Slowdown actually helps OEMs. The realities of electric vehicles are starting to come home as the early adopters now all have an EV while the rest of us are not prepared to pay a premium and still suffer from all of the issues that EVs still present. RFM has concluded that this is good news for the OEMs (see...
All about Nvidia Sam Altman is once again capitalising on the intense popularity of generative AI by looking to raise money for a new chip venture which can only be aimed at breaking Nvidia’s current stranglehold on the AI ecosystem. It looks like the discussion revolves around the creation of a fabless chip company that would design the AI chips...
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...
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...
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.
Mobileye – No go
Inventory correction is in full swing. Weak numbers from Texas Instruments echo what Mobileye highlighted a few weeks ago underlining that industrial semiconductors are now enduring the same correction that consumer did just one year ago. Texas Instruments reported weak results and declined to say when it thought that the current weakness would be over stating that it had never...