Apple Event – Incremental innovation
Apple takes no risks with its launches. The event is back to its usual time but while the production quality of the event was better...
Ant Group – Antpocalypse now
The state seals Ant Group’s fate. Further interventions into Ant group by the regulator ensure that the businesses will be less nimble, less efficient, and...
Epic vs. Apple – A battle royale final?
Epic lands a blow but not the knockout it was looking for. The verdict is a big win for Epic Games when comes to money,...
China vs USA – Problematic signals
SMIC’s expansion highlights China’s difficulty in semiconductors. Semiconductor Manufacturing International Corporation (SMIC) is expanding its capacity, but its plans betray its limitations meaning that its...
Tencent – The hammer pt. II
There is much worse ahead. Although the real regulatory hammer has yet to fall on Tencent, it is being hit far harder than I expected...
Apple Automotive – Tinker, tailor, soldier, car? Pt IV
Nonsensical notion takes another hit. The defection of Apple’s car chief, Doug Field, is being seen as a huge blow for Apple’s ambitions to make...
Didi & China – Long term pain.
State intervention will be detrimental in the long term. Part of the remedies imposed by the Chinese regulator could be a move to effective state...
Apple App Store – House of cards
The concession that brings down the house. Apple’s most recent changes to its App Store policy look like little more than an attempt to win...
Arm China – No Armed robbery
Very little to see here. The notion that Arm China has pilfered Arm’s IP and is selling it to Chinese customers makes no sense because...
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.
Didi – Blood in the water pt. II