Reply to this post Google has very little chance in China. Google has made its first return to the Chinese market since 2010 but I think its new map offering is going to struggle against the better equipped and far more entrenched local rivals. Following its investment in the Chushou, a Chinese version of Twitch...
Reply to this post Facebook’s move is about securing the long-term. Facebook’s move to put its users ahead of its shareholder’s is not born from altruism, but instead reflects the need to maintain user loyalty as it transitions to becoming a fully-fledged ecosystem. In the midst of the maelstrom that was CES, Facebook announced that...
Reply to this post Google shows the most progress at CES. Apart from automobiles, the prevailing theme at CES is one of boredom. Those looking for new trends have instead found the same stories as last year, albeit a bit more advanced than the last time that they were told. This steady progress is the...
Reply to this post Samsung and GoPro suffer from software shortages. Samsung The best news for Samsung at CES was the failure by Huawei to close its deal with AT&T that would have seen its handsets sold by a major US operator for the first time. Huawei’s absence from the US market is a major...
Reply to this post No Planes, no trains, only automobiles. By far the strongest theme at CES 2018 is the digitisation of the automobile with drones, VR and so on fading somewhat into the background. Byton. Byton is an electric car start-up run by Europeans (ex-BMW) but financed and headquartered in China. From the very...
Reply to this post RFM’s top 5 issues likely to prevail at CES and 2018. Artificial Intelligence I expect Artificial Intelligence to get top billing again this year as the both the hype and the flow of capital show no sign of abating. Consequently, 2018 is likely to be a year of more feverish investment...
Radio Free Mobile is hanging up the microphone for the season and will return for CES in January. RFM wishes all of its readers compliments of the season and a happy new year.
Reply to this post Second blood goes to Google. Google has scored a badly needed win over Amazon as Amazon has said it will start selling Google’s Chromecast devices once again which is almost certainly a bid to get YouTube back on its devices. This is a sure sign that Amazon needs Google more than...
Reply to this post Early data indicates that there is no super cycle While it is too early to say for sure, the initial data suggests that the super cycle that the market is looking for to underpin the valuation of the shares is not occurring. Mixpanel is an analytics company that tracks user interactions...
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.
8K – Panel pains.
Reply to this post Nightmare on pixel street. With 4K panels now being in the mainstream, the technology discussion in the panel industry has now turned to 8K which on the surface looks like a technology with very little future. Sony, Samsung and LG all demonstrated at CES 2018 new large panels (80”+ size) featuring...