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.
Monday September 7, 2026 5:01 am PDT by Tim Hardwick
Apple is set to unveil new iPhone 18 Pro and iPhone 18 Pro Max models on Wednesday, September 9, and the devices are expected to feature a design that's largely similar to the iPhone 17 Pro models, with a peppering of enhancements inside. Major changes are not expected until next year, when Apple is expected to introduce a radically redesigned 20th-anniversary iPhone.
If you're thinking of...
Tuesday September 8, 2026 10:24 am PDT by Tim Hardwick
Apple's biggest event of the year is almost here, and all eyes are on Cupertino. With the first foldable iPhone expected to headline Apple's "Surprise and Shine" event on Wednesday, September 9, at 10:00 a.m. Pacific Time, the rumor mill has been running full throttle, fuelled by the biggest single design change in the life of the iPhone.
To get you up to speed, here's a quick reference...
Ahead of the announcement of the Apple Watch Series 12 and Ultra 4 later this week, code in the watchOS 27 and iOS 27 betas points to a series of new features for the product line.
The information comes from a new post from MacRumors forums member "pdfu." The findings include:
New "Readiness" app: An all-new separate Watch app referred to in code as "Readiness," distinct from the...
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.
