Qualcomm – Dark horse No. 1 Qualcomm is the first, and an atypical, dark horse that RFM has identified this year. This title is usually reserved for small companies that no one is taking much notice of but punch above their weight. No one is really talking about Qualcomm this year despite its keynote but on the floor, its chips...
Displays – Fold Samsung Display has led the field this year launching its first Quantum Dot (QD) OLED TVs as well as showing a new take on foldable screens. The QD TVs will go on sale later this year at the top of the price range but the new foldable screens are likely to prove just as fallible as all...
Quiet floors but lots to see Contrary to the words of Gary Shapiro, CTA CEO, the floors of Vegas are not messy but sparse and quiet. It looks to me that fewer exhibitors than the CTA led us to believe have turned up, but given the Omicron tidal wave, this is not a big surprise. While the footfall is probably...
Automotive dominates on day 1. Consumer electronics companies are regularly referring to vehicles as devices on wheels in their CES 2022 marketing which is almost certain to incense the very companies that they are hoping to sell their products to. This is because “handset on wheels” or “IoT on wheels” is a sign of failure for the OEMs who look...
Omicron pandemonium – Silver lining Despite the best efforts of the CTA, the advent of the hyper-contagious SARS-Cov2 variant means that CES 2022 is going to be a subdued affair. Not only have many participants decided to stay away but many others that were still going (myself included) have failed to pass the health check required to attend the conference....
Radio Free Mobile wishes its readers a happy Christmas and new year. RFM will return for CES 2022.
Meta hasn’t given up on Fintech Meta’s purchase of trademarks is a clear sign that it has not given up on financial services, but the vested interests and central banks will do everything they can to prevent Meta from making any headway. The story of Meta’s cryptocurrency, Libra (now Diem), is a tale of woe. What began as a great...
Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing and come back when conditions are better. As far as the West goes, SenseTime is a controversial company as it is alleged that SenseTime’s best-in-class facial recognition software is being...
Listing in Hong Kong will not help much. Didi has begun its preparations to relocate its listing to Hong Kong but this is unlikely to be able to make up for the fact that the company is already a very pale reflection of its former self. Didi, like much of the Chinese technology industry, has been under regulatory scrutiny for...
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.
Tencent – Breaking cover
Tencent goes for the Metaverse? Tencent looks to be about to begin its quest to enter the Metaverse but how an almost unknown device manufacturer (Black Shark) will help Tencent crack this fiendishly complex conundrum remains a complete mystery. Black Shark is a Chinese manufacturer of smartphones and accessories that are aimed at the gaming segment but there is no...