Thursday, 6 April 2017

Apple Can Beat Samsung This Time

Apple survives largely off the iPhone today, and Samsung is trying to recover both from its burning phone problem and from its top executive being arrested on bribery charges. Neither firm can afford a big loss to the other, and Samsung just came out of the gate with one hell of an opening salvo.
A big difference is that Apple can focus on product, while Samsung has to restore its image, and that is a far harder thing to do.
I'll share some thoughts about this coming battle and close with the closest thing in market to an iPod-like device, although it doesn't play music



Apple no longer controls the smartphone market, though. Control now is shared -- and firms using Google's Android platform represent a significantly larger share. In this new Android-led world, Samsung has been the company to beat.
The long-term problem for Apple is that Apple's margins are industry-leading but Samsung's aren't. That means Samsung and others can put more into their phones and still charge less. That's why the S8 is so scary. It is a technology showcase that Apple can't match unless it cuts into margins, and Apple can't do that without collapsing its valuation.

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