Jan Dawson at Jackdaw Research has a great post about Samsung up today, arguing that the companys future rests on turning around the struggling mobile division. Its an interesting argument, but this insane chart in the middle is the real story: there isnt a single consumer electronics company or major division outside of Samsung or Apple thats posted above a 10 percent operating margin for the past two years. Meanwhile, Apples operating margin has averaged around 30 percent for the past two years, falling to a low of 27 percent in Q2 2013 and most recently coming in at 28.84 percent.
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