Smartphone Winners

Investor’s Business Daily says Apple grabs 104% of smartphone profits. How can someone get more than 100% of the profits? Many players lost money.

Strategy Analytics research shows Android capturing 88% of global smartphone shipments.

Apple and Google are the winners in the smartphone war. Samsung was a respectable competitor, but I’m not sure their brand will be able to recover from the Galaxy Note 7 debacle. Individuals are subject to criminal prosecution for bringing a Galaxy Note 7 on board an aircraft, and on flight attendants announce the devices are banned because they can catch fire.

Compare the current state with this chart from 5 years ago. Everyone else in this segment has failed, loses money, or is an insignificant player: Lenovo/Motorola, LG, HTC, Microsoft, Xaomi, Kyocera, HP/Palm, Nokia, Blackberry.