Chinese injunction will increase pressure on Apple. Qualcomm has won a good victory in China with an injunction on the sale of a good number of Apple’s products which will...
Samsung needs hardware differentiation more than ever. I think Samsung is undergoing a flurry of display innovation with its Infinity-O screen and it’s new folding screen form factor because it...
Google is still not a hardware company. Unnecessary problems with the latest Pixel device are a repeat of the issues that hampered the appeal of the Pixel 2 in 2017...
A resurrection best not practised The Palm brand (now owned by TCL) has launched a new device which is arguably more useless than cellular in the Apple Watch as it...
Samsung reinvents the Nokia Communicator but sadly, doubles down on Bixby. Samsung has shown (see here) the form factor within which it thinks that a folding screen will be most...
If you fold it, will they come? With most major announcements now out of the way before CES 2019, the folding screen is positioning itself to be the biggest theme...
Apple signals the way ahead is less predictable. Apple reported excellent FQ4 18 results but guided weakly for FQ1 19 which combined with Apple putting an end to disclosing unit...
Apple benefits but Android suffers. The result of huge increases in device prices is now being felt as data from the US indicates that iPhone users, in particular, are holding...
Even at $15 per unit, the impact is catastrophic. Google’s price list for its apps minus Chrome and Search is an indication that the economics of the EU remedy are...
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.
Apple vs. Qualcomm – Pressure cooker pt. II
The injunction has teeth. In a surprising admission of weakness, Apple has admitted that if the injunction remains in force, it will be forced to settle with Qualcomm which I...