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Isn't this similar to the PC market? The beige boxes became a commodity, and all profits went to Intel and Microsoft. Dell, Compaq, Gateway, HP, etc. all barely
by silverlake 11y ago
Isn't this similar to the PC market? The beige boxes became a commodity, and all profits went to Intel and Microsoft. Dell, Compaq, Gateway, HP, etc. all barely made money in the consumer market. How will Samsung, HTC, et. al differentiate their devices?
- Eric_WVGG 11y agoNot exactly. The profits went to Intel and Microsoft because they were figuratively selling ALL the computers. Apple is gobbling the profits in a different way. Samsung/HTC/others aren't failing to make money because their products aren't differentiated, it's because they're selling large numbers of low-end, low-margin products. The question is how they can compete with Apple on the high-end. Nobody's managed to do that.