Robo Retail – Devil in the details.
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...
Huawei – Nowhere to run pt. IV.
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,...
Apple vs Spotify – Storm in a teacup.
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,...
Didi – One app to rule them all.
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...
Renault (& Co) & Google – Form over substance.
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...
Samsung & Huawei – Nasty origami pt. IV.
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...
Facebook – Liberation.
Facebook takes a shot at the banking sector. Facebook has launched a digital currency platform that it hopes will succeed thanks to its pervasive...
Huawei – Nowhere to run pt. III.
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...
China automotive – 2 voice race.
China likely to be first with a fully digitised vehicle. Alibaba’s partnership with foreign car makers to offer its voice assistant in the vehicles transforms...
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.
Electric Vehicles – King in waiting.