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The profitability (aka Profit/Phone x Phones Sold, aka Rawr) chart is a great way to see the “shape” of the industry at a glance, with attention to volume and profitability. What is missing however is a perception of the…
Smartphones made up about 30% of global phone sales last quarter. That is a significant increase from 10% in Q4 of 2007. From this perspective, iPhone obtained 5.6% share, Android 14.2%, Nokia Symbian 4.6%, RIM 3.6%,…
Nearly all the data on smartphone shipments is now available for the second quarter 2011. Some fragments are still not public, including ZTE and Huawei (and any others) shipments. We also have estimates for the various…
The number of Bada phones shipped last quarter is not public, however some assumptions can be made that lead to plausible estimates. First, we know that Samsung shipped about 3.2 million smartphones in Q2 2010 and that…
As previously pointed out, Apple reached two thirds profit share in mobile phone vendors among the eight vendors I track. The following charts shows the historic growth in that share and the share of revenues (including…
At the end of last year I was saying that the smartphone boom was a tide that lifted all boats. That is no longer the case. But the big story is that there has been a clear non-seasonal counter-cyclical decline in Nokia…
The following chart shows the current profit distribution between phone vendors with an eye toward identifying volume dependencies. The vertical axis represents operating profit per phone and the horizontal axis the…
The major publicly traded phone vendors have all reported results for the second quarter. Based on the data available so far we can begin putting together a picture of the market. The first picture I’ll draw is usually…
As Verizon has reported iPhone sales for one and a half quarters, it’s time to try to discern the impact on the product. There were several hypotheses floating around prior to the “big bang” of Verizon. Some assumed that…
This graphic representation of the current and year-ago sources of income and sources of expense for the company shows how the business evolved in the last year. The colored segments in the first column are Gross Margin…