Between them, Samsung and Apple are sucking up 91% of the winnings
As the iPhone’s share of the market in terms of units shipped has grown from 3% in second quarter of 2010 to 8.7% last quarter, Apple’s share of the profits has swelled from 39% to 75%.
Dediu’s chart of the eight largest manufacturers above shows this most clearly.
Only five are seeing any kind of profit at all in mobile telephony. Samsung, with a 16% profit share, comes closest to Apple. Nokia NOK , Research in Motion RIMM , and HTC are just scraping by. Motorola MOT , LG and Sony SNE , which bought out Ericsson last month, are still in the red.
Remember: We’re talking about all mobile phones, not just smartphones. And the entire worldwide market, not just the U.S. This doesn’t bode well for the manufacturers who have hitched their wagon to Google’s GOOG Android or Microsoft’s MSFT Windows Mobile 7.
For more of Dediu’s charts, click here.