Reply to this post The PC industry continues to ignore the solution to its woes. The Computex show passed virtually unnoticed last week as exhibitors on many stands spent a lot of time twiddling their thumbs. Only stands which demonstrated virtual reality or were related to smartphones saw any real interest. Most commentators have used...
Reply to this post Software is all that can save Huawei from rivers of blood. Huawei has said once again that it wants to be the number one in smartphones before, but this time I think that it is serious. Richard Yu, the CEO of Huawei’s consumer business re-iterated this intention at the Converge Technology...
Reply to this post The quest for proprietary software begins. Google is planning to “put more thought” into its Nexus line of devices which to me is yet another signal that Google’s is beginning to prepare the market for taking complete control of the Android software. At the Recode conference being held this week, Sundar...
Reply to this post This deal is really about Office in China. Microsoft and Xiaomi have struck a deal where Xiaomi will take ownership of 1,500 of Microsoft’s patents and Xiaomi will pre-install Office on all of its handsets. I suspect that these patents are almost exclusively wireless patents which, with Microsoft’s precipitous decline in...
Reply to this post Lenovo should be able to weather a stormy 2016 Lenovo reported a difficult quarter as weakness in the PC market and market share losses in mobile took a heavy toll on financial performance. Q4 15A revenues / net income were $9.1bn / $180m compared to consensus at $10.6bn / $204m but...
Reply to this post I think Facebook could buy some or all of Microsoft’s consumer assets. Microsoft and Facebook are jointly building an undersea cable highlighting the increasing computability between these two companies. The MAREA cable will be 6,600km long extending from Virginia Beach, USA to Bilbao, Spain and will be capable of carrying 160Tbps....
Reply to this post It might have been better for Google if it had lost. The jury has found that Google’s use of Oracle’s APIs fitted the definition of fair use meaning that it will not have to pay Oracle anything for copyright infringement. Oracle will now appeal but in order to get this verdict...
Reply to this post The digital consumer ecosystem is looking increasingly impossible. Microsoft is taking the knife to phones again which casts further doubts over its commitment to the digital consumer ecosystem. Another 1,850 positions are to go of which 1,350 are in Finland which will result in a $950m charge of which $200m is...
Reply to this post Flat revenue is the least of Xiaomi’s problems. Xiaomi has finally admitted that it ran out of growth in 2015, but unsurprisingly was very tight lipped about the much larger problems it faces in 2016. Revenues in 2015 increased 5% to RMB78bn ($12.5bn) which, with 70.7m units shipped, gives an ASP...
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.
Flexible displays – Press cycle
Reply to this post Flexible screens back for another press cycle. With the success of the Samsung Galaxy Edge, it looks like Samsung is thinking of having another go at bringing flexible displays to the market in a meaningful way. This is the third or fourth time in 6 years that Samsung has considered...