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Devices

Apple – Asking for suits

Digital advertising is not worth the risk. Apple is building up its advertising business which I think is very likely to attract a raft of lawsuits from the other digital...

Arm vs. Qualcomm – Trouble in paradise

RISC-V is the only beneficiary of civil war. Arm has launched a strange-looking lawsuit against Qualcomm that looks like an attempt to earn higher royalties from one of its biggest...

Meta & Qualcomm – Macro not micro

Meta Platforms Q2 2022 – Slows the Metaverse. Meta Platforms reported soft numbers and increased the price for the Oculus VR headset in a sign that the next year or...

Meta vs. Developers – Eaters of cake.

Developers want to have their cake and eat it. The notion that Meta Platforms is treating developers unfairly when it is on course to lose billions of dollars from subsidising...

Apple & The Metaverse – Not yet

2023 is too early. Despite feverish speculation, Apple failed to launch a Metaverse device at WWDC 2022 and now speculation has shifted to early 2023 which I continue to think...

The Metaverse – Turing test

Turing is not the issue. Meta Platforms has revealed a series of prototypes that it intends to develop into products that will make its Metaverse irresistible to users but I...

Nothing Phone – Risky branding

Nothing phone needs to not live up to its name. Another brave soul has decided to have a crack at the highly concentrated and brutally competitive smartphone market which, unless...

Apple WWDC 2022 – Carmageddon?

Apple declares war on short-term loan providers and car makers. Apple produced an ordinary performance but saw announcements that challenge both the vehicle makers and the fintech industry. However, there...

Arm China – Turning point

SoftBank & Arm finally get the upper hand. The fight for Arm China that is causing consternation to Arm’s IPO looks to be in its final stages but it has...

Health Wearables – Grail delay

The Holy Grail of blood pressure is delayed.  It looks as if Apple is delaying its plans to include blood pressure monitoring in the Apple Watch for two or three...