Between them, Samsung and Apple are sucking up 91% of the winnings
Asymco's Horace Dediu on Friday updated his quarterly review of mobile phone profits, and the news for everybody but Apple (AAPL) just gets worse.
As the iPhone's share of the market in terms of units shipped has grown from 3% in second quarter of 2010 to 8.7% last quarter, Apple's share of the profits has swelled from 39% to 75%.
Dediu's chart of MOREPhilip Elmer-DeWitt - Feb 3, 2012 8:20 AM ET
HTC was forced to drop one feature. Motorola may have to drop another. More to come.
Many commentators took at face value HTC's declaration of "an actual victory" after the U.S. International Trade Commission ruled that it had infringed Apple's (AAPL) patent on software that allowed a user to dial a number embedded in an e-mail simply by clicking on it. That particular feature was only one of 10 patents Apple MOREPhilip Elmer-DeWitt - Dec 23, 2011 6:58 AM ET
New rugged tablets marry the flair of the iPad to the brawn of a Mack Truck.
FORTUNE - An Apple iPad can be a handy tool to bring to work -- unless, of course, your job is managing an offshore oil rig or handling insurance claims in the middle of a hurricane. Enter a new breed of so-called rugged tablets, designed to meet the computing needs of folks who require something MOREMichal Lev-Ram, writer - Dec 14, 2011 5:00 AM ET
Three new TV spots in advance of the holiday selling season
Following a pair of exceptionally well-produced spots from Samsung -- one tasteful, one clever -- pushing their newest Google (GOOG) Android phones, we have three fresh TV ads from Amazon (AMZN), Apple (AAPL) and Verizon (VZ). The latter doesn't seem to have gotten the memo that this season's fashion on Madison Avenue is the soft sell.
Amazon's Kindle Fire:
Apple's iPad 2
Motorola's MOREPhilip Elmer-DeWitt - Nov 23, 2011 10:14 AM ET
The Galaxy Nexus "Calling all pretty faces" is an homage to Apple in more ways than one
Android marketing has come a long way from the 2009 TV ad for Motorola's Droid that asked:
"Should a phone be pretty?"
Judging from the spot that debuted Thursday for the Galaxy Nexus -- the new Android smartphone manufactured by Samsung for Google -- Google's (GOOG) answer in 2011 is an emphatic "yes!"
The ad -- like MOREPhilip Elmer-DeWitt - Nov 20, 2011 7:05 AM ET
The search giant's $12.5 billion acquisition bid is a bold move that could reshape the mobile business. It's also fraught with potential pitfalls.
By Alex Konrad, contributor
FORTUNE -- Sometimes, plan B is pretty good. When Google missed out on buying Nortel Networks' patent hoard earlier this summer, few could have predicted it would make a stunning $12.5 billion cash bid for Motorola Mobility.
The move is sure to change Google's (GOOG) business, MOREAug 18, 2011 10:33 AM ET
The market has had 3 days to chew over the Googorola news. It's not sitting well.
After thousands of news reports, analysts notes, blogs and tweets, the chart at right may tell you all you need to know about Google's (GOOG) plan to fight/emulate Apple (AAPL) by buying Motorola Mobility's (MMI) brand, patents and device manufacturing business for $12.5 billion.
In the three days of trading since the news broke, Google has dropped more than $30 a MOREPhilip Elmer-DeWitt - Aug 18, 2011 7:57 AM ET
In the Harvard Business Review and a 50-minute podcast, a deep dive into what it means
Horace Dediu -- the Harvard-trained analyst who writes the influential Asymco blog -- was studying the mobile phone market for Nokia (NOK) in 2005 when Google (GOOG) bought Android, primarily as a defense against the perceived threat that Microsoft (MSFT) was about to do to cellular telephony what it did to desktop computing.
The real threat, MOREPhilip Elmer-DeWitt - Aug 17, 2011 1:12 PM ET
Google built its success on a simple search box that disrupted that old-line business, the web portal. So why is it working so hard to become one itself?
By Kevin Kelleher, contributor
FORTUNE -- Google is becoming all things online. Its quest to organize all the world's information has pushed it beyond the search box. Google saw that people loved Yelp, so it aggregated reviews. It saw how we took to group-buying MOREAug 17, 2011 5:00 AM ET
Google doesn't actually have to make money on its Motorola-brand smartphones
"A year from now, would you purchase an iPhone 6 for $200 if you could get a Google-Motorola Droid 5 smartphone for $50-100 with a 2-year plan from AT&T or Verizon?"
So begins an intriguing thought experiment conducted by the team at Trefis, the stock analysis firm that breaks down companies' stock prices based on the contributions of their major products MOREPhilip Elmer-DeWitt - Aug 16, 2011 2:54 PM ET
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