Google’s defence of Huawei is about Samsung. Google has come to Huawei’s defence using the old fragmentation argument, but I think that its real aim is to prevent Samsung from...
A hit potentially worse than Google. The loss of arm will take a long time to impact Huawei but if it ever takes effect, it is likely to have the...
Any alternative to Google is an exercise in futility. Whatever alternative Huawei comes up with for Google’s digital ecosystem is extremely unlikely to be able to prevent an almost complete...
The USA does Samsung a massive favour. The importance of the digital ecosystem is laid bare as the loss of the Google ecosystem is very likely to cost Huawei all...
Samsung cannot fix the Fold’s biggest flaw. The one saving grace from the whole Galaxy Fold mess is that the biggest problem with this device category is going to hurt...
Pixel 3a may be a herald of woe. Google’s Pixel 3a is the first real test as to whether or not the smartphone has entered the realm of good enough...
Google Q1 19 – Risky investments. Google reported disappointing Q1 19 results as both its size and the fact that it is 50% dependent on fixed internet advertising caused it...
Mate X unlikely to launch on time. The timing of Samsung’s inevitable (see here) delay of retail availability of the Galaxy Fold will be short-lived as while the Huawei’s Mate...
Huawei’s issues are likely to be just as bad. It looks like the majority of the screen failures on the Galaxy Fold are user errors but there are still enough...
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 & Huawei – Nasty origami pt. III.
Samsung plays the waiting game. Samsung is still clearly struggling with the Galaxy Fold but I suspect that behind the scenes, it is waiting to see how the situation for...