iPhone Duo display deal could send Samsung $1.25B(forgeeks.net)

3 pointsby ledoncool9 hours ago2 comments

kuuuzya9 hours ago
Whatever Apple does in 2026, it's the competitors who cash in — Samsung on the displays, Google on Gemini running Siri AI.
- coldtea9 hours ago
  Apple still has their 30% margins on top of whatever they give, like always. And has used Samsung and other parts since always.
  They, on the other hand, have razor thin, mass retail, margins, for what they sell to Apple.
  - YouDontKnow25 hours ago
    Most uninformed comment of the day goes to Coldtea on Hack News
  - ledoncool7 hours ago
    Or even 50% :(
coldtea9 hours ago
So? It's an insignificant amount compared to Samsung/Apple scale revenues. Samsung's revenue for 2025 was 233 billion. They get 0.4% more. So?
- ledoncool7 hours ago
  On the scale of a single company, that’s quite a lot. 0.4% only for one product, only from Apple.
  - coldtea6 hours ago
    They sell to dozens of major companies, plus sell their own retail.
    An added 0.4% revenue for selling the most expensive part (the display) of the new flagshit product, for the most popular high end phone line in the world, sounds about right.