FORTUNE -- According to Canaccord Genuity's Michael Walkley, Apple (AAPL) and Samsung managed last quarter to split all the world's profits in mobile phones -- 56% Apple and 53% Samsung -- and come up with a total of more than 100%.
That only makes sense if you accept two premises:
Ignoring ZTE, TCL and the other Chinese manufacturers was a matter of necessity, according to Walkley, due to the lack of what he calls "available profit metrics" (i.e. quarterly reports).
The question of how market researchers account for so-called Chinese white box devices -- often cheap, underpowered knockoffs -- has become a sore point for companies such as Apple that don't believe their high-end products are in the same market.
For an Apple-centric take on the issue, see Daniel Eran Dilger's The curious case of IDC, Gartner & Strategy Analytics' PC, phone & tablet data on Apple posted Saturday on AppleInsider.com.
Apple's mobile phone shipments nearly doubled in 2011, overtaking LG and ZTE
On the strength of sales of the iPhone 4S last quarter, Apple (AAPL) jumped two spots in IDC's ranking of the world's five largest manufacturers of mobile phones -- smart or otherwise.
In a press release issued Wednesday, IDC reported that weakness in the demand for so-called feature phones dragged down market growth in the Christmas quarter -- usually the MOREPhilip Elmer-DeWitt - Feb 2, 2012 8:18 AM ET
Among smartphone operating systems, iOS' worldwide share grew nearly 30%
Apple's share of the worldwide mobile phone market (smart and not-so-smart) nearly doubled year over year in the second quarter of 2011, from 2.4% to 4.6%, according to a report issued Thursday by Gartner, Inc. That put Apple (AAPL) in fourth place among mobile phone vendors, well behind Nokia (NOK), Samsung and LG.
Apple's share of the rapidly-expanding smartphone market grew 29% MOREPhilip Elmer-DeWitt - Aug 11, 2011 8:51 AM ET
It's not an iPad, or even a Nook Color. But that's the whole point of Barnes & Noble's newest e-reader: it's not supposed to be.
FORTUNE -- Just six months after launching its well-received Android-based Nook Color tablet, Barnes and Noble (BKS) unveiled a major hardware update to the original e-ink-based Nook e-reader that cuts down on bulk, weight, and physical buttons.
Here's the important thing to note right off the bat MOREJP Mangalindan, Writer - Jun 15, 2011 10:31 AM ET
Despite a 500-fold increase in radiation exposure from cell-phones since 1990, brain cancer rates have fallen.
FORTUNE -- During the 1980s, just as Americans began pumping low-frequency radiation through their skulls with cell phones, brain cancer rates in the U.S. slowly increased. At the beginning of the decade, doctors delivered the devastating diagnosis of brain cancer to 63 out of every 1 million Americans every year; by 1990 that number had risen MOREScott Woolley - Jun 7, 2011 11:22 AM ET
If Apple's share of global profits is going up, others' must be going down
Last fall, Asymco's Horace Dediu introduced a new way of visualizing the dynamics of the worldwide mobile phone market.
He started with two sets of data -- market share and dollar share in 2007 and 2010 -- for the eight largest vendors in the mobile phone space, from Apple (AAPL), the smallest in 2007, to Nokia (NOK), the MOREPhilip Elmer-DeWitt - May 26, 2011 7:19 AM ET
Meanwhile, Nokia, Samsung and LG all lost market share, according to IDC
Apple's 5% slice of the mobile phone pie chart at right, drawn from IDC numbers released Friday, may not look like much, but consider this:
IDC is counting shipments all over the world, not just the U.S.
IDC is talking about all mobiles, from cheap feature phones to high-end smartphones.
Apple's (AAPL) share grew more than twice as fast as upstarts like MORE
Nokia may be most vulnerable as Chinese cellphone owners upgrade to smartphones
There's good news for Apple (AAPL) in the results of an Alphawise/Morgan Stanley survey released Tuesday.
The survey, conducted among a sample of 2,029 Chinese mobile phone users in February and March, found demand for smartphones to be surprisingly strong. 88% of respondents said they expected the next phone they bought would be a smartphone. And 30% of those who MOREPhilip Elmer-DeWitt - Mar 29, 2011 2:22 PM ET
Sure, smartphones are booming, but here's how banking, enterprise and OS battles are really going to play out on the sleek gadget in your pocket.
By Mitch Cline, guest contributor
Wireless handsets have been around for decades, but this market has perhaps never had a more promising future than it does now in terms of potential market penetration, consumer demand, and global significance. Take mobile handset penetration: Globally, we're talking big-time numbers MOREMar 10, 2011 2:51 PM ET
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