Z fold 2 looks like Z Flip. Samsung released a good slate of new products but potential shortcomings with the new Fold and pricing marred what was generally a good...
Qualcomm FQ3 2020 – Huawei joins the fold. Qualcomm reported good FQ3 2020 results as its original outlook has proved to be too pessimistic and 5G in China has picked...
Semiconductors pull a blinder. Samsung has indicated that it has had a good Q2 2020 almost certainly because the stay at home trend has continued to productivity electronics and data...
Apple brings the ecosystem closer together. Apple released one of its more interesting updates to iOS, included some concessions to developers and confirmed the widely leaked news that it is...
App store revenue shares are under pressure again. The original intention of the Apple App Store was to drive loyalty to the iOS ecosystem which begs the question whether all...
The West hardens further signalling a terrible 2020 and 2021. The combination of a U-turn by the UK, failure to get the extradition case against its CFO thrown-out, the loss...
NXP hints at mobile, industrial and automotive outlook. NXP reported reasonable results but guided as weakly as expected showing both the well-documented weakness in automotive but also another hint of...
The biggest risk is a credit crunch. For the next few months, cash is going to be the single most important factor as only cash will allow affected businesses to...
Software is not a refuge. Faced with the complete collapse of its smartphone business outside of China, Huawei is trying to develop its own ecosystem but without any users, this...
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.
Huawei – Nowhere to run pt. XX
The US Department of Commerce gets serious. The US Department of Commerce has announced a tightening of sanctions on Huawei which at face value effectively mean that no one can...