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Devices

Huawei & Xiaomi – Easy come, easy go.

Reply to this post           Huawei and Xiaomi need a deal with the BATmen.  The rise of Vivo and Oppo in China against incumbents Huawei and...

Apple FQ4 16A – Margin gadfly

Reply to this post           Margin pressure from product mix is not a problem.  Apple reported results that broadly met expectations although slight weakness in profitability...

Wearables – Deadly drift.

Reply to this post           Still, no one knows why they should buy one.  Apple Watch 2 has failed to revive the flagging smartwatch market in...

Qualcomm vs. Intel – Storm in a teacup.

Reply to this post           Qualcomm thrashes Intel but not where it really matters.  It appears that Qualcomm has once again demonstrated superiority over its peers...

LeEco – Priced to go.

Reply to this post           LeEco’s real disruption is price.  LeEco launched its assault upon the US market with a glitzy but confusing press event where...

Google – Brain distribution pt. II.

Reply to this post           Samsung presents Google with a unique opportunity  The combination of more than 10m potential buyers and surprisingly good reviews coming in...

Samsung – Kitchen sink.

Reply to this post           Samsung kitchen sinks the note 7 with a massive $5.4bn hit to profit. The note 7 disaster is going to cost...

Google – Pilgrim’s progress.

Reply to this post           Google advances further towards full control of Android. It appears that mobile operators ranging the Pixel and Pixel XL will not...

Samsung – Uncharted territory.

Reply to this post           Samsung’s loss could be Huawei’s and Google’s gain. As a result of making a complete mess of the Galaxy Note 7...

Samsung Q3 16A – Summer cycle

Reply to this post           Margin to be strong while the cycle lasts. Samsung has given very solid indications for its Q3 16A results demonstrating that...