For at least the past year, it has been clear that Apple and Samsung are disproportionately accounting for handset earnings.
In its latest report about the state of the handset industry, UBS noted that Apple and Samsung together are taking over 50 percent of revenue in the handset industry, but perhaps 90 percent of the profit.
Smart phones now account for over 30 percent of shipments, and over 75 percent of total industry revenues.
Thursday, March 22, 2012
Some Things Haven't Changed: Apple and Samsung Own 90% of Device Earnings
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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