asymco's Horace Dediu has released his latest calculations of revenue and profits in the global mobile phone industry, finding that Apple has increased its share of the top vendors' profits to 75%. Samsung followed in second place with 16% of industry profits while no other vendor accounted for more than 4% of profits.
Apple reached 75% of profit share, nearly 40% of revenue share and 9% of units share.
Apple and Samsung combined for about 91% of profits with RIM third at 3.7%, HTC fourth at 3.0% and Nokia last at 1.8% of a $15 billion total for the quarter.
Dediu's analysis covers eight top mobile phone vendors: Apple, Samsung, Nokia, Research in Motion, HTC, LG, Motorola, and Sony Ericsson. While the numbers do not include a few major players such as China's ZTE for which public numbers are not available, his analysis does provide a relatively solid picture of the industry.
According to Dediu's numbers, Apple has held the top spot in profits for 13 quarters in row since overtaking Nokia, and now dominates the industry with its 75% share of profits. Apple succeeds by generating high profitability on high-end devices, enabling it to take the majority of profits while still controlling less than 10% of unit sales.
Apple is entering its most significant leadership transition in more than a decade as multiple senior executives prepare to depart and CEO Tim Cook begins to shape the company's next generation of leaders, according to Bloomberg's Mark Gurman.
In the latest edition of his "Power On" newsletter, Gurman explained that Jeff Williams, who was viewed as Cook's potential successor for several...
Tuesday October 7, 2025 11:27 am PDT by Juli Clover
Apple today released new firmware designed for the AirPods Pro 3, prior-generation AirPods Pro 2, and the AirPods 4 models. The firmware has a build number of 8A358, up from 8A356.
There's no word on what's include in the updated firmware, but the prior 8A356 update added iOS 26 features to the AirPods Pro 2, AirPods Pro 3, and AirPods 4 with ANC. The software introduced better audio quality ...
Wednesday October 1, 2025 1:26 pm PDT by Joe Rossignol
iOS 26 was released last month, but the software train never stops, and iOS 26.1 beta testing is already underway. So far, iOS 26.1 makes both Apple Intelligence and Live Translation on compatible AirPods available in additional languages, and it includes some other minor changes across Apple Music, Calendar, Photos, and Safari.
More features and changes will follow in future versions,...
Monday October 6, 2025 11:56 am PDT by Juli Clover
With the second beta of iOS 26.1, Apple updated the design of alarms set on the iPhone, making them harder to dismiss than before.
Stopping an alarm in iOS 26.1 beta 2 requires a new Slide to Stop gesture rather than a simple tap. You can continue to tap to snooze an alarm, but if you want to turn it off entirely, you need to use a swipe.
Transitioning from a tap to a slide gesture to...
Monday October 6, 2025 5:05 am PDT by Tim Hardwick
A new iPad mini is "absolutely" on the way, according to Bloomberg's Mark Gurman. So what should we expect from the successor to the iPad mini 7 that Apple released a year ago?
Processor and Performance
Apple is working on a next-generation version of the iPad mini (codename J510/J511) that features the A19 Pro chip, according to information found in code that Apple mistakenly shared in...
After launching new iPhones last month, Apple is promoting iCloud+ with a prominent banner on its home page, in a bid to boost its services revenue. In addition to more storage, all iCloud+ plans include five perks for iPhone users.
As a refresher, iCloud includes 5GB of storage for free. If you want extra storage, you need to subscribe to an iCloud+ plan. In the United States, prices range...
Apple released the second beta of iOS 26.1 and iPadOS 26.1, introducing useful changes to alarms, multitasking on the iPad, and more. There are also subtle tweaks to some of the Liquid Glass design elements as Apple continues to refine iOS 26.
Alarms and Timers
Alarms set using the Clock app now have a slide to stop button rather than a tap to stop button on the Lock Screen. To snooze an...
Saturday October 4, 2025 8:19 am PDT by Joe Rossignol
Apple's website offers a list of nearly 200 new features and changes (PDF file) included in the software update, released last month.
Apple also shared equivalent lists for iPadOS 26 and macOS Tahoe.
iOS 26 is compatible with the iPhone 11 and newer. To install the update, open the Settings app on your iPhone, tap on General, and tap on Software Update.
Below, we have highlighted eight ...
Supplies of the 14-inch M4 MacBook Pro model appear to be constrained amid rumors that an upgraded M5 model could launch as soon as this year.
As noted by Bloomberg's Mark Gurman, custom configurations of the M4 MacBook Pro model have a delayed shipping date and will not be delivered to customers until October 23 to 28. The restricted supply could be an indication that Apple is planning to...
Anyway, Amazing that apple takes that much of the profit in this space. Selling similar or often inferior parts for a premium price works well. I hope others don't follow, it will slow down innovation.
You're not selling a device. You're selling User Experience and the ecosystem that's built around it.
Apple sells their smartphones for similar prices to everyone else (they even have cheapie models); they spend more on advertising than other handset makers (judging by the number of ads I see); and they dont get their OS for free! So making that much profit is a real achievement in efficiency and deal-making.
Ya because the 5 or 6 people that jump out of the 1.3 million+ that work there is such a huge percentage. Oh wait, if you actually do any research and read that the percentage is actually lower at Foxconn that the surrounding cities, and considerably lower that the suicide rate in the states just to compare a few. Or the fact any given day there are thousands of people waiting outside the gates hoping to get a job at Foxconn because most don't even have a job and hope they get lucky enough to land a decent job. Ya... let's not mention any of that though.
Then again what fun are forums if ignorance and hyperbol aren't running rampant?
As for the story at hand, I"m glad to see Apple doing well so that others will realize people will pay for quality products and services. I don't want some cheap plastic smartphone with half baked software, I rather enjoy a glass and aluminum phone. I don't mind paying for "style" in my electronics just as I don't mind paying for certain brands of clothes, cars, furniture etc... Apple has proven their marketing, engineering and innovations when done well, pay off. Hopefully others will stop trying to imitate and attempt build an entirely new mouse trap vs just trying to build a better version.
