Huawei – 5G non-starter pt. II
No 5G here. Huawei has released its latest flagship product but its hesitancy to disclose the details of the components that it is using highlights...
Huawei – 5G non-starter.
Huawei is not coming back in 5G. Huawei is reportedly planning a 5G comeback in smartphones but while there is no reason why it can’t...
Huawei & ZTE – No substance.
The latest ban is all noise and no substance. The USA has banned the sale of all electronics from Huawei and ZTE into the USA...
Huawei – Window dressing pt. II
No way back. The repercussions of the latest US restrictions (see here) are likely to go both far and wide through the Chinese technology industry...
Huawei – Window dressing
Huawei puts a brave face on it. Huawei reported 2021 FY results that highlighted just how badly the company has been hit by US sanctions...
Huawei – Nowhere to run pt XXIX
The US Administration launches its first EV. Despite three years of saying there is nowhere to run (see here), Huawei is seeking refuge in the...
Huawei – Nowhere to run pt. XXVIII
Patents are no panacea. Huawei may be down, but it is far from out as it is now putting its efforts into replacing the revenues...
Huawei – Nowhere to run pt. XXVII
Huawei finally hits the wall. After nearly 2 years of ducking and diving combined with superlative execution on the part of Huawei’s management, its dependence...
Huawei & Twitter – Results and politics.
Twitter Q4 2020 – User issues. Twitter reported good Q4 2020 results, but it has run out of road when it comes to user metrics....
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.
Huawei – 5G debate