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"The iPhone&amp;#8217;s growing share of the spoils could spell bad news for Google&amp;#8217;s partners\n\n \n\n  \n    \n      \n    \n  \nSource: Asymco\n On Tuesday we posted a pair of pie charts that showed Apple \n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\tAAPL\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t selling 3% of the world&amp;#8217;s mobile phones in the first half of 2010 and taking 39% of the industry&amp;#8217;s profits. (See Apple&amp;#8217;s outrageous share of the mobile industry&amp;#8217;s profits.)\nAsymco&amp;#8216;s Horace Dediu, however, did us one better. He published the graph above charting Apple&amp;#8217;s share of the available profit in mobile phones as compared with its 7 biggest competitors over the past three years.\nAs he notes, Apple&amp;#8217;s growing share has come largely at Nokia&amp;#8217;s \n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\tNOK\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t expense, although Sony Ericcson \n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\tSNE\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t and LG are also getting squeezed and Motorola \n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\tMOT\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t, as he puts it, &amp;#8220;has not had anything to lose.&amp;#8221;\n&amp;#8220;Will Android change this picture?&amp;#8221; he asks rhetorically. &amp;#8220;As I\u2019ve argued before, Android is most attractive to the unprofitable and the strategically constrained.  Can having undifferentiated new products change this? As Nokia is  unlikely to license Android, and RIM seems very unlikely and Apple is  out of the picture, the only possible contenders are Samsung, LG, HTC,  Motorola and Sony Ericsson.\n&amp;#8220;Motorola and Sony Ericsson have both returned to profitability but  with a very small volume Android strategy. However the incumbents  fielding Android are really facing a far more sinister threat:\u00A0the  smaller local brands in China (e.g. ZTE) and emerging markets.&amp;#8221;\nSome assume, as Dediu puts it, that the future belongs to the Korean cell phone manufacturers (i.e. Samsung and LG). But if they are hoping to turn a big profit, using Google&amp;#8217;s \n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\tGOOG\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t Android to bet against Apple could be a risky play.\n[Follow Philip Elmer-DeWitt on Twitter @philiped]"^^<http://www.w3.org/2001/XMLSchema#string>
<http://fortune.com/2010/09/24/how-apple-is-sucking-the-profit-out-of-the-mobile-phone-business/>