Bajarin’s piece, posted Wednesday behind the Tech.pinions paywall, is called Peak Samsung. Thompson’s, posted the day before on his Stratechery site, is titled Smartphone Truths and Samsung’s Inevitable Decline.
They both start with the bad news Samsung released Tuesday — slowing smartphone and tablet sales leading to a 24% earnings decline year over year.
And they both, in their own way, say “I told you so.”
Thompson runs through a long list of bulleted items before landing on the broader point:
I consider both pieces must-reads for anyone watching the smartphone market. Bajarin’s work is always worth the price of admission (25 cents per piece, $5 per month, $50 per year).