Apple's Share of Cellphone Industry Profit Estimated at 32% for First Half of 2009
All Things Digital reports on research from analyst Toni Sacconaghi of Bernstein Research that shows Apple holding 32% of the cellphone handset industry's operating profits for the first half of 2009. Apple's profit share is driven by high average selling prices and high margins on the iPhone, which accounts for only 8% of industry revenue and under 2% of industry unit sales.
"Our analysis indicates that Apple's iPhone accounted for only 8% of handset industry revenues but 32% of industry operating profits in 1H09," Sacconaghi wrote in a note to clients today. "Even if we exclude the operating losses generated by Motorola and Sony Ericsson, Apple still accounted for 25% of industry profits. iPhone's success is akin to Apples position in the PC industrywhere the company enjoys an estimated 25% of industry profits, despite capturing only 6% of industry revenues."
The study follows on the heels of earlier estimates for all of 2008 from Deutsche Bank analyst Brian Modoff showing that Apple claimed 20% of the handset industry's profits. That earlier study had also estimated that Apple and Research in Motion's combined share of industry revenue would rise to 58% in 2009 from 35% in 2008, numbers which bear close resemblance to the first-half 2009 data released by Sacconaghi estimating the combined companies' share of profits at 54% (Apple 32%, Research in Motion 22%).
Popular Stories
Sunday September 25, 2022 2:27 pm PDT by
Sami FathiA YouTuber has put Apple's claims for the durability of the Apple Watch Ultra to the test by putting it up against a drop test, a jar of nails, and repeated hits with a hammer to test the sapphire crystal protecting the display.
TechRax, a channel popular for testing the durability of products, first tested the Apple Watch Ultra by dropping it from around four feet high. The Apple Watch...
Upon the release of the second-generation AirPods Pro, the AirPods Max became the oldest current-generation AirPods product still in Apple's lineup. Introducing several new features like Adaptive Transparency and the H2 chip, the second-generation AirPods Pro may provide some of the best indications yet of what to expect from the second-generation AirPods Max.
Almost two years later, rumors...
Sunday September 25, 2022 10:57 am PDT by
Sami FathiAs we approach the end of a busy product release season for Apple with only new iPads and Macs left to be announced over the next month or so, we're also setting our sights on 2023. Apple is rumored to have several major products in the pipeline for next year, including new Macs, a new HomePod, a VR/AR headset, and so much more.
Other than new iPhones and Apple Watches, which are expected...
Sunday September 25, 2022 6:50 am PDT by
Sami FathiApple may decide to release its remaining products for 2022, which include updated iPad Pro, Mac mini, and 14-inch and 16-inch MacBook Pro models, through press releases on its website rather than a digital event, according to Bloomberg's Mark Gurman. In his latest Power On newsletter, Gurman said that Apple is currently "likely to release its remaining 2022 products via press releases,...
The Apple Watch Series 8 and Apple Watch Ultra are now available to purchase, but if you aren't interested in these updates you can save a lot of money on Series 7 models right now on Amazon.
Note: MacRumors is an affiliate partner with Amazon. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site running.
The best deals are on cellular...
Sunday September 25, 2022 7:02 am PDT by
Sami FathiApple is gearing up to possibly replace its "Pro Max" iPhone with an all-new "Ultra" iPhone 15 model next year, reliable Bloomberg journalist Mark Gurman said today.
Writing in his latest Power On newsletter, Gurman said that for the iPhone 15, Apple is planning a revamped design alongside USB-C and a potential name change. Apple could replace its "Pro Max" branding, which it started to use...
Friday September 23, 2022 9:40 am PDT by
Sami FathiCustomers who personalize their second-generation AirPods Pro charging case with an engraving will now have that engraving reflected directly on iOS as they pair and connect their AirPods Pro. Apple allows customers to personalize their AirPods Pro charging case with a special engraving that can include select emojis and Memojis. Unlike before, starting with the second-generation AirPods...
Monday September 26, 2022 7:34 am PDT by
Sami FathiToday marks exactly two weeks since Apple released iOS 16 to the public. Besides the personalized Lock Screen, major changes in Messages, and new features in Maps, the update has also seen its fair share of bugs, performance problems, battery drain, and more.
After major iOS updates, it's normal for some users to report having issues with the new update, but such reports usually subside in...
Apple plans to release new MacBook Pro models in the fourth quarter of 2022, according to supply chain publication DigiTimes. The report does not mention specific models, but it very likely refers to the next-generation 14-inch and 16-inch MacBook Pros given that the 13-inch model was already updated earlier this year.
There has been uncertainty surrounding the timing of new 14-inch and...
