The most expensive consultant in history. OpenAI will acquire Jony Ive’s hardware start-up at an eye-watering valuation, but it has filed to acquire the man himself full-time, making him the...
New modem needs to succeed to re-open hostilities. Apple has finally launched a phone that uses its own in-house 5G modem, but the real test of success will be whether...
Low-balled numbers still give good growth. Qualcomm used its 2024 investor day to focus on the areas outside of smartphones where the diversification strategy that was laid out in 2021...
Apple looks like it has run out of ideas. It looks like growth is becoming a real problem at Apple as it is considering entering segments where its competitors have...
Most upside for MediaTek Samsung is having trouble with more than just high bandwidth memory (HBM) as it appears that it is considering not using its Exynos processor in some...
I think the price is so high due to the silicon. Huawei is goading Apple by releasing a completely new product just after Apple released more of the same but...
Fat middle age versus fighting for survival. Apple FQ2 24: Bounces off the bottom. Apple reported reasonable results and predicted a better FQ3 as the stabilisation in the smartphone market...
New chip. New phone. Same story Huawei’s new Pura 70 Ultra smartphone sports some interesting satellite functions and uses a new applications processor but even a modicum of scrutiny reveals...
There is a case to answer but it will be hard to prove. There is little doubt in my mind that over the years Apple has engaged in some questionable...
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.
Samsung & Google – Engineering Disease pt. V
Samsung is still not quite cured. Samsung’s deal with Perplexity will see Samsung’s in-house products become better, but I am not sure how much anyone will notice given that users...