Nokia
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With 8.7% market share, Apple has 75% of cell phone profits
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 MORE
Philip Elmer-DeWitt - Feb 3, 2012 8:20 AM ETPosted in: Android, Apple, Google, Horace Dediu, HTC, iPhone, Mobile, Motorola, Nokia, Research in Motion, RIM, Samsung, Sony, Windows Mobile 7 -
IDC: iPhone is No. 3 worldwide
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 MORE
Philip Elmer-DeWitt - Feb 2, 2012 8:18 AM ET -
Smartphone wars: Apple won the quarter, Samsung the year
A pair of reports agree -- more or less -- on the current state of the battle
Two reports published Thursday -- one by IHS iSuppli, the other by Strategy Analytics -- describe the global race for smartphone supremacy as high-stakes see-saw.
Basically what happened is that Apple (AAPL) took the lead from Nokia (NOK) in June, lost it to Samsung in September and won it back in December.
"Apple's introduction of the 4S in the MORE
Philip Elmer-DeWitt - Jan 27, 2012 2:26 AM ET -
Today in Tech: Yahoo co-founder resigns after having "had enough"
Fortune's curated selection of tech stories from the last 24 hours. Sign up to get the round-up delivered to you each and every day.
* Don't quite follow why some of your favorite Web sites have gone dark today? Here's a tidy explainer of SOPA and PIPA, two anti-piracy bills that could change Internet if passed. (CNNMoney)
* Yahoo co-founder, former CEO and director Jerry Yang resigned from the company because he'd "had enough." Separately, All Things D also MORE
JP Mangalindan, Writer - Jan 18, 2012 11:20 AM ET -
ChangeWave survey finds 'explosive momentum' for Apple and Samsung
Interest in the Galaxy Nexus is high, but the iPhone still leads in customer satisfaction
The next few months should be very good for Apple (AAPL) and Samsung -- and not so good for HTC and Research in Motion (RIMM) -- according to the results of a survey of 4,000 North American early adopters posted Monday by ChangeWave Research.
More than half of the respondents who plan to buy a smartphone in MORE
Philip Elmer-DeWitt - Jan 9, 2012 7:07 AM ETPosted in: Apple, BlackBerry, ChangeWave, Google, iPhone, Mobile, Nokia, Research in Motion, Samsung -
Today in Tech: What happens to T-Mobile?
Fortune's curated selection of tech stories from the last 24 hours. Sign up to get the round-up delivered to you each and every day.
* Now that the AT&T (T) and T-Mobile merger is dunzo, the next step for T-Mobile, which is losing subscribers, remains unclear. "There's no Plan B," said a spokesman for Deutsche Telekom, the German telecommunications company that owns T-Mobile. "We're back at the starting point." (The New York Times)
* Oracle MORE
JP Mangalindan, Writer - Dec 21, 2011 3:40 AM ETPosted in: Amazon, Android, Google, Jason Kilar, Microsoft, Nokia, Oracle, Research in Motion, Yahoo -
Apple falls to 4th place in the Chinese smartphone race
Slipping in a market Tim Cook identified as "an area of enormous opportunity"
There's a nugget of unanchored news in a report Reuters filed Friday.
"In the third quarter," wrote Lee Chyen Yee, "Huawei overtook Apple as the No.3 smartphone vendor in China."
Without identifying its source or specifying market shares, Reuters reported that Apple (AAPL) now trails Nokia (NOK), Samsung and Huawei, companies it characterized as more "nimble" and "flexible" than Apple.
"Nimble" is MORE
Philip Elmer-DeWitt - Dec 17, 2011 4:37 PM ET -
Today in Tech: Apple compromises on iAds
Fortune's curated selection of tech stories from the last 24 hours. Sign up to get the round-up delivered to you each and ever
"What we see is that youth are pretty much fed up with iPhones. ... Also, many are not happy with the complexity of Android and the lack of security. So we do increasingly see that the youth who want to be on the cutting edge and try something new MORE
JP Mangalindan, Writer - Dec 14, 2011 3:00 AM ET -
Morgan Stanley: Apple's price implies -2% long-term growth
Katy Huberty weighs in on the question "Why is AAPL so cheap?"
"Market Significantly Underestimates Apple's C2012 Earnings Growth" reads the headline of Katy Huberty's contribution to a 45-page Morgan Stanley report to clients Wednesday summarizing what the bank expects to be the big "investor debates" of 2012.
Her headline is an understatement, judging from the text of her note on Apple (AAPL). "Several data points," she writes, "give us confidence that MORE
Philip Elmer-DeWitt - Dec 7, 2011 12:53 PM ETPosted in: Apple, China, iPhone, Katy Huberty, Mobile, Morgan Stanley, Nokia, PCs, Samsung, Sony Ericsson -
Canaccord: iPhone smartphone share to grow 42% this quarter
From a 14.3% share of the global market in September to a 20.3% share in December
A note to clients issued Tuesday by Canaccord Genuity's T. Michael Walkley had good news and bad news for Apple (AAPL) investors.
The bad news, which we reported here, was that he expects sales of Amazon's (AMZN) Kindle Fire to cut sharply into the iPad's dominance of the worldwide market for tablet computers, reducing its unit MORE
Philip Elmer-DeWitt - Dec 7, 2011 8:03 AM ET
