Ford is starting to understand digital. I may have issues with Ford’s view on vehicle demand (see here) but there are signs that Ford is one of the very few...
Google should issue refunds. Gaming on mobile phones remains a huge opportunity because outside of China, there is no dominant player but the way that Stadia is going it looks...
Robotaxis will not be appearing anytime soon. McAfee has exposed a corner case that triggered dangerous behaviour by a Tesla vehicle in another example of how deep learning is not...
Blue Apron shares are probably going to zero. Another set of awful results has forced the board of Blue Apron to seek “strategic alternatives” which in English means either someone...
Apple does not know how badly it will miss FQ2 20. The first signs of the impact of the COVID-19 outbreak on the world economy have arrived, but critically no-one...
mmWave antenna design is still a big issue. As I have long suspected, one of the most challenging issues for 5G is the design of the mmWave antenna which has...
The USA makes up for recent ground lost. The US Department of Justice has stepped up its campaign against Huawei in a move that I think aims to dissuade other...
Me too products sink the ship. Andy Rubin’s Essential Products Inc has gone from a $1.2bn start-up to ignominious closure simply because it catastrophically failed to live up to its...
Samsung gives 5G a major boost. Samsung has launched its annual flagships for 2020 and the fact that all of them will support 5G at close to the same price...
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.
Foldable devices – Nasty Origami pt. VI.
Screen durability and price still hold back this enticing segment. Despite the cancellation of MWC, Huawei is going ahead with its device launches as planned with the new Mate Xs...