July 27

AAPL: 150.56

-2.90

Samsung has just reported its highest quarterly profits of all time, hitting $12.65B in the quarter ending in June – putting it ahead of Apple’s projected profits of around $10.54B.

Samsung shares also out-performed AAPL in the last twelve months, gaining 63% against 59% for the Cupertino company …

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July 24

AAPL: 152.09

1.82

At this point, it is well known that the iPhone 8 (or iPhone Pro, or whatever it’s called) will feature a new (5.8-inch) OLED screen. Reports indicate that this display will be exclusively manufactured and supplied by Samsung, as Samsung currently dominates global supply of phone-sized OLED panels. Apple is never happy to depend on just one supplier for a critical iPhone component, not least it’s arch-rival in the tech landscape.

According to a new article from ET News (via Digitimes), Apple has bought CVD machines and has setup a research & development line in Taiwan dedicated to OLED screen technology. It aims to ultimately expand the OLED supply chain beyond just Samsung, although it’s unlikely that Apple itself would actually do the raw component manufacturing …

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July 20

AAPL: 150.34

-0.68

Apple today has received support from a handful of tech companies in its ongoing legal dispute with Qualcomm. As reported by Reuters, the Computer & Communications Industry Association, which consists of tech companies such as Samsung, Intel, Google, Amazon, and more, today filed comments with the U.S. International Trade Commission arguing that an import ban on iPhones would hurt consumers…

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July 19

AAPL: 151.02

0.94

With Samsung yesterday reported to be gearing up to win back some of Apple’s A-series chip production from next year, TSMC is today said to be boosting its own plans to make processors for the 2018 iPhone.

TSMC last year became Apple’s sole supplier of its A-series, in large part due to its lead in ever-smaller chips. The iPhone 8 is expected to use a 10nm process, meanwhile the Taiwanese chipmaker is offering a 7nm process for next year’s iPhone …

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July 18

AAPL: 150.08

0.52

A report out of Korea says that Samsung – dropped by Apple as a supplier for iPhone processor chips last year – will once more share production with TSMC from next year.

Apple used to split its A-series chip production between Samsung and TSMC, until switching exclusively to the Taiwanese company for the iPhone 7. TSMC kept its exclusive contract for the upcoming iPhone 8, but Samsung has reportedly succeeded in winning orders for the 2018 iPhone thanks to two factors …

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July 7

AAPL: 144.18

1.45

Samsung has forecast that its Q2 profits will easily set an all-time record for the company. While sales of its flagship S8 smartphone will play some role, the bulk of these profits are expected to come from chip and display panels – with Apple its largest single customer …

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July 6

AAPL: 142.73

-1.36

Apple suppliers are apparently facing issues with production of the new storage chips destined for the 2017 iPhone series, the all-new-design iPhone 8 and the iterative iPhone 7s devices (which will look similar to the current iPhone 7 and iPhone 7 Plus, but with glass backs).

The Digitimes report claims that SK Hynix and Toshiba have fallen short of production by as much as 30% due to poor yields of the 3D NAND chips. Apple has apparently turned to Samsung to pick up the shortfall …

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July 4

AAPL: 143.50

-0.52

June 30

AAPL: 144.02

0.34

Samsung is said to be building the world’s largest OLED production plant as it seeks to meet future demand for displays for the iPhone 8 and beyond. The report comes after the company reportedly shared its plans with manufacturers of production equipment needed for the plant.

However, while Samsung is believed to be the sole supplier of displays for the iPhone 8, there is no guarantee that it will retain this position for subsequent OLED models …

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June 26

AAPL: 145.82

-0.46

June 15

AAPL: 144.29

-0.87

The latest Kantar data shows that the iPhone 7 and 7 Plus remained the top-selling phones in the USA for the three-month period ending in April, with a combined market share of 20.1%. Total iPhone share grew 5.8 points year-on-year to hit 36.5%.

Samsung didn’t fare so well, though there was also some mixed news for Apple …

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June 9

AAPL: 148.98

-6.01

Curved widescreen monitors are all the thing these days, and Samsung has just upped the stakes with a mega 49-inch wide HDR model aimed primarily at gamers. The company says that it’s the world’s largest widescreen monitor.

The Samsung CHG90 is the top end of a trio of new models just announced by the company: 27-, 32- and 49-inch QLED screens – which are LCD panels lit by LEDs …

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May 23

AAPL: 153.80

-0.19

The latest Gartner data (below) shows that both Apple and Samsung lost market share in the first quarter of the year as Chinese brands continued to increase their sales.

iPhone sales actually grew very marginally year-on-year, but the market as a whole grew 9% in the same period, resulting in the decrease in market share. Apple saw its global share fall from 14.8% to 13.7%, but market leader Samsung was hit harder …

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May 13

AAPL: 156.10

2.15

Apple is currently engaged in a high-profile legal battle with Qualcomm centered on patent royalties. Apple struck first back in January and has since expand its lawsuit to additional countries, while Qualcomm has officially hit back with a countersuit.

While the Federal Trade Commission had originally stated that Qualcomm had monopolistic like qualities, the trade group this week has yet again slammed the chip maker…

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May 11

AAPL: 153.95

1.32

Samsung’s Tizen just overtook Android Wear’s market share, but Apple still dominates the market

Smartwatches are one of the most personal pieces of tech someone can use day-to-day. Not only does it come down to the style of the device, but also the look and feel of the operating system. For Apple users, the obvious choice is the Apple Watch, but other options are available as well. Today it has been revealed that Samsung’s smartwatch OS, Tizen, has surpassed Google’s Android Wear, but it still falls far behind Apple’s option.

May 5

AAPL: 148.96

2.43

iPhone shipments fell by 15% year-on-year in China during the first quarter of the year according to Counterpoint Research data. Apple saw its market share in the country fall from 12.3% in Q1 2016 to 10.1% Q1 2017.

The main reason for the fall at a time when smartphone sales in China are still growing was far stronger competition from local brands …

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May 2

AAPL: 147.51

0.93

April 18

AAPL: 141.20

-0.63

Analyst Ming-Chi Kuo of KGI is out today with a pair of new reports, this time relating to Samsung and its Galaxy S8 and upcoming Galaxy Note 8. Despite once saying that the Galaxy S8 “lacked attractive selling points” compared to the iPhone 8, Kuo is raising his shipping estimates for the device.

Kuo also notes of the upcoming Galaxy Note 8 that Samsung is expected to unveil later this year and how the device will compare to the iPhone 8…

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April 17

AAPL: 141.83

0.78

A report out of Korea claims that Samsung will not only be manufacturing the OLED screens for the iPhone 8, but also playing a key role in the supply chain management for related components.

Samsung Display, the display-making unit of Samsung Electronics, is the only panel maker globally that mass-produces OLED panels for smartphones. Its market share stands at a whopping 95 percent currently. Because Apple is still less experienced in OLED, the display maker is said to be playing a key role in the overall supply chain management that consists of its own key parts suppliers …

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April 11

AAPL: 141.63

-1.54

Trendforce data seen by us suggests that Samsung overtook Apple in Q1 smartphone sales even before the company’s new flagship Galaxy S8 landed in stores in Q2. Most of the gains made by the company were, however, thanks to lower-end devices.

Samsung’s sales results for its high-end smartphones fell short of expectations in the first quarter as consumers’ confidence in the brand had yet to fully recover from the recall of Galaxy Note 7. Nevertheless, Samsung continued to do very well in the mid-range and low-end segments of the market. The economically priced, high-performing Galaxy J series sustained Samsung’s shipments and contributed significantly to the expansion of the brand’s overall smartphone production volume. Samsung was the only brand that saw positive growth in production volume during the off season of the first quarter.

Trendforce also predicts that Samsung and other Android manufacturers will already start to see weak sales in Q2 as consumers wait for the iPhone 8 …

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