FORTUNE -- "Tracking the mobile phone market hasn't been getting any easier," writes Asmyco's Horace Dediu, who does it as well as anyone. "The lack of published data from many incumbents (including the largest) is compounded by the lack of visibility into entrants."
Nonetheless Dediu managed Tuesday to publish what he calls a "fuzzy picture" of the market as measured by unit sales.
If he were graphing share of mobile phone profits, the picture would look very different. It would be dominated by Apple (AAPL) green (53%, according to Canaccord Genuity) and Samsung tan (50%).
That adds up to more than 100% because so many mobile phone vendors are losing money.
For the first time, says IDC, more smartphones were shipped than feature phones.
FORTUNE -- The headline of IDC's quarterly report on the state of the global mobile phone market Friday was that smartphone shipments, on the strength of their 41.6% year over year growth, overtook feature phones for the first time. The overall cellphone market, by contrast, grew an anemic 4%.
"Phone users want computers in their pockets," says IDC's Kevin Restivo.
With the usual caveat MOREPhilip Elmer-DeWitt - Apr 26, 2013 6:47 AM ET
|AT&T cuts prices again|
|Can Fox's reboot of 'Cosmos' find an audience?|
|Winners and losers of the bull market|
|The medical marijuana ad that never aired, despite contrary media headlines|
|How to tell your kid you can't afford her dream college|