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I tend to agree, but also realize most phones run on razor thin if not negative margins. Stocks are all about looking long term, and as an investor I'd have co

I tend to agree, but also realize most phones run on razor thin if not negative margins. Stocks are all about looking long term, and as an investor I'd have concerns about the rise of RISCV or other 'free' ISAs on that horizon.

arcticbull 3y ago
Only Apple (85% of global profit share) and Samsung (12%) have positive margins on smartphones. [1] [1] https://macdailynews.com/2023/08/04/apple-iphone-dominates-with-85-smartphone-profit-share/ https://macdailynews.com/2023/08/04/apple-iphone-dominates-w...