Sources: Samsung [PDF], Supply Analytics
quote: That's why Apple is suing everyone like crazy, because it's too easy to make a product that does the same thing.
quote: Samsung has an even better supply chain advantage than Apple,
quote: All these factors - impending x86 tablets (and probably smartphones), Samsung taking over Sony as the premier overall CE brand, Android catching up - point to reduced margins.I don't think Apple will collapse like Sony did, but they won't keep up the insane margins. Also working against them is the fact that their biggest cash cows are in markets that amplify cost differences: a $500 phone vs a $600 phone is advertised as $100 vs $200 with contract.So no, Apple can't keep up these margins in the long term.
quote: Apple's fat iPad profit margin will last only 1-2 years more.