Lots of Google. Little of Samsung, Samsung‘s new s24 line-up looks exactly like the s23 but the hope is that the new AI features (almost all of which come from Google) will provide all of the incentive to upgrade to a new Galaxy or horror of horrors switch from iPhone. As usual, there are three devices the s24, the s24+...
Life in autonomy remains dreadful. There is little hope for a recovery in autonomous driving anytime soon as programs are being cancelled meaning that my 2028 target looks increasingly over optimistic with every day that passes. All that anyone is willing to commit to (or talk about at trade shows) these days is eyes-on driving down the highway and those...
Little interest at any price. The simple fact that a Chinese military-affiliated organisation was able to access a publicly available Chinese generative AI model was enough to send Baidu down 11% a sign that Chinese technology is in for another very depressing year. Baidu is one of the leading AI companies in China and has been first to market with...
There was very wow this year as I had already seen almost every product that was on display but critically, these products were closer to market than they were last year. The stand-outs that no one talked about were as follows. The Metaverse – Augmented story. In 2022, The Metaverse was all everyone wanted to talk about but a price...
Digital health – Even fewer sensors. Digital Health has been quieter than usual this year and with very little progress on sensors to reliably measure critical health data, it is not hard to understand why. Beyond blood oxygenation (pretty easy) and pulse (also easy), blood pressure and blood glucose are two health markers that billions of people need to monitor...
CES comes to life. After a quiet start on Tuesday, CES 2024 came back to life on Wednesday with a substantial increase in footfall, crowds and queues. This is an abnormal pattern for CES but not unusual for the Mobile World Congress which always begins at the beginning of the week with traffic peaking on its second day. Consequently, I...
Footfall and chaos. CES 2024 is one of the most peaceful that I have seen in recent years (I didn’t come in 2021). There is space on the Monorail, almost no queues for the loos and one can find a seat to have a sandwich at lunchtime. This is echoed through the Central and North Halls where there are no...
AI delivery – Time to deliver. 2023 was dominated by hype, speculation and spending on AI training infrastructure but 2024 is where the rubber will likely meet the road. Already there are problems as content owners are suing to ensure that their copyrighted material is not used for training and content generation without permission. This is not a new problem...
Radio Free Mobile wishes its readers a happy Christmas and new year. RFM will return for CES 2024.
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.
TSMC – All about AI
50% inventory, 50% AI. TSMC has signalled better times ahead for the semiconductor industry, but I suspect that things will only be really rosy if one is selling chips that enable the current insatiable demand for AI training. TSMC reported better than expected Q4 2023 results and forecast that 2024 would see a return to growth which buoyed the entire...