Digital Ecosystems – Battleground 2022
Cross-device is unlikely to help much. The industry’s move to compete with iOS by improving its cross-device user experience is an old idea that has...
Crypto – NFT reality
The joy of ownership is all one gets. The Associated Press has worked out an easy way of making some extra revenue as it is...
Tencent – Breaking cover
Tencent goes for the Metaverse? Tencent looks to be about to begin its quest to enter the Metaverse but how an almost unknown device manufacturer...
CES 2022 wrap – Dark horses of Vegas.
Qualcomm – Dark horse No. 1 Qualcomm is the first, and an atypical, dark horse that RFM has identified this year. This title is usually...
CES 2022 Day 3 – Fold and folding
Displays – Fold Samsung Display has led the field this year launching its first Quantum Dot (QD) OLED TVs as well as showing a new...
CES 2022 Day 2 – Peace and progress.
Quiet floors but lots to see Contrary to the words of Gary Shapiro, CTA CEO, the floors of Vegas are not messy but sparse and...
CES 2022 Day 1 – The EV cycle
Automotive dominates on day 1. Consumer electronics companies are regularly referring to vehicles as devices on wheels in their CES 2022 marketing which is almost...
CES 2022 Day O – Waiting for 2023
Omicron pandemonium – Silver lining Despite the best efforts of the CTA, the advent of the hyper-contagious SARS-Cov2 variant means that CES 2022 is going...
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.
TSMC / Semiconductors– Supercycle pt. III