NXP hints at mobile, industrial and automotive outlook. NXP reported reasonable results but guided as weakly as expected showing both the well-documented weakness in automotive but also another hint of...
The biggest risk is a credit crunch. For the next few months, cash is going to be the single most important factor as only cash will allow affected businesses to...
Software is not a refuge. Faced with the complete collapse of its smartphone business outside of China, Huawei is trying to develop its own ecosystem but without any users, this...
Screen durability and price still hold back this enticing segment. Despite the cancellation of MWC, Huawei is going ahead with its device launches as planned with the new Mate Xs...
The USA makes up for recent ground lost. The US Department of Justice has stepped up its campaign against Huawei in a move that I think aims to dissuade other...
Samsung gives 5G a major boost. Samsung has launched its annual flagships for 2020 and the fact that all of them will support 5G at close to the same price...
Battery life drives the earnings iPhone had a very good bounce off the lows of FQ1 19 driven by a recovery in China but a less than enthusiastic reception by...
Xiaomi finds a bottom. Xiaomi has weathered Huawei’s market share gains in its home market extremely well which combined with growth in its ecosystem leads me to think that the...
Here we go again. The last time Samsung had a go at services the result was expensive and painful and resulted in a civil war inside Samsung that ended in...
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.
Huawei – Nowhere to run pt. XVI.
The West hardens further signalling a terrible 2020 and 2021. The combination of a U-turn by the UK, failure to get the extradition case against its CFO thrown-out, the loss...