Wednesday, July 14, 2010
Apple Makes More Profit Than All the Rest of the Handset Industry
Since getting into the mobile handset business with its iPhone, Apple has blown away the whole rest of the handset industry in earnings (before interest and taxes), according to a new analysis by Goldman Sachs analysts.
The other angle is that the rest of the suppliers have lost earnings momentum precisely as Apple has grown.
At the moment, Apple likely accounts for about 58 percent of the mobile handset industry's annual earnings.
That's shocking, and a measure of Apple's new stature.
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.
Subscribe to:
Post Comments (Atom)
What Declining Industry Can Afford to Alienate Half its Customers?
Some people believe the new trend of major U.S. newspapers declining to make endorsements in presidential races is an abdication of their “p...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Is there a relationship between screen size and data consumption? One might think the answer clearly is “yes,” based on the difference bet...
No comments:
Post a Comment