Apple’s first foldable phone has just appeared, and sales first rose—not for Apple, but for Samsung. Galaxy Z Fold 8’s local sales increased this week, according to industry insiders.
It sounds plain, but it’s interesting: people truly convinced by foldable screens don’t necessarily pay right away—they first go find a machine that’s already been sold for a few generations. Apple effectively advertised for the entire industry, while Samsung took the orders. The “old hands” in the supply chain had long figured it out: the first wave of dividends from new technology often lands in someone else’s hands—where there’s no risk of experimenting, only mature pricing.
To judge this business, you look at whether, after Apple goes on sale, Samsung’s share gets pulled away—or whether it gets expanded. The competitor spends money to educate the market, while you’re the one doing the collection. That deal isn’t bad.
The real suspense isn’t in the specs, but in who the buyer’s second phone will be from.
Scan the QR code below 👇 to join the group. In the group, we share real daily data on consumer electronics and the supply chain—who is educating the market and who is harvesting the orders. We’ll lay it out and calculate.
#消费电子 #供应链 #Competition
It sounds plain, but it’s interesting: people truly convinced by foldable screens don’t necessarily pay right away—they first go find a machine that’s already been sold for a few generations. Apple effectively advertised for the entire industry, while Samsung took the orders. The “old hands” in the supply chain had long figured it out: the first wave of dividends from new technology often lands in someone else’s hands—where there’s no risk of experimenting, only mature pricing.
To judge this business, you look at whether, after Apple goes on sale, Samsung’s share gets pulled away—or whether it gets expanded. The competitor spends money to educate the market, while you’re the one doing the collection. That deal isn’t bad.
The real suspense isn’t in the specs, but in who the buyer’s second phone will be from.
Scan the QR code below 👇 to join the group. In the group, we share real daily data on consumer electronics and the supply chain—who is educating the market and who is harvesting the orders. We’ll lay it out and calculate.
#消费电子 #供应链 #Competition
