The famed John Sircusa asks ‘Who’s Winning?‘ in the Apple iPhone, Google Android, and Samsung Galaxy smartphone and tablet wars. You’ve heard me preach this line before.
The mobile market, everyone agrees, is the technology industry’s future. What’s not so clear is which company is best positioned to thrive in that future.
For smartphones in particular, the traditional metrics are confusing. Android has 70% market share, but Apple is taking 70% of the profit. Google, meanwhile, is not benefiting from Android’s market share dominance as much as Samsung, which recorded $4 billion in profit from its cellphone and telecom business in Q4 2012. In the same quarter, Google made less—$2.89 billion—from all its businesses combined. And when it comes to selling actual smartphones, the only two companies making any money are Apple and Samsung.
A question to consider in the future of mobile computing is how much Apple will rely on Intel for the Mac? And, how much will Apple rely on competitors for chips and components?
Samsung’s battle with Apple has cost the company dearly as Apple moves to less competitive vendors.