Robotaxis could be a near-fatal disease. Tesla has rallied on a fantasy that I think will never come true even if FSD eventually works but reality has once again decided...
VW & Rivian rescue each other. VW’s $5bn investment is precisely what Rivian needs to prevent it from suffering Fisker’s fate but at the same time, it is quite possible...
EU tariffs will weaken demand further. The EU has announced import tariffs on Chinese EVs that are likely to trigger a retaliation and an increase in price to the...
The financial noose tightens. The end of Fisker, the imminent end of several others as well as worsening financial conditions in China clearly point to the ongoing slowdown and shakeout...
Good, but it needs to be better. A large proportion of the automotive industry thinks that GM has taken leave of its senses by ditching CarPlay in its electric vehicles...
End-to-end machine learning is not the answer. SoftBank, Nvidia and Microsoft are pouring $1bn into a system that relies entirely on machine learning to drive vehicles in the hope that...
The only thing that matters is cash. The weakening of EV demand and the failure of the industry to produce autonomy has slowed demand for automotive Lidar putting a lot...
Stable quarter and guidance raised. A steady quarter devoid of fireworks but where the fundamentals are beginning to come together creates a foundation for more upside as new segments such...
Mercedes bails on Apple CarPlay 2.0. Mercedes Benz has confirmed that it has no plans to support the next generation of CarPlay as it has realised that letting Apple take...
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.
USA vs. China – Closing Loopholes
ASML bucks the Chinese trend. Excellent results from ASML indicate that China is still buying as much equipment as it can get its hands on but potential further tightening...