Apple and RIM Outsmart the Phone Market

Sara Silver, reporting for the WSJ:

[Apple and RIM] accounted for only 3% of all cellphones sold in the world last year but 35% of operating profits, according to Deutsche Bank analyst Brian Modoff. The disparity will become even starker this year when, he estimates, the two will take 5% of the market in unit terms but 58% of total operating profits.

The graphs are striking. This is the same route Apple has chosen with the Mac: an emphasis on profit share rather than unit sale share.

Monday, 20 July 2009