This is stupendously regarded. Everywhere I look it's either Samsung or Apple, with Google sprinkled in. Samsung is constantly pushing out new things and Apple is right there with them. We're getting closer and closer to the point people won't really need personal computers so long as security is locked tight on their phones. Buy a sweet display from Dell or LG and a hub for a mouse and keyboard and you're good to go.

Phone demand will continue going up next year with a slowdown the past few as more and more of the world opens up beyond COVID. People will continue buying the latest and greatest to keep up with the Jones'.

I think an untapped market with increasing healthcare costs is the watch market which Apple and Samsung have been working on winning. If there's a loser there, it's going to be Garmin IMO. Some insurance companies were giving out free fitbits to get people incentivized to get healthier/walk more.