offers very little reprieve for either the infrastructure business or the handset business and from a security perspective makes...
Apple brings 5G properly to market. Apple has launched four new iPhones and a Homepod Mini in an event that aims to preserve margins, bring 5G to market while realising...
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.
Qualcomm & NUVIA – Flarion II.
Bad for Apple but good for almost everybody else. The colossal price being paid by Qualcomm in combination with the legal tussle between Apple and its former employees that founded...