Browsing Category

Market Commentary

  • Home
  • Market Commentary

Digital Ecosystems – Battleground 2022

Cross-device is unlikely to help much. The industry’s move to compete with iOS by improving its cross-device user experience is an old idea that has not really helped to date...

Crypto – NFT reality

The joy of ownership is all one gets. The Associated Press has worked out an easy way of making some extra revenue as it is moving to sell the original...

Tencent – Breaking cover

Tencent goes for the Metaverse? Tencent looks to be about to begin its quest to enter the Metaverse but how an almost unknown device manufacturer (Black Shark) will help Tencent...

CES 2022 wrap – Dark horses of Vegas.

Qualcomm – Dark horse No. 1 Qualcomm is the first, and an atypical, dark horse that RFM has identified this year. This title is usually reserved for small companies that...

CES 2022 Day 3 – Fold and folding

Displays – Fold Samsung Display has led the field this year launching its first Quantum Dot (QD) OLED TVs as well as showing a new take on foldable screens. The...

CES 2022 Day 2 – Peace and progress.

Quiet floors but lots to see Contrary to the words of Gary Shapiro, CTA CEO, the floors of Vegas are not messy but sparse and quiet. It looks to me...

CES 2022 Day 1 – The EV cycle

Automotive dominates on day 1. Consumer electronics companies are regularly referring to vehicles as devices on wheels in their CES 2022 marketing which is almost certain to incense the very...

CES 2022 Day O – Waiting for 2023

Omicron pandemonium – Silver lining Despite the best efforts of the CTA, the advent of the hyper-contagious SARS-Cov2 variant means that CES 2022 is going to be a subdued affair....

Meta Platforms – Mark of intent.

Meta hasn’t given up on Fintech Meta’s purchase of trademarks is a clear sign that it has not given up on financial services, but the vested interests and central banks...

SenseTime – Prudence calls.

Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing...