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by dangus
678 days ago
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I disagree that Samsung’s main source of profit and growth for their smartphone business is the smartphones themselves, at least if we zoom out to the long term. Those are commoditized hardware devices. Each new generation of phone is less compelling than the current one because the product is essentially “done,” much like a microwave or toaster. Samsung will make more money from you if they can sell you cloud services and other ecosystem stuff, just like Apple does with their platform. Just look at how much revenue Apple’s services business brings in as a proportion of their business, at a much better margin than hardware sales. https://www.statista.com/statistics/382260/segments-share-re... Services are rapidly growing as a proportion of Apple’s electronics business and I suspect that Samsung is similar if they’re playing their cards right. There’s going to be a point where Samsung really doesn’t care if you have an old phone or not, as long as you are using Samsung services for your digital life. |
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