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The profits from Samsung mobile business are something like 20x those from their electronic component division.

• seanmcdirmid 14y ago
  This. Also, Samsung's mobile biz is heavily firewalled from Samsung's component biz, which allows them to make money selling parts to Apple while also competing with them, and allows Apple to sue mobile without ruining their relationship with component. Dell suffers because the only innovation they every truly had was supply-line streamlining, but they've been totally blown away by Apple's Cook + the move to China, to the point that they don't have any advantages these days. They never bothered much with R&D, and now they are dead because of that.
  • lostlogin 14y ago
    Is it really possible that Apple orders aren't seen or discussed across divisions on or off the record? It seems very unlikely that the phone guys have no idea what Apple is up to.
    • seanmcdirmid 14y ago
      Ya, but you would have that problem with anyone you outsource to. At least they don't trust Samsung with assembly.