As if anyone needed to be any more skeptical of tech media/bloggers. Or Strategy Analytics for that matter.
As illustrated by Daniel Eran Dilger (and helpfully further publicized by Fortune’s Philip Elmer-Dewitt), it turns out that inferences have nothing on facts (and much stronger inferences that may as well be fact, such as iPhone GM being a bit higher than the rest of Apple’s revenue base).
Could Samsung successfully continue mix-shifting to higher-margin handsets like the S4 and increase profitability further with unit sales growth? Sure! But, well, Apple can still grow the iPhone business too (even as I wonder if an “intentional” shift to address the lower-priced smartphone market may be underway in the coming years).
“Profit Wars” is far from over.