Locator: 49542APPLE.
If accurate, it's going to be very difficult to "justify" / "support" replacing Tim Cook in 2026. So, we'll see.
Generally speaking: Samsung's margins are significantly less than Apple's.
From the article:
Apple will (likely) ship around 243 million iPhone units this year versus 235 million shipments from Samsung.
Apple is likely to end up with a 19.4% share of the global smartphone market while Samsung’s share will be 18.7%.
Shipments refer to the number of devices vendors ship to retail channels and do not directly equal sales. However, they provide insights into demand and expectations of sales from smartphone makers.
Apple’s success is being driven by its iPhone 17 series launched in September, which, according to Counterpoint, had a “bumper” holiday sales season.
Sales of the iPhone 17 series in the U.S. — including the iPhone Air — during the first four weeks after launch was 12% higher than that of the iPhone 16 series, excluding the iPhone 16e, the research firm said. In China, a critical market for Apple, sales of the iPhone 17 series during the same period were 18% higher than its predecessor.
Meanwhile, Amazon has dramatically dropped the price of an entry-level iPad which is perfect for budget-conscious toddlers:
For those willing to spend a bit more, a much better choice is the Apple iPad AIR with the M3 chip -- an Apple AI chip, the 11-inch model, again, perfect for toddlers and other entry-level users is priced at $449, down from $599. Wow.
Our five-year-old each have an 11-inch iPad. One has a very, very old iPad; the other has a very, very new iPad Air. Neither of them sees any difference in either iPad and will use them interchangeably. The educational apps are phenomenal, of course, and they love watching Curious George when taking a break.
