Wayve – Moonshot
Wayve seeks to upend an entire industry. Wayve is the outsider in the autonomous driving industry as it has a unique approach to the problem,...
Autonomous Autos – Trucks first.
Autonomous driving is still far away. Waymo is a relative newcomer to the world of autonomous trucks but it already has a customer in another...
TSMC / Semiconductors– Supercycle pt. III
TSMC’s commentary has all the hallmarks of peak cycle. With $38bn in cash, $40bn in operating cash flow (before Capex), TSMC can afford to take...
Digital Ecosystems – Battleground 2022
Cross-device is unlikely to help much. The industry’s move to compete with iOS by improving its cross-device user experience is an old idea that has...
Crypto – NFT reality
The joy of ownership is all one gets. The Associated Press has worked out an easy way of making some extra revenue as it is...
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...
CES 2022 wrap – Dark horses of Vegas.
Qualcomm – Dark horse No. 1 Qualcomm is the first, and an atypical, dark horse that RFM has identified this year. This title is usually...
CES 2022 Day 3 – Fold and folding
Displays – Fold Samsung Display has led the field this year launching its first Quantum Dot (QD) OLED TVs as well as showing a new...
CES 2022 Day 2 – Peace and progress.
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...
About Me
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.
Microsoft / Activision – 2nd time lucky