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BusinessInsider.com CHART OF THE DAY: How Apple’s iPhone Totally Humiliated The Mobile Industry

July 14, 2010

This is an amazing look at Apple’s profitability, but it also shows how small the number of iPhone users is (97% DON’T use an iPhone).
JC

http://www.businessinsider.com/chart-of-the-day-heres-how-apples-iphone-totally-humiliated-the-mobile-industry-2010-7

CHART OF THE DAY: Here’s How Apple’s iPhone Totally Humiliated The Mobile Industry (AAPL, RIMM)

When Steve Jobs announced the iPhone in January, 2007, the collective (private) response from the mobile industry was, “Oh, crap.” Rightfully so.

The iPhone blew the industry’s existing smartphones out of the water, and forced everyone else to reinvent themselves or go bust. (See our feature, “10 ways the iPhone changed smartphones forever.”)

But the most profound effect that Apple has had on the industry is how it has completely swallowed the lion’s share of its profits, in a very short period of time, without even commanding much market share. This Goldman Sachs research chart, via the FT, shows just how quickly Apple became the profit leader.

Just as impressive: A second chart shows the other side to the story — how Apple is doing all of this with just 3% estimated share of the handset market in 2010.

SAI Chart Apple iPhone profits

http://www.businessinsider.com/you-cant-appreciate-how-completely-apple-has-humiliated-rim-nokia-and-the-rest-of-the-gadget-industry-until-you-see-these-charts-2010-7

That’s just astounding. The folks at Nokia, RIM, etc., should hang their heads in shame.

And now consider the next shocking chart.  Apple will generate 2X as much handset profit as the rest of the industry combined this year DESPITE SELLING ONLY 3% OF THE HANDSETS BY UNIT VOLUME:

Cellphone Units

Image: Goldman Sachs

And now, when you finish chewing on that, consider that Apple’s iPad might have the same impact on the PC industry.

See Also: Apple’s iPad Is Going To Destroy The Netbook Market, Says Goldman (Sorry, Microsoft)

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