Byton’s trouble is an opportunity for others. One of my favourite electric car makers is in the kind of trouble from which it may not recover which I think spells...
Zoox is all about the automation of distribution. I am far from convinced that Amazon has decided to enter the autonomous driving game but instead is likely to use Zoox...
The 4-year design cycle problem again. Nvidia has landed a major blue-chip client for its Drive Orin platform in announcing with Mercedes-Benz but by the time it ships in 2024,...
Google & Co. out. Rivals in. VW has confirmed its solo strategy when it comes to vehicle software, but it will need co-operation with other vehicle makers if it wants...
June 17th 2020: Star, global Strategy, Design and Engineering consultancy, has published an analysis of the global vehicle companion application landscape. Star is partnering with Radio Free Mobile, to showcase...
Consolidation wave gathers momentum. Zoox would make a good fit for Amazon which clearly intends to capitalise on autonomous driving being much later than expected meaning that the smaller players...
The notion of a recovery is not as leftfield as I thought. Since the beginning of the pandemic, I have entertained the idea that automobile demand may be a late-stage...
Intel further broadens its position in digital transportation. Determined not to miss out on digital transportation the way it missed out on mobile, Intel is moving again to build a...
NXP hints at mobile, industrial and automotive outlook. NXP reported reasonable results but guided as weakly as expected showing both the well-documented weakness in automotive but also another hint of...
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.
BMW – Risk on.
Subscription features is a risk worth taking. BMW’s potential move to feature subscription has some problems but if this pushes BMW towards having a relationship with its users, it may...