Busy floors, apocryphal autonomous driving Floor report – Orderly business The floor was even busier on Day 2 than it was on Day 1 but the chaos that usually accompanies this has not materialised. Meetings and catch-ups are not getting moved or shuffled around and everyone is turning up pretty much on time for everything. This is an unusual turn...
Generative AI is not yet ready for the consumer Prototype to product The halls are busy and the queues are long but what is different in 2025 is the change in maturity of the products that are on display. Most of the time one sees prototypes stuck together with tape and chewing gum which work some of the time and...
AI takes over. CES 2025 Outlook – The AI have-nots Automotive will play second fiddle this year as CES 2025 is going to be dominated by AI whether one likes it or not. A great example of this is Google which has updated its smart TV OS to include Gemini-powered news summaries called News Brief which scrapes YouTube and the...
RFM returns for one more update before CES 2025 Qualcomm wins, but not entirely. The jury has delivered Qualcomm a significant win in its battle with Arm and while Arm still has an avenue to continue to fight, its path to an eventual victory is now far narrower than it was. The problem for Qualcomm is that it does not...
Radio Free Mobile wishes its readers a happy Christmas and new year. RFM will return for CES 2025
I still think the dispute will settle. The dispute has gone to trial with both sides scoring points, but the outcome remains pretty uncertain where the outcome of this trial is likely to form the basis of a settlement. Much of the detail of this legal fight is fairly confusing but it essentially boils down to a fight over royalty...
The time for talk is over. The outlook for 2025 is for another very bleak year where China falls even further behind the West, meaning that to turn things around, the Chinese state will have to do far more than just talk stimulus and investment. China retail sales for November 2024 were significantly worse than expected growing 3% YoY which...
Google and Samsung are getting closer. Google has finally launched its play for The Metaverse with the launch of Android XR where it has sensibly decided to leave the hardware to Samsung and Qualcomm in what may be the beginning of the end of Google making consumer devices. Google has launched Android XR which is a version of Android that...
Project Astra is all about self-preservation. Google’s latest models show incremental improvements in a sign that the scaling effect is slowing down but Google is making an early move towards AI agents which I see as a strategy to defend its dominance of the Android platform. Google has launched Gemini 2.0 which, by the observable data, offers an incremental improvement...
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.
CES 2025 Day 3 – Into the Weeds
China increases its presence a bit and BMW pushes back on Apple. China – Economic Necessity Once again at CES, China is everywhere and nowhere at the same time as the vast majority of its technology industry remained absent even though almost all the products on display are made there. This has been the status quo for a few years...