iPhone Duo display deal could send Samsung $1.25B

forgeeks.net

3 pointsledoncool6 comments

Whatever Apple does in 2026, it's the competitors who cash in — Samsung on the displays, Google on Gemini running Siri AI.

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.

Or even 50% :(

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?

On the scale of a single company, that’s quite a lot. 0.4% only for one product, only from Apple.

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.

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