RFM reviews Star’s 10-year vision report. The 10Forward (see here) from Star is an unusual report that encourages the reader to influence the outcome and is designed to ignite thought and debate as opposed to a turgid set of predictions. Star is a global technology consultancy that defines, designs and develops digital solutions and connected experiences for disruptive startups and...
AirPods Pro win a fairly ordinary event. With Apple Intelligence being the big new feature which will come to all iPhone 16 versions and the iPhone 15 Pro, Apple relied on the tried and tested camera features and faster silicon to entice users to pay up for the Pro version. Once again, has just about done enough to hang onto...
Arm & Apple. The biggest winner from the iPhone 16 launch today could be Arm because if Apple moves to the V9 architecture, it will provide a significant jump in the average price that Arm earns on every chip that it sells. Alongside its latest iPhone, Apple typically also launches a new chip to run the phone which this...
Aiming for a coalition of like-minded countries. Clamping down on technology exports to China has now become an annual event and this year takes aim at quantum computing and offers incentives for other countries indicating that the USA increasingly needs other countries to help it limit China’s rise as a technical, economic and geopolitical world power. The Bureau of Industry...
Where the companies go, the governments will follow. Yet another delay to the EV transition comes as no surprise as the criteria for mass adoption is still far away meaning that the EV targets set by governments across the world will also be pushed back significantly. Volvo Cars has pushed back its target to be fully electric indefinitely from...
Intel takes the fight to Qualcomm and AMD. Intel has formally launched its answer to the Qualcomm X Elite and AMD’s Ryzen AI 300 series and if its benchmarks are to be believed, the fight for the laptop market will be closer than anyone expected (including me). Lunar Lake was originally supposed to be released in 2025 but with...
Price and feature erosion are bad signs. One would have expected Anthropic’s latest innovation to be part of its premium tier, but the fact that it is free from the start is a sign that the race to the bottom kicked off by Meta is already beginning, which in turn may herald the bursting of the AI bubble. Anthropic...
USA gets revenge for Raimondo’s embarrassment. The Netherlands turned the screw on semiconductor equipment exports to China just as the US National Security Advisor was meeting with President Xi in what looks like perfect timing to remind China that it is not alone in being able to play the PR game. The government of The Netherlands has a relatively...
Beat but no real raise. Excellent results and guidance were met with disappointment from the fickle market which wanted to see yet another beat and raise and so while the AI boom remains very much on track, its failure to get even bigger has allowed a sliver of doubt to creep in. FQ2 25 revenues / EPS were $30.0bn /...
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 – The Price of Unreality
I think the price is so high due to the silicon. Huawei is goading Apple by releasing a completely new product just after Apple released more of the same but the $2,800 price is a sign that in reality, Huawei is really struggling to make products that have cutting-edge performance. Hours after Apple launched its iPhone 16 lineup, Huawei launched...