Still a very long way to go. The lead changes once again as Baidu does not feature in this year’s data, but it is now very tight at the top...
The ride-sharing market remains in difficulty Uber Q4 2020 – Sheep in FedEx clothes? Uber is fortunate that it has had a delivery business to help it weather the pandemic,...
More about infrastructure than digital vehicle services. Ford has struck a far-reaching deal with Google that encompasses far more than just the software and services in the vehicle cockpit which...
An automobile could be a sell signal. It has been a very long time since Apple has made a serious mistake but the commercial launch of an electric vehicle could...
The autonomous software industry has a value of $44.3bn. Microsoft has participated in a $2bn funding round that values Cruise at more than $30bn which seems to be assuming that...
CES 2021 shaping up to be just a placeholder for 2022. If the media day is anything to go by, the CTA will be very keen to ensure that CES...
There is only one way this works. Speculation has reached fever pitch with Hyundai admitting it has been in talks with Apple with regard to electric vehicles but this will...
18 months on and making a vehicle still makes no sense. Making a vehicle in 2024 makes as little sense as it did in 2016 because Apple’s brand and its...
Zoox promotes everything but its future. Zoox has unveiled a product and a service which has very little if anything to do with its long-term future. Zoox’s approach before its...
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.
Semiconductor shortage – Super size me.
This cycle is going to be bigger than normal. The balance between supply and demand in semiconductors has always been tricky to get right, but the pandemic has made the...