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 quiet. It looks to me...
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 certain to incense the very...
Listing in Hong Kong will not help much. Didi has begun its preparations to relocate its listing to Hong Kong but this is unlikely to be able to make up...
Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core part of Intel, it makes...
Ford can make it alone. The ending of the partnership is a sign that expectations for Rivian are now so high that it thinks that it will be able...
I am not a big believer in simulation. GM Cruise is one of the leaders in autonomous driving, but I suspect that its use of simulation as opposed to the...
Dreams trump arithmetic for now. Rivian is coming to market at $78 a share giving it a valuation of $77bn despite not having sold a single vehicle. Furthermore, no one...
The public market will take no prisoners. Rivian’s valuation at IPO of $60bn (post-money) is lower than the $80bn mooted but it is still way above anything that a reasonable...
Qualcomm is coming for Mobileye. Qualcomm has won its fight for Veoneer which will see it expand its offering in automated driving in an attempt to take on Mobileye in...
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.
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 take on foldable screens. The...