A move that might actually benefit China. The forced opening up of the Chinese digital ecosystems forces the incompatible systems to work together which will make the overall opportunity for...
Half of Didi’s opportunity has already been lost. Didi appears to have lost 30% of its user base (and 50% of its opportunity) since the crackdown on its business which...
Apple takes no risks with its launches. The event is back to its usual time but while the production quality of the event was better than ever, the products themselves...
Epic lands a blow but not the knockout it was looking for. The verdict is a big win for Epic Games when comes to money, but Epic has failed to...
SMIC’s expansion highlights China’s difficulty in semiconductors. Semiconductor Manufacturing International Corporation (SMIC) is expanding its capacity, but its plans betray its limitations meaning that its 10nm aspirations are probably vapourware...
There is much worse ahead. Although the real regulatory hammer has yet to fall on Tencent, it is being hit far harder than I expected in other areas meaning that...
Nonsensical notion takes another hit. The defection of Apple’s car chief, Doug Field, is being seen as a huge blow for Apple’s ambitions to make a vehicle but seeing as...
The concession that brings down the house. Apple’s most recent changes to its App Store policy look like little more than an attempt to win favour with both the US...
Very little to see here. The notion that Arm China has pilfered Arm’s IP and is selling it to Chinese customers makes no sense because even if it were true,...
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.
Cable TV – Sword of Damocles pt. X.
The sword is falling fast One look at the nomination and award list for the prestigious Emmy Awards demonstrates that the streaming services are now fully in the driving seat...