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.
Apple is planning to debut a high-end secondary version of AirPods Pro 3 this year, sitting in the lineup alongside the current model, reports suggest.
Back in September 2025, supply chain analyst Ming-Chi Kuo reported that Apple is planning to introduce a successor to the AirPods Pro 3 in 2026. This would be somewhat unusual since Apple normally waits around three years to make major...
Tuesday January 20, 2026 2:34 am PST by Tim Hardwick
Over the last few months, rumors around the iPhone 18 Pro's front-panel design have been conflicted, with some supply-chain leaks pointing to under-display Face ID, reports suggesting a top-left hole-punch camera, and debate over whether the familiar Dynamic Island will shrink, shift, or disappear entirely.
Today, Weibo-based leaker Instant Digital shared new details that appear to clarify the ...
Sunday January 18, 2026 3:51 pm PST by Joe Rossignol
iOS 27 is still many months away, but there are already plenty of rumors about new features that will be included in the software update.
The first beta of iOS 27 will be released during WWDC 2026 in June, and the update should be released to all users with a compatible iPhone in September.
Bloomberg's Mark Gurman said that iOS 27 will be similar to Mac OS X Snow Leopard, in the sense...
Sunday January 18, 2026 6:50 pm PST by Joe Rossignol
MacBook Pro availability is tightening on Apple's online store, with select configurations facing up to a two-month delivery timeframe in the United States.
A few 14-inch and 16-inch MacBook Pro configurations with an M4 Pro chip are not facing any shipping delay, but estimated delivery dates for many configurations with an M4 Max chip range from February 6 to February 24 or even later. At...
Wednesday January 21, 2026 10:54 am PST by Joe Rossignol
In addition to updating many of its existing products, Apple is expected to unveil five all-new products this year, including a smart home hub, a Face ID doorbell, a MacBook with an A18 Pro chip, a foldable iPhone, and augmented reality glasses.
Below, we have recapped rumored features for each product.
Smart Home Hub
Apple home hub (concept)
Apple's long-rumored smart home hub should...
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.
