Apple fails to graduate from Hogwarts. It looks like Apple is giving up on its attempts to design an in-house 5G modem which is a big benefit to Qualcomm not...
Apple won’t be able to pick a fight in 2026. As I have long suspected, Apple is really struggling to make a high-quality 5G radio chip meaning that Qualcomm could...
Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G radio of its own which...
RISC-V is the only beneficiary of civil war. Arm has launched a strange-looking lawsuit against Qualcomm that looks like an attempt to earn higher royalties from one of its biggest...
Patents are no panacea. Huawei may be down, but it is far from out as it is now putting its efforts into replacing the revenues it is losing from US...
Patent counting is not an indication of reality. The notion that the number of patents that one holds is a refection of one’s contribution to a technology is deeply flawed...
Huawei extends an olive or thorn branch? No one is sure what to make of Huawei’s offer to license its 5G technology to a Western (read American) player and I...
Updated version. Original mistakenly identified only one working chipset in commercial handsets. RFM is aware of two. Patent counting is very misleading. A report at the RISE conference in Hong...
Ultimately, the pressure proved too much for Apple. Apple and Qualcomm have settled their long-running dispute (see here) over patent royalties and chipsets in what looks to me to be...
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 – Stocking filler.
Apple will find a way out. Apple has received an unwelcome Christmas present as it faces a ban on importing Apple Watch products in The USA as a result of...