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I think 'eating' into may be mischaracterizing things. A decrease in Apple's profit share when total profits are increasing doesn't necessarily mean Samsung is
by roc 14y ago
I think 'eating' into may be mischaracterizing things. A decrease in Apple's profit share when total profits are increasing doesn't necessarily mean Samsung is taking anything away from Apple.
It's entirely likely that Samsung is simply dominating the formerly-fractured not-Apple side of the market, consolidating sales under its masthead and, unlike RIM, HTC, et al is doing so profitably.
Given that Android device sales were growing incredibly rapidly during a time when no manufacturer was making much profit on them, I think Apple's profit share has been overstated for some time. It was only a matter of time until someone figured out how to make money selling to the slice of the market that Apple ignores.