Comment by blah32497

But it's a fundamentally uneven relationship.

If Apple starts getting marketshare, Apple wins and Samsung wins.

If Android starts getting marketshare. Samsung wins and Apple loses.

I bet each production cycle Apple starts threatening it will manufacture its own chips and it starts to feed the rumor mill. Samsung gets nervous and gives them a very good deal.

Even if Samsung's profit margin drops significantly, it's still going to look much much better to the markets than if they lose their Apple contract.