2 points | by ledoncool an hour ago
3 comments
Whatever Apple does in 2026, it's the competitors who cash in — Samsung on the displays, Google on Gemini running Siri AI.
Apple still has their 30% margins on top of whatever they give, like always. And has used Samsung and other parts since always.
They, on the other hand, have razor thin, mass retail, margins, for what they sell to Apple.
So? It's an insignificant amount compared to Samsung/Apple scale revenues. Samsung's revenue for 2025 was 233 billion. They get 0.4% more. So?
Whatever Apple does in 2026, it's the competitors who cash in — Samsung on the displays, Google on Gemini running Siri AI.
Apple still has their 30% margins on top of whatever they give, like always. And has used Samsung and other parts since always.
They, on the other hand, have razor thin, mass retail, margins, for what they sell to Apple.
So? It's an insignificant amount compared to Samsung/Apple scale revenues. Samsung's revenue for 2025 was 233 billion. They get 0.4% more. So?