Horace Dediu


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Apple store employment remains highly correlated to store visitors

Accuracy of Apple's earnings per share guidance

US smartphone penetration now well above 54% and no signs of slowing rate of penetration.

The fourth quarter at a glance (5 companies)

Note: Samsung gained a level of profits equal to the industry 5 years ago. Apple created 2x value on top.

Average selling prices for various phone vendors.

Operating Margins for phones (8 vendors)

Revenues for shipped phones (absolute scale)

Operating Profit from Mobile Phones ($ billion) (global, select vendors)

Operating profit shares, mobile phone vendors

Revenue shares of eight mobile phone vendors.

Market shares of mobile phone vendors.

iPhone market shares.

. Not really.

Smartphones share of global phone shipments nearing 50%.

Smartphones as percent of total phones shipped for a set of vendors.

Quarterly market shares for smartphone vendors since 2007.

Ranked smartphone vendors by shipments.

That data did not include last three months.

Glad to see Canalys publishing OS market share numbers again.