FORTUNE -- "How Samsung is beating Apple in China," read the headline on the Reuters newswire Friday. The piece quoted Tim Cook high up describing China as a huge opportunity for Apple "over the arc of time."
"But time looks to be on the side of rival Samsung Electronics Co Ltd," the story continued, cleverly using Cook's words against him and noting that Apple's revenue in Greater China fell 43% sequentially last quarter and 14% year over year.
"It's not totally clear why that occurred," Cook said on a conference call with analysts.
The Reuters piece -- written by Melanie Lee and Miyoung Kim from Seoul and Guangzhou, China -- would have you believe that the reason it occurred was as plain as the nose on Tim Cook's face: Samsung.
But data released the same day by IDC and Strategy Analytics tell a different story. It's not just Samsung that's eating Apple's lunch in China, it's LG, ZTE, Lenovo, Alcatel, Huawei and others too small and numerous to name in charts of the world's top smartphone vendors.
Although Samsung continues to lead the world in the number of smartphones shipped -- 72.4 million in the June quarter, according to IDC, more than double Apple's (AAPL) 31.2 million -- Samsung is no longer the growth leader.
LG and ZTE's shipments more than doubled year over year last quarter, albeit from a much smaller base than Samsung's. Others may have grown even faster, according to IDC's press release:
"Several vendors, including Alcatel and Huawei, had high double- and triple-digit growth rates in the second quarter for their Android-based offerings shipped to high-growth countries such as China and India. In 2Q13, these vendors from outside the Top 5 accounted for 44.8% of the overall shipment volume, up from 42.2% in the same quarter one year ago."
"The story is no longer Apple versus Samsung," Forrester's Bryan Wang, told the New York Times. "Going forward, they will both face similar challenges."
A $45 million lawsuit suggests that Samsung also spends a fortune on refrigerator ads.
FORTUNE -- We've learned a couple of things since November when Asymco's Horace Dediu surprised us with his estimate that Samsung spends more on marketing than Apple (AAPL), HP (HPQ), Dell (DELL) Microsoft (MSFT) and Coca Cola (KO) combined.
1. We learned that Dediu's estimate was a few billion dollars short. According to the update he posted Tuesday MOREPhilip Elmer-DeWitt - Apr 4, 2013 8:32 AM ET
One hot new smartphone is now "readily available" for Christmas. The other ain't.
FORTUNE -- Both smartphones were highly anticipated and well-reviewed. Both were made available for online orders and quickly sold out.
But one -- Apple's (AAPL) iPhone 5 -- overcame some initial production hiccups and as of Thursday, according to Piper Jaffrey's Gene Munster, had "finally reached a point where consumers can walk into an Apple Store and walk out MOREPhilip Elmer-DeWitt - Nov 29, 2012 8:26 AM ET
Can the collapse of RIM, Nokia and LG be predicted down to the quarter?
FORTUNE -- Updating a chart he first posted last year (see here and here), Asymco's Horace Dediu on Monday tried to estimate how long three badly wounded veterans of the smartphone wars -- Research in Motion (RIMM), Nokia (NOK) and LG -- might survive.
He defines what he calls the "post-traumatic period" of a phone manufacturer's life as beginning with MOREPhilip Elmer-DeWitt - May 29, 2012 10:58 AM ET
Among the major vendors, Samsung captured 26%, HTC took 1%, and the rest lost money
FORTUNE -- Asymco's Horace Dediu on Thursday updated his quarterly review of mobile phone profits, and the news for everyone but Apple (AAPL) and Samsung is not good.
Apple is in roughly the same position it was last quarter, with an 8.8% share of the market in terms of units shipped (according to IDC) and a share MOREPhilip Elmer-DeWitt - May 3, 2012 7:48 AM ET
Just in time for this week's Mobile World Congress, a snapshot of where the money goes
To get a sense of what Apple's (AAPL) competitors are up against in Barcelona this week as they unveil their new mobile phone models for the 2012 season, consider the relative size of the solid color profit (and loss) bars in the chart above.
It's the money shot in a series of eye-opening graphs that the inimitable Horace MOREPhilip Elmer-DeWitt - Feb 27, 2012 7:24 AM ET
Visualize four years of mobile phone warfare through Asymco's snake-like bubble charts
Horace Dediu, who has been pushing the envelope of data visualization for more than two years, has outdone himself with the interactive chart he posted on his Asymco.com blog Sunday afternoon.
Most conventional graphs display data over just two axes, X and Y. If you want to see how the data in those dimensions change over time, you end up having to draw a MOREPhilip Elmer-DeWitt - Aug 15, 2011 7:10 AM ET
The sharp rise of one of Apple's frenemies triggers a fierce debate about what it means
Some of the most intelligent conversations on the Internet these days are to be found in the comment stream of Horace Dediu's Asymco blog. Not only does Dediu produce striking charts and graphs from his analysis of the mobile phone market, but he carefully moderates the subsequent discussion, pruning repetitive comments and chasing out the MOREPhilip Elmer-DeWitt - Aug 1, 2011 6:41 AM ET
The iPhone last quarter took in 5.6% of unit sales and 66.3% of the profit
Some readers complained when we ran a similar headline almost a year ago, accompanied by the bottom chart at right.
At the time, Apple (AAPL) had a 3% share of the global mobile phone market but was taking 39% of the profit -- a situation that didn't seem to bode well for its competitors.
Since then, the imbalance MOREPhilip Elmer-DeWitt - Jul 30, 2011 7:26 AM ET
The next contender: Samsung, whose Android phones are gaining fast
The companies that track mobile phone sales are just now catching up to the news that came out of Apple's (AAPL) last week. According to the company's Q3 earnings report, Apple sold nearly 20.24 million iPhones last quarter, up 142% from the same quarter last year.
On Thursday, IDC reported that that makes Apple the world's No. 4 manufacturer of all mobile MOREPhilip Elmer-DeWitt - Jul 29, 2011 8:06 AM ET
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