Apple 2.0

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Chart of the day: Apple and Samsung's mobile phone profits

August 22, 2013: 7:25 AM ET

Also share of mobile revenues and phones shipped, as estimated by Horace Dediu

Click to enlarge.

FORTUNE -- On Wednesday, when we posted Horace Dediu's "fuzzy snapshot" of the worldwide mobile phone market by units shipped, we wondered what the chart would look like if Dediu was graphing instead mobile phone profits.

We didn't have to wait long for an answer. The next day, Dediu's Asymco website offered a multipart graph of the revenues and operating profits of the most visible global phone brands since 2007.

The chart above, adapted from that graph, displays just the Apple (AAPL) and Samsung portions. It shows the trailing four-quarter average of shares of smartphones shipped, all mobile phones shipped, revenues and operating profits.

Dediu has also averaged the four factors into a single number he calls the AMP index (Asymco Mobile Performance), a measure of the total value generated by each of major vendors.

Note that although Apple still captures, by Dediu's estimates, between 60% and 70% of the world's mobile phone profits, Samsung has overtaken it by AMP.

For the full chart, see Dediu's AMP Index Update.

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About This Author
Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

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