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.]