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Devices

Project Ara – The Holy Grail Pt II.

Reply to this post           Different game but the rules stay the same. Google has scaled back the ambitious objectives of Project Ara (see here) to...

Facebook & HTC – Collateral Damage.

Reply to this post           It makes no sense for Facebook to deliberately lock HTC out. Facebook has updated the firmware for the Oculus Rift that...

Apple and Didi – Catch a ride

Reply to this post           Apple’s investment looks more financial than strategic. Apple has agreed to invest $1bn in Didi Chuxing (formerly Didi Kuaidi) in a...

HTC Q1 16A – Family silver.

Reply to this post           HTC is selling the family silver to stay alive. HTC reported dreadful Q1 16A results as EBIT losses ballooned to 32%...

GoPro – Needs a hero pt II.

Reply to this post           I think GoPro will end up being acquired. The difference between Fitbit and GoPro is that Fitbit has understood that the...

Fitbit Q1 16A – Forced hand.

Reply to this post           Fitbit is being forced to spend to stay ahead. Fitbit reported good Q1 16A results but cut guidance in order to...

Android Security – Culture vulture

Reply to this post           Security issues highlight more pressing problems.  Google is trying hard to fix the endemic security issues that continue to plague Android...

Smartphones – The second derivative.

Reply to this post           Gap between ecosystem and hardware to increase this year.  As the slowdown in the smartphone market is more severe than even...

Alphabet – In the soup.

Reply to this post           The EU kicks off a lengthy war with Google over Android. Google has been formally accused by the EU of abusing...

Samsung Q1 16A – Forgotten jewel

Reply to this post           Semiconductors remain the real engine of growth. Samsung reported good results and I think that it is both handsets and semiconductors...