The USA makes up for recent ground lost. The US Department of Justice has stepped up its campaign against Huawei in a move that I think aims to dissuade other...
Me too products sink the ship. Andy Rubin’s Essential Products Inc has gone from a $1.2bn start-up to ignominious closure simply because it catastrophically failed to live up to its...
Samsung gives 5G a major boost. Samsung has launched its annual flagships for 2020 and the fact that all of them will support 5G at close to the same price...
Robotaxis are autonomous driving v0.5. Since the revelation that autonomous driving was not going to live up to the hype, the focus has moved to robotaxis but these too, face...
Falling investments give OEMs more space. Since the deflation of the autonomous hype balloon, investments in automotive technology have fallen which will slow the pace of innovation giving the badly...
Rides doesn’t really make any money. Uber reported reasonable results compared to expectations but losses have remained heavy which I think will continue to weigh on sentiment despite the promise...
Qualcomm FQ1 20 – 5G story. Qualcomm reported good results as the roll-out of 5G is gathering pace but the uncertainty in China is likely to impact Qualcomm more than...
Disney is out of the blocks in first position. Disney has handsomely beaten expectations for its Disney+ service but at the same, the costs of fighting this war immediately become...
Google is not going to become Apple. Google reported good Q4 19 results, but its greater disclosure unwittingly revealed that hardware has again let the side down and I...
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 5G – Antenna issues
mmWave antenna design is still a big issue. As I have long suspected, one of the most challenging issues for 5G is the design of the mmWave antenna which has...