OYO is another blackeye in waiting. SoftBank’s flagging reputation may be about to take another hit as another of its flagship investments has hit difficulties and is struggling to overcome...
Reality was the real theme at CES 2020 Back to reality The week started with its usual bunch of glitzy press conferences from the big players but their lack of...
VR, AR & XR There is a big reduction in the number of offerings present at the show this year. Many commentators are of the opinion that HTC is not...
Alexa goes endgame, Chinese disguise & HERE. Google vs Alexa – White suit brigade At a high level, it looks like Google has almost given up on the smart home,...
The action at CES is all with the small companies. Big guys are short of ideas. The big press conferences where the all the queues were to be found were...
Byton – Still needs to address the elephant. Byton didn’t have new cars but it had plenty of new partners, a production-ready vehicle and some progress on its digital offering....
CES 2020 gets in tune with reality. CES 2020 is unlikely to go down as a vintage year of excitement meaning that half the story is going to about where...
Project Connected Home over IP needs to avoid the fudge of compromise. Making all connected devices compatible is an excellent idea but this is going to be very difficult to...
China has a lot of ground to make up. Semiconductors and AI are at the heart of China’s desire to become self sufficient in technology, but this is going to...
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 – Trade not tech.
Trade war may end but tech rivalry is just beginning. Despite an easing of tensions on the trade front, it is clear that while the two are happy to trade,...