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, but this is not quite the case as it has merely moderated its strategy. Google is no longer unique to the Las Vegas Metro nor is it plastered all over...
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 more devoid of substance than ever before. Sony revealed a logo (PS5) that that was already blindingly obvious and showed a car that it will never make. Toyota reinvented the...
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. The main reason to buy a Byton vehicle over its competitors is its digital offering. Hence, it was surprising that when the conversation turned to this crucial topic, a third...
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 the buzz isn’t rather than where it is. There is very little that is new at CES 2020. The trains are still plastered with Google Assistant advertising and the same...
Radio Free Mobile has closed down for the holiday period. Normal service will resume at CES on Monday 6th January 2020. Radio Free Mobile would like to wish its readers a Merry Christmas and Happy New Year.
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 achieve as these alliances very often result in a poorly performing standard or abject failure. Effectively almost everyone in the connected home space has signed up to form Project Connected...
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 be a long hard task as evidenced by Baidu’s choice to manufacture its AI chips in Korea. Baidu and Samsung have jointly announced that Baidu’s new KUNLUN neural processor that...
Meituan proves the efficacy of RFM’s rule of thumb. There is a mad rush going on to use Meituan Dianping’s profitability as an example that food delivery can make money, but the reality is that it has really only come good because it has achieved dominance in its market and didn’t spend like crazy. Meituan is a super-app where all...
ByteDance expands its presence overseas. TikTok is moving to ensure that it dominates Digital Life segments both inside and outside of China which will make it unique as its peers have all struggled to make any headway overseas. The world of Digital Life services is divided just the world of mobile standards was divided in the 2G and 3G generations....
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.
CES Day 4 – Floor stories pt. II.
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 going to last much longer in the VR game and a large number of the almost unknown Chinese offerings are not here this year. The top dogs remain Sony, the...