Without a shadow of doubt, Android dominates the unit volume statistics but in order to have real long-term value to Google and those who make the devices, the users have to be loyal to the ecosystem. This is where I question the value of Android, as I believe that users have yet to develop the...
It is no secret that Apple is thinking of moving its chip manufacturing from Samsung to TSMC, but while everyone is getting excited about the technology, everyone is ignoring the economics. Apple’s first applications processor was heavily dependent on Samsung technology and ever since Apple’s acquisition of PA Semi it has been working to design...
Share prices, sentiment and outlook for both HPQ and Dell have crashed recently as confidence that Windows 8 will drive a PC replacement cycle has hit rock bottom. Combine this with the impact of a sluggish economy and share losses to tablets, and one can arrive at a view that the PC market and its...
Eric Schmidt (Chairman Google) made an appearance at the AllThingsD conference and completely dissed Microsoft as a potential competitor in the coming ecosystem war. His focus appeared to be very much on Apple as his main rival but quite frankly I think he is barking up the wrong tree. Three things are worth noting: Firstly,...
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...
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.
