Asymco's Horace Dediu has released his data on operating profits among the eight top mobile phone vendors for the first quarter of 2012, finding that Apple and Samsung together now hold 99% of the profits with Apple representing the lion's share at 73%. Apple's share was down slightly from 75% in the previous quarter, but Samsung boosted its share from 16% to 26% to shut out nearly all other vendors.
Among the other six vendors, only HTC managed to eke out a profit, taking 1% of the total industry profits. Research in Motion, LG, Sony Ericsson, Motorola, and Nokia each failed to turn a profit on their handset businesses.
The rise of Apple and Samsung at the expense of all of the other major vendors comes as the mobile phone market continues to expand and more expensive smartphones make up an increasing percentage of overall mobile phone sales. Consequently, Apple and Samsung share growth is coming even as the total pool of profits is surging. Over the past two years, profits taken by these top eight vendors has risen from $5.3 billion to $14.4 billion, driven in large part by carrier subsidies worth hundreds of dollars on each of the growing number of smartphones sold.
Sunday September 20, 2026 7:24 pm PDT by Joe Rossignol
In May, Apple agreed to pay $250 million to settle a U.S. class action lawsuit over Siri AI's delayed launch, and the settlement website is now live.
Apple will pay an estimated $25 per eligible iPhone to eligible customers, who can submit a claim via the settlement website between September 21 and December 21 of this year. The exact payment may be higher or lower than $25 depending on the...
Friday September 18, 2026 4:27 pm PDT by Juli Clover
The iPhone 18 Pro Max has a battery capacity over 20 watt-hours, which means there are additional shipping requirements. If an iPhone 18 Pro Max needs to be shipped somewhere, its maximum battery capacity has to be limited through firmware.
According to Apple, the iPhone 18 Pro Max uses an "innovative battery-firmware solution" that limits battery capacity to below 20Wh between when the...
Friday September 18, 2026 9:51 pm PDT by Juli Clover
Apple hardware engineering VP Tom Marieb spoke with TechRadar and shared some candid thoughts about Apple's upcoming iPhone Duo.
The iPhone Duo uses a matte nano-texture display, which is meant to cut down on glare and minimize the visibility of the crease. When asked if the iPhone Duo's crease would be more visible over time, as that's what tends to happen on other foldables, Marieb said...
As much as I don't like the current Nokia or Motorola phones, there needs to be more competition. Having Apple and Samsung covering most of the market between them is not a good thing for anyone.
Somewhere in 2010, we heard Apple has more than half of the industry profits (50%). Last year, we heard that Apple had approximately two-thirds of the industry profits(66%).
Now we hear that Apple holds approximately three-fourths of the industry profits, i.e. 75%.
It's truly incredible how a company that dominated so much of a market for a relatively long time, such as Nokia and RIM, can fall so rapidly into the abyss in a few years only. Likewise, it's amazing how the iPhone has risen to glory so fast. It's an amazing cel. phone, after all.
When you have a 30%-45% margin profits are easy to make.
Some may be thinking that achieving 30-45% margins on products that are better made and more functional than the competition yet still cost about the same is “easy.”
Tim Cook would disagree :) So would all those other companies.
As much as I don't like the current Nokia or Motorola phones, there needs to be more competition. Having Apple and Samsung covering most of the market between them is not a good thing for anyone.
Well then the nokias and motos of the world should try building something that someone wants to buy.
Apple's first foldable iPhone, with a book-style design featuring a 5.4-inch outer display and a 7.6-inch inner display with a minimal crease down the middle.
