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Devices

Samsung – Steady succession

Reply to this post           JK Shin can leave with his head held high. Samsung has reshuffled management at its handset business in a move that...

Sony – Rite of passage pt. II.

Reply to this post           Reactive and defensive needs to become proactive and offensive. Sony has made a move in the right direction but the next...

Xiaomi – Reality check pt. III

Reply to this post           Stagnation puts an 87% hole in the valuation. In 2014, Xiaomi was growing very rapidly, had a valuation of $45bn and...

Sony – Rite of passage.

Reply to this post           Sony needs to embrace the hackers not shut them out. How Sony reacts to software developed to allow remote play of...

BlackBerry – High jump.

Reply to this post           BlackBerry’s target of 5m devices looks much too high. The new BlackBerry Priv and its rumoured successors are aimed at such...

Lenovo Q2 16A – Storm rider

Reply to this post           Lenovo is nicely weathering both the PC storm and its restructuring. Lenovo reported Q2 16A results that beat expectations but still...

Android Wear – Wearing thin Pt III

Reply to this post           Smartwatches and wearables remain in Limbo. Tag Heuer, Intel and Google have launched the Tag Heuer Connected smartwatch at an event...

Google – All about control

Reply to this post           Google is trying to stop others from writing Android code. I think that Google’s latest blogs and changes to some of...

Apple – Cycle economics

Reply to this post           The end of the iPhone 6 product cycle is normal and expected. It is starting to appear that the iPhone 6s...

Xiaomi – African safari

Reply to this post           Africa should help volumes but not margins. Moving into Africa might help Xiaomi’s volume shipments but margins are going to remain...