Phone Market 2012: A tale of two disruptions
Only Samsung and Apple are showing good profits in the 2012 phone market. Apple have 73 percent of all operating profits while Samsung take 26 percent. HTC, the only other profitable company, is on the line with just one percent. Everyone else, including the once-mighty Nokia, is making a loss.
Horace Dediu of Asymco sees two major disruptions in the market:
The new market disruption is the migration of a large number of demanding customers away from phones-as-voice-products to phones-as-computing-products. The low-end disruption is the migration of a large number of less demanding customers from branded phones to unbranded, commodity phones.