While you can find dozens of stories each week about how Android is now dominating mobile, and poised for further domination as the rest of the world continues the move to smartphones, most overlook what is perhaps the more important story. To find that, all you have to do is follow Horace Dediu’s excellent Asymco blog.
There, you’ll find stories and data like this one from earlier today: Apple share of phone revenues increased to 28%. As Dediu’s data shows, Apple now makes more revenue in the mobile space than all of their competitors. This list includes HTC, RIM, LG, Sony-Ericsson, Samsung Motorola, and Nokia.
Apple’s share in this regard has doubled since the end of 2009, right about when Android began to take hold. And while plenty of the aforementioned competitors now make Android devices, only HTC has seen any sort of significant increase in revenue share over the same span — and their share is nothing like Apple’s.
Interesting story of pitting share against profit in two US firms.