Samsung Earnings: Bright Spots Are in Components, Not Phones

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Samsung is doing OK but it’s not because of smartphones, says Roger Cheng, Executive Director at CNET.

Apple and Samsung are frenemies. Apple uses Samsung components, so Samsung does well when Apple does well. However, Apple’s iPhone are clear winners over Samsung phones. The Samsung Galaxy S6 flagship phone was a disappointment.

Chinese phones are undercutting the low-end market. Chinese vendors are able to put out phones at a much cheaper price.



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