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Today’s chart: the percent of smartphones as part of the total phones sold for three vendors vendors that have traditionally sold a large portion of voice-oriented phones. As these vendors switch to a higher mix of…
Following-up on the profitability discussion for the top eight vendors, I built a chart to show estimated profit capture from smartphones, further dividing the vendors into inter-dependent (own OS) and modular (licensed…
If we look at the growth of smartphones independently from all phones, the category looks impressive: Smartphones are now almost 24% of all phones, up from 10% three years ago. What’s also impressive is all participants…
In previous posts I detailed shares for units, sales and profits. I also offered different ways to look at the data like rankings and profit “area” maps. This article is about the absolute numbers. What is the total…
Take a look at this chart. It combines the known shipment data with the total market size for smartphones as defined by Canalys. Knowing the platform/vendor make-up we can estimate the percent of the market that was…
There is some confusion with the latest Canalys teaser press release. The implication is that Apple has lost smartphone platform share due to the Android surge. Using the published data, it’s easy to see that Apple has…
In the mobile phone industry, and indeed, in most technology sectors, price decline is a fact of life. Component prices tend to drop while their performance increases. This rapid obsolescence drives prices down…
The following chart shows the third quarter’s profitability of eight top phone vendors as a measure of phones sold multiplied by profit per phone. I’ve added the pie-chart showing the rectangular areas as a percent of…
Change in top mobile phone vendor market, sales and profit shares rank over time:
Pie charts showing 13 quarters of mobile phone market evolution between the largest vendors. Pure play smartphone only vendors are shown with exploded wedges. The disruption continues.