More noise than bang. Arm has served Qualcomm with a notice that cancels its contract to sell Arm IP in its products, but because the notice period ends in the...
Apple will find a way out. Apple has received an unwelcome Christmas present as it faces a ban on importing Apple Watch products in The USA as a result of...
Apple fails to graduate from Hogwarts. It looks like Apple is giving up on its attempts to design an in-house 5G modem which is a big benefit to Qualcomm not...
Apple won’t be able to pick a fight in 2026. As I have long suspected, Apple is really struggling to make a high-quality 5G radio chip meaning that Qualcomm could...
Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G radio of its own which...
RISC-V is the only beneficiary of civil war. Arm has launched a strange-looking lawsuit against Qualcomm that looks like an attempt to earn higher royalties from one of its biggest...
Patents are no panacea. Huawei may be down, but it is far from out as it is now putting its efforts into replacing the revenues it is losing from US...
Patent counting is not an indication of reality. The notion that the number of patents that one holds is a refection of one’s contribution to a technology is deeply flawed...
Huawei extends an olive or thorn branch? No one is sure what to make of Huawei’s offer to license its 5G technology to a Western (read American) player and I...
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.
iPhone 16e – Pugilistic Intent
New modem needs to succeed to re-open hostilities. Apple has finally launched a phone that uses its own in-house 5G modem, but the real test of success will be whether...