I don't know why the hell I'm wasting my time with a Marty Chinn post, but others here might find this interesting:
Yeah. CRUSHING.
Apple is now making more profit on iPhone, even with their newest model over a year old, than every Android phone sold by all the other companies in the industry, COMBINED.
Apple and iPhone are now the proud earners of
66.3% of all smartphone profits.
66.3%. Just let that roll around in your head a bit while you delude yourself into thinking "Android is crushing iOS in the phone market."
That was Maynard Um's report for UBS. The actual number was 63% iOS to 28% Android to 2% RIM, but that number was arrived via retailer stocking info. He clearly cautioned against your kind of overreaction by saying "
channel sell-in and sell-through appear likely to be two different stories for the majority of vendors not named Apple," and "At all retail channels we checked, [Apple's iPad 2] was by far the most popular tablet being asked about, tested, and bought by consumers."
Also, as the above iPhone numbers show, in this new mobile device market, marketshare doesn't mean squat when it comes to actually making money.