iPhone is a huge success for Apple. Besides the fact that is making almost half of the company’s revenues, iPhone collects two-thirds of total profits of the smartphone manufacturers.
This figure was provided by the consulting company Asymco, founded and led by Horace Dediu. He gathered data from financial statements of the main protagonists that are competing on market for our money for phones.
Asymco says that Apple has 66.3% of the pie, followed by Samsung with 15%, Research in Motion (RIM) is gathering with its BlackBerrys 11% and HTC has other 7.4%. Moreover, four major global manufacturers – Nokia, Motorola, Sony Ericsson and LG – have losses in the last quarter.
According to Strategy Analytics, Apple now holds the crown of smartphone shipments, with 18.5% of market, followed by Samsung with 17.5% and Nokia with 15.2%.
Samsung, the main threat, is using three platforms
Unlike its analysts, who give Samsung with 19.2 million smartphones sold, Dediu estimates the giant at 19.9 million units shipped. Apple has already announced officially that they have 20.3 million terminals. The problem is that Samsung is producing phones that are running on three platforms, Android, Windows Phone 7 and its Bada OS. Rumors say the company refrain from publishing the breakdown and the number of phones, not only because of patent problems they had with Apple and Microsoft, but just because Android deliveries were under Nokia sales, 16.7 million Symbian phones.
HTC will surpass Blackberry and Nokia
Asymco analysts also write that the era of slightly increase of the smartphone producers already ended and that is very clear that Symbian and BlackBerry OS have become a burden to their developers and users are not buying any, since the decreases are not cyclic. Nokia already jumped in the Microsoft boat, but RIM is trying a transition to QNX, the operating system on the PlayBook tablet. Also, the hot competition could strongly hit smaller companies such as Motorola and Sony Ericsson. In addition, with iPhone nano entering the fight for the low-cost and medium segment of smartphones would be almost equivalent to a disaster for the small producers of Android or LG, who cannot make profit even so. And that's exactly what Apple is going to do.
Also, at this rate, HTC will surpass RIM over the next three months in terms of units sold, after giving 12.1 million units in the last quarter (+142%), while RIM has sold 13,2 million BlackBerry phones (+18%).
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