Episode 737 • • 40:23 - 45:08
737: Sculley and Heil
Apple iPhone, Vertical Platforms and Samsung's Decline
Sculley predicts the future of the iPhone, suggesting Apple is moving toward vertical platforms like HealthKit and HomeKit to maintain high margins. He contrasts Apple's strategy with Samsung, which he believes is being "killed" by high overhead and competition from cheaper Chinese brands like Xiaomi. Sculley anticipates Samsung will eventually retreat from high-performance smartphones back into component manufacturing.