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I agree that establishing causality is very difficult and especially when it comes to the advertising business.

Nevertheless, my point is that when it comes to high end Android phones it is starting to look like a commodity market. So in my opinion the only way to explain Samsung's success is either their ad spending or sheer luck, which may as well be a really good explanation.



My point is that, as with PCs, which have been commoditized for decades, Samsung's success is mainly a product of vertical integration. In fact I'd cite their recent mobile handset launch events as a prime example of marketing and advertising spending gone off the rails.

I also compared them with Intel for a reason. Intel wins because they can simultaneously push chip and chip fab technology. That's an explanation that can put most people to sleep by the fourth word. And yet, once it was a small enough part of their budget, they went into the ad market, spent tens of millions, and bought brand recognition. It was a check-off item.




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