Interesting. Would this apply to Qualcomm, NVIDIA, and other licensees of ARM, or do they either not use the technology or have licenses? So far, the mainstream press hasn't picked up on this, so there's not much analysis out there.
A lot of people would have purchased Samsung phones regardless. Not everyone is looking solely for a larger screen. Believe it or not, some people prefer Android. As for the mid-range, it isn't very profitable. Samsung makes most of its profit from the same segment as Apple. Note that Apple still makes more money from mobile than Samsung, even with less than half the market share.
The other interpretation is that they should have just made fewer iPhone 5c and more iPhone 5s at the launch date. Not having product in stock seems to have hit US sales. The risk with making a $400 iPhone 5c is that it cannibalizes sales. Apple, unlike Samsung, isn't in a position to seek market share for the sake of market share.
If I understand correctly, the new AI iPad app will require a subscription after the first month, but the iPhone version will not? Why not offer an ad-sponsored version of the iPad app that continues to be free, or let us install the iPhone app on our iPads?