At a fairly dull CES, Dell has come up with one of the most interesting products. It is not very innovative nor is it sexy but it is cheap. In this market, a low price is a critical factor in terms of making a proposition to the cash strapped consumer. I am referring to the...
I have been very damning on the outlook for Japanese Consumer Electronics, but have I been slightly too hasty? Japanese Consumer Electronics looks to be in a downward spiral to inevitable doom but 4K televisions may offer a temporary respite. At the CES show this week, 4K televisions are the belles-of-the-ball and it is the...
2013 could see a final settlement between the two companies where Samsung would likely pay royalties to Apple. The legal wrangling between Apple and Samsung is going nowhere other than to enrich their respective legal teams. In the early days it looked like Apple really had Samsung on the ropes with an emphatic victory in...
Android begins to lose share to Microsoft. In terms of unit growth, the best is probably over for smartphones and that is being used as a sign that things are beginning to settle down. However, to me the reality looks very different. This is because Android looks like the default choice for a smartphone user...
Samsung consolidates its handset gains with bendable and foldable displays. In a commoditising market where Samsung has no ecosystem with which to differentiate, this is its ace in the hole. Bendable displays are made possible using RGB OLED on a plastic backed substrate. Plastic-backed screens also have the advantage of making the display much thinner...
Prediction 1: Integration of applications on mobile devices starts to affect user purchase decisions. When one looks at where the differentiators are in mobile devices, much has changed over the last sevral years. I see four areas where differentiation can occur: hardware, user interface, applications and ecosystem. Apple has blazed a trail which everyone else...
I see software and display technology having the greatest impact on an industry that’s in for another bumpy year. I will explore each of the top 5 in the coming 5 days. 1. Integration of applications starts to affect user purchase decisions Every man and his dog offers a graphically rich user experience with cool...
Anti-tracking spells trouble for internet economics but social networks should remain immune. User stubbornness over privacy threatens that which they hold most dear: Free internet. Everyone loves Google’s many applications and Android because they work well but mostly because they are free. There are a great many other examples. Free is the great myth that...
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.
RFM 2013 Top 5 – Part 5 – HPQ – Eggy visage
Hewlett Packard will end up with even more egg on its face this year as I believe that it will lose the war of words with the former management of Autonomy. . The acquisition of Autonomy has been nothing short of a total disaster for the hapless Hewlett-Packard. Billed as the great white hope to...