Horace Dediu reports for asymco, “If the available profit (i.e. excluding losses) were summed and each vendor’s profit were measured as a percent of this total, this chart would tell the story of the last three years:”
MacDailyNews Take: Boom!
Dediu reports, “Will Android change this picture? As I’ve argued before, Android is most attractive to the unprofitable and the strategically constrained (Android’s Pursuit of the Biggest Losers – highly recommended – MDN Ed.)
“Can having undifferentiated new products change this? As Nokia is unlikely to license Android, and RIM seems very unlikely and Apple is out of the picture, the only possible contenders are Samsung, LG, HTC, Motorola and Sony Ericsson,” Dediu writes. “It’s still possible over a longer timer frame that a small brand like HTC can emerge on a global stage. But in terms of profit capture, challengers will mostly ‘steal’ from the already constrained big brands running with Android.”
Full article – highly recommended – here.
[Attribution: Fortune. Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]
Horace Dediu has had some of the best insights into Apple and the smartphone market the last few months.
Looking at the chart, the big losers have been WinMo and Symbian. Back in 2007, Nokia and Sony Ericsson were using Symgian, and Ericsson’s profit share has disappeared.
And, as for the other constrained OEMs, back in 2007, weren’t Motorola, Samsung, LG, and HTC all using mostly WinMo? And, they’ve all switched to making small profits with Android. Motorola barely shows in the chart. LG has stopped making a profit so that their CEO got canned recently. Samsung and HTC are just barely hanging on to their profit share.
Horace Dediu has had some of the best insights into Apple and the smartphone market the last few months.
Looking at the chart, the big losers have been WinMo and Symbian. Back in 2007, Nokia and Sony Ericsson were using Symgian, and Ericsson’s profit share has disappeared.
And, as for the other constrained OEMs, back in 2007, weren’t Motorola, Samsung, LG, and HTC all using mostly WinMo? And, they’ve all switched to making small profits with Android. Motorola barely shows in the chart. LG has stopped making a profit so that their CEO got canned recently. Samsung and HTC are just barely hanging on to their profit share.
Please keep in mind the “Available Profit in Mobile Phones” is ALL mobile phones. Apple is only in the smartphone market AT THIS TIME. Also, see how this changes when that Peel starts turning iPod touch devices into smartphones. OUCH!
Please keep in mind the “Available Profit in Mobile Phones” is ALL mobile phones. Apple is only in the smartphone market AT THIS TIME. Also, see how this changes when that Peel starts turning iPod touch devices into smartphones. OUCH!
Everyone also understands that the Peel opens up the iPod touch Smartphone to ALL the carriers. Who will want a Blackberry or Android when that happens? Ok, only the clueless ones. But they will be harder and harder to find.
Everyone also understands that the Peel opens up the iPod touch Smartphone to ALL the carriers. Who will want a Blackberry or Android when that happens? Ok, only the clueless ones. But they will be harder and harder to find.
RIM’s hanging in there better than I thought.
RIM’s hanging in there better than I thought.
Don’t completely discount HP/Palm
Don’t completely discount HP/Palm
Whats more amazing to me, this is with 1 phone essentially vs hundreds of other models. This puts apple at a HUGE advantage in terms of bulk buying parts and , thus making more actual profit.
Interesting to see what the next year will bring
Whats more amazing to me, this is with 1 phone essentially vs hundreds of other models. This puts apple at a HUGE advantage in terms of bulk buying parts and , thus making more actual profit.
Interesting to see what the next year will bring
license Android???
I thought that crap was free?
license Android???
I thought that crap was free?
@ET
E.T., you called – and went home – more than a decade ago. Seems you only just returned, as what you are saying would have been quite accurate… then.
Today if you say “Don’t completely discount HP/Palm”, I say: Why? Is there a reason not to?
@ET
E.T., you called – and went home – more than a decade ago. Seems you only just returned, as what you are saying would have been quite accurate… then.
Today if you say “Don’t completely discount HP/Palm”, I say: Why? Is there a reason not to?