Apple makes rich… Samsung. It seems like a joke, but it's not: the sales of the new iPhones, the 8, 8 Plus and X models, will certainly benefit Cupertino (the eagerly awaited iPhone X will be sold for the record figure of 999 euros) but also its bitter rival on the global smartphone market. In fact, it is no coincidence that the Samsung stock, following the presentation of the competitors' latest jewel, is rising on the Seoul Stock Exchange. The reason is simple: the Korean house is practically the only large-scale world producer of the latest generation OLED screens, which are components of all the latest iPhones presented by Tim Cook.
This will pay off for Samsung the beauty of 120-130 dollars for each smartphone sold by Apple, or 15% about the total, if compared to the price of the iPhone X, the most expensive and probably also the most coveted. A particularly generous price, which is also at the origin of the increase in the price of the iPhone, usually sold in the past for around 700-800 dollars, depending on the model: this is because the previous screens, in LCD technology, consumed more battery but cost Apple only $50 on each piece produced.
The “grind” for Cupertino is that Samsung currently holds 89% of the OLED screen market, practically a monopoly that is difficult to get around: according to UBI Research, in 2020 Koreans will still control 72% of the lucrative market segment. And that's not all: the Samsung subsidiary Electro-Mechanics has supplied Apple with the MLCC capacitors, as well as the PCB circuits. Indeed, and this is claimed by the Korean press, even the batteries of the new iPhones would have been produced by Samsung SDI.
Practically an almost full-blown partnership, which does nothing but swell the accounts of Samsung (which this summer recorded a quarterly with a record profit), and investors know this too, who in fact they have been rewarding the title since well before the release of the latest iPhones: since January of this year the stock of the Asian giant has already gained 40%.
