> Samsung makes (excellent) screens for iPhones, which are huge competitors to Samsung's own flagship phones, but Samsung still seems happy to take the profits

> Samsung makes (excellent) screens for iPhones, which are huge competitors to Samsung's own flagship phones, but Samsung still seems happy to take the profits from the screen sales. What markup does Apple pay for Samsung OLED displays compared to Samsung’s other OLED customers? I think this is highly relevant if you want to use it as an example. Because if the markup for Apple is 5x that of other buyers of Samsung OLED displays then you certainly can’t say Samsung is “happy” to sell them to Apple. Same for nVidia-owned-ARM: if they’re happy to sell ARM licenses at 5x the previous price, then that will surely increase sales for nVidia’s own chips. I guess my overall point is: a sufficiently high asking price is equivalent to a refusal to sell.