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Samsung launches thin S25 Edge as Apple reportedly prepares the iPhone 'Air'

1. Samsung launched the Galaxy S25 Edge, emphasizing thinner smartphone designs. 2. Samsung aims to sustain sales against competition from Apple and Chinese brands. 3. Demand for smartphones is expected to decrease due to seasonal trends. 4. Apple is reportedly developing a thinner iPhone 17 Air to compete. 5. Samsung's launch may be a preemptive move against Apple's upcoming phone.

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FAQ

Why Neutral?

While competition is intensifying, Apple's upcoming product aligns its strategy without immediate financial implications.

How important is it?

Increased competition from Samsung could affect AAPL's sales; however, Apple’s robust brand loyalty mitigates risks.

Why Long Term?

The introduction of thinner models will influence future consumer preferences, potentially impacting Apple's market position.

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