The China ecosystem is coming. Android is currently exploding in China but there are plenty of signs that this is temporary. Under Google’s definition, anything that does not meet its specification cannot be called Android and this where the vast majority of the cheap Android devices find themselves. While the market is growing like crazy,...
Exporting services from Japan is a license to lose money. NHN Corp, South Korea’s biggest internet company, is making a bid to expand outside its own turf with its Line, its chat application. This application has been developed by NHN Japan, the Japanese internet company it acquired in 2006, but the focus is to take...
ST Ericsson has effectively committed suicide with its inability to execute. After failing to find a buyer, ST Ericsson is being split up and handed back to its parents. Ericsson is taking back the LTE multimode thin modem development while STM will take back the other STE products such as application processors. In a...
Google Reader has gone because it is not big enough. That’s all. The retirement of Google Reader has nothing to do with the “free” internet model and everything to do with its size. A common view out there is that Google is retiring Reader because it is free and are using the example to dish...
The Galaxy only evolves slightly but it makes iPhone 5 look more and more out of date. Samsung launched the Galaxy S4 with much fanfare but admitted that the device is really an evolution rather than a revolution. Larger screen, industry leading pixel density, faster processor with 8 cores and some funky software tweaks were...
Users are not waiting. The move away from broadcast has begun. The TV broadcast industry remains in denial but the figures are beginning to show that the days of subscribing to broadcast packages are numbered. Nielsen has released the latest version of its cross platform report and for the first time it properly recognises and...
Mike Lynch will not be losing any sleep tonight. The news that both the FBI and the SFO (UK Serious Fraud Office) have opened investigations into alleged wilful accounting misrepresentations means nothing. The FBI opened its investigation in November 2012 while the SFO began investigating on February 6th 2013 according to HPQ’s routine quarterly SEC...
If Samsung can’t sell Windows RT, no one can. Samsung is pulling Windows RT from Europe and I am certain that the rest of the PC market will follow. This confirms what I have feared since last summer. Until there is no discernable difference between a Windows device running ARM and one running Intel, Windows...
Switching foundries is not necessarily great news for any of the players. Apple and Intel are certainly talking and while a foundry deal is not unlikely, I don’t see Apple switching to x86 in the iPhone any time soon. Intel has long been and is likely to remain one to two generations ahead of everyone...
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.
Microsoft – Too brute a force
Microsoft has loads of money but no clue how to use it. Paying developers to write applications is a well-known tactic for those trying to prop up an ecosystem that is not faring as well as it should. Microsoft has backtracked on a long held policy and is now offering developers $100 per application for...