Bad for Apple but good for almost everybody else. The colossal price being paid by Qualcomm in combination with the legal tussle between Apple and its former employees that founded...
The smartphone market is the elephant in the room. India has continued to express its unhappiness with China in a dispute which could end up hurting Chinese companies a lot...
Honor is unlikely to escape. The last 18months have seen a game of cat and mouse between the US Department of Commerce and Huawei but this is quickly coming to...
Re-inventing the silicon wheel makes no sense. Huawei appears to be planning on building its own semiconductor fab that is independent of US technology in a move that looks certain...
Finally, the cupboard is bare. Huawei reported a difficult Q3 2020 results as management has finally run out of countermeasures and must now face the hit that the US sanctions...
Apple looks to be going after both audio hardware and radio. Apple has cleared its decks of rival audio products in a sure move that a wider range of speakers,...
Samsung inches towards a cure. Not only are Google and Samsung in discussions for Google to have a bigger role on Samsung handsets (see here) but there have been a...
India is a blow upon a bruise. India’s move to stop Indian operators from using Chinese telecom equipment vendors looks bad for Huawei but it is quite possible that the...
Arm looks to be off the table. The reorganisation of Arm that was announced last month (see here) has been cancelled in what I think is a sure sign that...
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.
China vs. USA: Xiaomi – Stumbling block.
Xiaomi blacklist stretches logic. Xiaomi’s blacklisting looks more like an outgoing administration leaving stumbling blocks for the next inhabitant rather than a rational move to contain the rise of China....