Apple ups its cadence as competition heats up. Apple appears to be taking a leaf out of Nvidia’s book in launching a new chip just 6 months after it launched...
Fat middle age versus fighting for survival. Apple FQ2 24: Bounces off the bottom. Apple reported reasonable results and predicted a better FQ3 as the stabilisation in the smartphone market...
New chip. New phone. Same story Huawei’s new Pura 70 Ultra smartphone sports some interesting satellite functions and uses a new applications processor but even a modicum of scrutiny reveals...
I am not sure anyone knows what an AI laptop is. Such is the magic of AI that it can add over $100bn to the value of a company...
There is a case to answer but it will be hard to prove. There is little doubt in my mind that over the years Apple has engaged in some questionable...
This time Qualcomm is serious. While the technology world continues to jump up and down over generative AI, the most consequential challenge to Intel and AMD’s dominance in laptop processors...
AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it CES, MWC or similar is...
Qualcomm – Nvidia at the edge There is very little that can touch Nvidia at the moment and Qualcomm has wisely decided that if you can’t beat them, you join...
Geopolitics is everywhere. After a very slow 2021, 2022 and some recovery in 2023, Mobile World Congress in 2024 is finally back in business. The halls are as busy as...
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.
Windows on Arm – Crusade Commences
Arm’s 3rd shot at Windows laptops might just work. Apart from AI, Microsoft Build is likely to see the main launch of Qualcomm, Arm & Microsoft’s 3rd attempt at addressing...