IDC's Ma Sees No Revolutionary Changes to Galaxy Note 8

The transcript discusses Samsung's new features, such as a dual camera and pen capabilities, which are seen as incremental rather than revolutionary. It highlights the potential impact of Apple's upcoming iPhone 8, which is rumored to be more innovative. The discussion covers the competitive landscape between Samsung and Apple, noting their product cycles now align more closely. Samsung's market strategy includes a diverse product range, from high-end to low-end devices, contributing to its overall success. Additionally, Samsung's role as a supplier to Apple is noted as a factor in its profitability.

In what ways do Samsung and Apple target different audiences according to the speaker?

What role does Samsung play in Apple's supply chain as mentioned in the text?