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RFM 2015E – Top 5

          The PC market is likely to offer the biggest surprise in 2015E Wearables The technology industry is likely to continue scratching its head over what...

Huawei – Pipe dreams

          Huawei offers very little threat to Xiaomi. Despite slipping to number 5 in the Chinese smartphone market, Huawei has ambitions to return to its former...

Samsung vs. Apple – No pay day.

          A great payments service is not enough to stem the tide. While Apple continues to expand the reach of Apple Pay, Samsung is looking to...

Xiaomi – Reality Check Pt II

          Xiaomi disclosures push valuation even lower. A disclosure to the Shenzhen stock exchange has revealed the reality of Xiaomi’s financial performance in 2013A.   Xiaomi...

Sony vs. Microsoft – Danger zone.

          Sony’s advantage already looks to be at risk. Microsoft’s efforts to make up for the disastrous launch of the Xbox One are finally bearing fruit...

Xiaomi vs. Ericsson – Bloody bandwagon.

          Patent royalties will pressure margins further. Xiaomi has hit a road block in India as some of its products have been hit with a preliminary...

Ecosystem economics – Cash triumvirate

          A third way to monetise may be about to emerge. Microsoft’s pricing scheme for Windows 10 has yet to be released but it looks like...

LGE – Harsh reality

          Only volume can improve profitability. LG’s latest moves show all the signs of a company that has come to terms with its commoditisation. In many...

Alibaba – Early days

          Alibaba is on the right path with Yun OS. Alibaba is a giant in the e-commerce space but it has very little in the areas...

iOS vs. Android – Too many cooks.

          Google must take control to improve the experience. Despite being available for just over one month, adoption by the Android installed base of Android L...