Expectations were high for the iPhone 5 launch and if Apple had had the devices on hand, it probably would have met them. Hence I believe that the most important thing to consider going forward is that demand for the device is running way ahead of supply and that is likely to result in a...
It is no secret that ARM is looking to replace Intel x86 chips wherever it can. In mobile this has been easy as ARM’s superior power consumption has meant that devices had have had much longer battery life which is a major factor in the user experience. Furthermore, all the software has been written for...
Between them, Apple and Amazon have defined the tablet market with two completely different business models. Apple sells the content at 0% margin in order to make money on the hardware while Amazon sells the device at 0% gross margin (I believe) in order to make money on the content. This has created a market...
Apple and Samsung have been at it hammer and tongs and the war shows no sign of abating but Apple’s derisory offer to Samsung to licence its essential IPR for wireless radio standards demonstrates exactly the point I made on Tuesday October 2nd (see below). It has emerged that Apple made an offer (April 2012)...
Whatever one says about the ex-Nokia crew who are salvaging the Meego operating system from shipwreck under Nokia’s captaincy, they are a hardy bunch of sailors. This crew have re-floated the Meego OS, renamed it Sailfish and aim to have a handset in the market by November. The seas of the mobile handset world are...
Samsung has been making moves in its attempt to riposte the potentially devastating effect of its recent trial loss but recent progress looks little more than piecemeal. Samsung has seen the preliminary injunction against the Samsung Galaxy Tab 10.1 dissolved and has now added the iPhone 5 to its list of devices infringing its LTE...
With Apple running roughshod over all and sundry in the mobile and tablet space one has to wonder what comes next. Despite the coolest looking computers, Apple has not really made much impact in terms of market share and as the company continually implies that the PC is dead, one would not expect it to....
RIMM reported better than expected Q1 results driving the shares up 20% but even a dead cat will bounce if dropped from a high enough altitude. Q1 Revenues and EPS were $2.87bn / LOSS $0.45 compared to consensus at $2.47bn / LOSS $0.68. (includes restructuring). ASPs were also strong at $229 compared to...
One of the hottest areas in emerging technology at the moment is the scramble to provide content and services to what has become known as the second screen. Surveys from Nielsen and Yahoo have shown that more than 80% of people also interact with a smartphone or a tablet while they are watching...
Every eco-system has a gate keeper and unless one can get past he, she or it, there is no point whatsoever in developing an application. This is why there is no point whatsoever in Google developing its mapping application for iOS6. Rumours are abound that Google is working on an application for both...
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.
