Reply to this post The WeChat empire spreads its wings. Not content with its dominance of the 3rd party app stores in China, Tencent has doubled down on WeChat with the intention to entice users to spend more than just the Instant Messaging portion of their Digital Lives within WeChat. At an event for developers...
Reply to this post RCS unlikely to lift Huawei from its commodity margins. One has to give credit to Huawei for realising that it has a problem but so far, its attempts to drive its differentiation beyond hardware are not bearing any fruit. Its latest attempt in this direction is to join together with Google...
Reply to this post Didi can crush the bike sharing upstarts. In China where the bicycle is an integral part of daily transport, Didi has leveraged its shareholdings to ensure that user loyalty accrues to Didi rather than to its partners Ofo or Bluegogo. If successful, I think this will reduce both Ofo and Bluegogo,...
Reply to this post Nightmare on pixel street. With 4K panels now being in the mainstream, the technology discussion in the panel industry has now turned to 8K which on the surface looks like a technology with very little future. Sony, Samsung and LG all demonstrated at CES 2018 new large panels (80”+ size) featuring...
Reply to this post Google has very little chance in China. Google has made its first return to the Chinese market since 2010 but I think its new map offering is going to struggle against the better equipped and far more entrenched local rivals. Following its investment in the Chushou, a Chinese version of Twitch...
Reply to this post Facebook’s move is about securing the long-term. Facebook’s move to put its users ahead of its shareholder’s is not born from altruism, but instead reflects the need to maintain user loyalty as it transitions to becoming a fully-fledged ecosystem. In the midst of the maelstrom that was CES, Facebook announced that...
Reply to this post Google shows the most progress at CES. Apart from automobiles, the prevailing theme at CES is one of boredom. Those looking for new trends have instead found the same stories as last year, albeit a bit more advanced than the last time that they were told. This steady progress is the...
Reply to this post Samsung and GoPro suffer from software shortages. Samsung The best news for Samsung at CES was the failure by Huawei to close its deal with AT&T that would have seen its handsets sold by a major US operator for the first time. Huawei’s absence from the US market is a major...
Reply to this post No Planes, no trains, only automobiles. By far the strongest theme at CES 2018 is the digitisation of the automobile with drones, VR and so on fading somewhat into the background. Byton. Byton is an electric car start-up run by Europeans (ex-BMW) but financed and headquartered in China. From the very...
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 – S for school pt. II.
Reply to this post Price still likely to be the biggest decider. Microsoft, in conjunction with Lenovo and JP, has launched some hardware that is more appropriate for the Windows 10 S initiative (than the nosebleed surface laptop) but it needs to bring the price even lower to really take on Google and Chromebooks. Four...