Speaking of crazy charts… these great ones by Horace Dediu of Asymco are just bonkers.
In the first, you’ll see that Apple retains the top rank in profitability among mobile phone OEMs for the third straight year…
In the second chart, you’ll see that Apple snatched the revenue crown back from Samsung last quarter.
But the third one is the best. It’s not just that Apple is ahead in profit share, they’re destroying everyone else. That includes Samsung.
(And if you can’t see Sony, LG, and Motorola on that chart, it’s because they’re making little or no profit.)
Apple now makes an astounding 75% of the profit in the industry amongst their peers. That’s with just 9 percent unit share (smartphones and feature phones are combined), as Dediu points out. Amazing.
3 months ago
