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Monday, August 22, 2011

Apple share of phone revenues increased to 28%

Apple share of phone revenues increased to 28%:

As previously pointed out, Apple reached two thirds profit share in mobile phone vendors among the eight vendors I track. The following charts shows the historic growth in that share and the share of revenues (including 4 quarter trend line). Revenue share increased to 28% in the last quarter.

The share doubled from Q4 2009. I should also point out that it was the highest of all the competitors. The following chart shows the split over time:

The dedicated smartphone vendors (highlighted with segment bars) are now at 47% of total sales, a significant increase from the 6% share they held four years ago. Another remarkable show of entrant power and incumbent weakness.

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