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...
Reply to this post Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3 15A results as the semiconductor...
Reply to this post Attention can now turn to doing what it is best at. Samsung finally reported some growth as the weak KRW and...
Reply to this post Microsoft pays homage to legacy rather than reinventing a category. The Surface Book is a triumph of engineering but I still...
Reply to this post While hardware exists, there is downside. Even assuming a successful acquisition of Good Technology, it is very difficult to see any...
Reply to this post Integration and execution key to success. BlackBerry has agreed to buy its rival Good Technologies for $425m in cash, underlining my...
Reply to this post 4K is a pointless gimmick but could help to sell some phones. Sony has updated its Xperia line of devices headlining...
Reply to this post As usual the only beneficiary from changes to Android is Google. Google has launched a new app. on iOS that will...
Reply to this post MIUI 7 launch demonstrates limitations outside of China. Xiaomi has launched the next version of its user experience MIUI but the...
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.
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...