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...
Too many moving pieces for a clear picture. TSMC reported excellent results as smartphone orders remained resilient and a boost in demand for servers, PCs and office equipment pushed the...
Big tech is just fine. Apple FQ4 19 – Accessories assemble Apple reported good FQ4 19 results as wearables and services offset a less than expected decline in iPhone shipments....
Acquiring Intel’s modem business now makes no sense. The WSJ (see here) is reporting that Apple is close to buying Intel’s modem business but given that Apple has accepted a...
Ultimately, the pressure proved too much for Apple. Apple and Qualcomm have settled their long-running dispute (see here) over patent royalties and chipsets in what looks to me to be...
A Christmas present from Germany. Qualcomm has struck another blow against Apple with a permanent injunction being granted against Apple which can only serve to further increase pressure on Apple...
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...
Reply to this post Apple will need help to pull this off. Apple has made no secret of its desire to become more vertically integrated,...
Reply to this post Now is the best time to clean house. Samsung’s chip business has driven yet another mighty set of results making it...
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.
Qualcomm & Samsung – Holding the line.
Qualcomm FQ3 2020 – Huawei joins the fold. Qualcomm reported good FQ3 2020 results as its original outlook has proved to be too pessimistic and 5G in China has picked...