Though it shipped only about 6 percent of the industry’s smartphones and tablets in the second quarter, Apple captured about 43 percent of the industry’s revenue, according to Raymond James analyst Tavis McCourt. And it generated an astonishing 77 percent of the industry’s operating profits. This, even in a seasonally weak period for iPhone sales.
There are a lot of companies out there making smartphones and tablets with absolutely nothing to show for it. McCourt’s numbers confirm that it’s not really an Apple vs. Android battle in the post-pc era, but Apple vs. Samsung.