It could be a very long wait for electric vehicles. While the German automobile industry has a strong vested interest in the longevity of petrol and diesel engines, it has...
Cashier-less stores are too stupid to make money. Cashier-less shops are not all they are cracked up to be as the emerging bloodbath in China and Amazon’s glacial roll-out clearly...
Component loophole won’t help the smartphone business. US Hardware vendors have found a loophole that will allow them to continue selling silicon-based products to Huawei, but this will not work...
Apple’s response is unlikely to hold water. Apple is just one of a list of larger US tech companies under scrutiny by EU competition authorities, but I think its response...
Didi wisely lets in the 3rd parties. Didi’s move to open its platform to 3rd parties indicates that in China, the battle is now all about becoming a transport market...
Very little substance to this agreement. Renault and Nissan have signed an exclusive deal with Waymo that signals a further fracturing of the Renault Nissan Mitsubishi alliance and when picked...
Folding phones are now about bragging rights. The launch dates of the Huawei Mate X and the Galaxy Fold have very little to do with demand or market readiness and...
Facebook takes a shot at the banking sector. Facebook has launched a digital currency platform that it hopes will succeed thanks to its pervasive network of 2.2bn users into...
Huawei enters the death spiral. Huawei has warned that its international shipments are already in free-fall which fits with RFM’s recent observations, but I suspect that there could be...
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.
Huawei – Nowhere to run pt. V.
Reprieve in name only. The White House’s apparent U-turn on Huawei is unlikely to give Huawei the products it really needs and even if it did, it is quite possible...