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Samsung – Kitchen sink.

Reply to this post           Samsung kitchen sinks the note 7 with a massive $5.4bn hit to profit. The note 7 disaster is going to cost...

Samsung – Limited fallout.

Reply to this post           A fast and efficient recall results in no lasting harm.  Samsung has taken the prudent decision to recall the Galaxy Note...

Flexible displays – Press cycle

Reply to this post           Flexible screens back for another press cycle.   With the success of the Samsung Galaxy Edge, it looks like Samsung is...

Project Ara – The Holy Grail Pt II.

Reply to this post           Different game but the rules stay the same. Google has scaled back the ambitious objectives of Project Ara (see here) to...

Alibaba FQ4 15A – Ecosystem investor

Reply to this post           E-commerce powerhouse fuels ecosystem investments. Alibaba reported good FQ4 15A results but sent the clear message that would be ramping up...

Samsung Q1 16A – Forgotten jewel

Reply to this post           Semiconductors remain the real engine of growth. Samsung reported good results and I think that it is both handsets and semiconductors...

Flexible displays – University challenge

Reply to this post           Flexible displays are hard to make and mostly useless. The latest innovation around flexible screens has been announced by the Queen’s...

Samsung Q4 15A – King of volume

Reply to this post           Volume and scale remains essential for Samsung. Samsung reported disappointing Q4 15A results where I think that most of the slowness...

Apple – The Jack

Reply to this post           Removing the headphone jack could hurt replacement sales. I am pretty certain that Apple is considering whether or not to remove...

Samsung – Steady succession

Reply to this post           JK Shin can leave with his head held high. Samsung has reshuffled management at its handset business in a move that...