“At least for iPhone’s manufacturer Apple and BlackBerry’s Research In Motion. The two accounted for only 3% of all cellphones sold in the world last year but 35% of operating profits, according to Deutsche Bank analyst Brian Modoff,” Silver reports.
MacDailyNews Take: Ahh, to be in the investment business with the name Modoff. Anyway, in WSJ’s accompanying chart from Deutsche Bank, of that 35% total, Apple has 20% and RIM 15%.
Silver continues, “The disparity will become even starker this year when, he estimates, the two will take 5% of the market in unit terms but 58% of total operating profits… Apple and RIM had about 32% of the smart-phone market between them in the first quarter, estimates IDC.”
“The iPhone, which is exclusive to AT&T and whose users are the heaviest Web surfers, draws the fattest subsidy, at about $400 a phone, Mr. Modoff calculates. BlackBerries draw subsidies averaging $200 from U.S. operators. Basic cellphones get a $100 subsidy,” Silver reports.
Full article here.
[Attribution: Mac Rumors. Thanks to MacDailyNews Reader “Matthew R.” for the heads up.]
