Huawei – Rivers of blood pt. VI.
The main beneficiaries are Samsung and Ericsson. Just as Huawei is on the edge of casing Samsung real problems, it has a host of troubles...
Samsung vs. Huawei – Rivers of blood pt. V.
Samsung needs hardware differentiation more than ever. I think Samsung is undergoing a flurry of display innovation with its Infinity-O screen and it’s new folding...
Huawei – Rivers of blood pt. IV
Reply to this post I am pretty sure Huawei lost money in handsets last year. Huawei reported strong growth in...
Huawei vs Samsung – Rivers of blood Pt III
Reply to this post Huawei flat-line passes advantage to Samsung. The first indications for the smartphone market in Q2 16A...
Huawei – Rivers of blood. Pt II.
Reply to this post Huawei’s software has a better chance in China. Huawei is making the right initial...
Huawei vs. Samsung – Rivers of blood
Reply to this post Software is all that can save Huawei from rivers of blood. Huawei has said once again...
Autonomous driving – Bloody economics
An unattractive proposition. It looks increasingly like it will be Cruise rather than Tesla or Waymo that gets to market first with robotaxis giving it...
Didi – Blood in the water.
Sharks gather to capitalise on Didi’s woes. The brutal suspension of Didi’s app has left the door wide open for all of Didi’s previously crushed...
Meituan, Uber & Lyft – Tale of two bloodbaths.
A clear warning sign for Lyft & Uber IPOs. When I backed Meituan at its IPO as one of the more sensible listings (see here),...
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 vs Samsung – Rivers of blood pt. VII.