Samsung's consumer electronics division isn't anywhere near as defensible as Apple's - they have little differentiation from other Android device makers which c

Samsung's consumer electronics division isn't anywhere near as defensible as Apple's - they have little differentiation from other Android device makers which can be seen in the constantly fluctuating leaderboards of Android manufacturers (see Oppo and Huawei jumping 40% YoY). If Samsung had their own OS + software technologies that differentiated them from any other electronics manufacturer, and offered their own services on top of that that made billions, and had a large developer base that was all-in on building software on their platform to further differentiate them from others, they might have a stronger business. As it stands, Samsung is just treading water in a zero sum smartphone business.