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Comment by vessenes

8 hours ago

Meanwhile Apple iPhone sales were up 23% YoY end of last year. It'll likely be a good year for Apple, with a little more room in margin to make some plays, and a lottt of cash.

That was last year when the DRAM price crisis hadn't happened yet...

  • 8th sentence of TFA:

    > By contrast, Apple and Samsung are better positioned to navigate this crisis. As smaller and low-end-positioned Android vendors struggle with rising costs, Apple and Samsung could not only weather the storm but potentially expand market share as the competitive landscape tightens.”