
Japanese Apple intelligence website iPhone Mania reported on the 5th that Michael Walkley, an analyst at the US investment institution Canaccord Genuity, pointed out in the information provided to investors on the 4th that the global overall mobile phone industry revenue in Q3 (July-September) fell by 17.3% compared with the same period last year. Among them, Apple's (Apple) profit accounted for a staggering 86%. In contrast, Apple's arch-rival Samsung Electronics shrank to only 18%, a new low since 2011.
Michael Walkley said that the total profit value of Apple and Samsung has exceeded 100%, and this phenomenon occurs mainly because the profits of Motorola and Microsoft are "negative"; among which Motorola's Q3 mobile phone department's loss is US$185 million, which is -2% in terms of profit market share, and Microsoft's mobile phone department's loss is US$341 million, which is -3%.
Michael Walkley pointed out that in addition to Apple and Samsung, only South Korea's mobile phone industry makes money (market ratio higher than 0%). In 2014, the Q3 business revenue reached 461.3 billion won (US$449.61 million), with a market share of 2% of its profit; in addition, Taiwan's HTC and BlackBerry business revenue both had 0% of its profit last quarter.
Due to insufficient data, Michael Walkley's last quarter-time Yingyi data did not include Chinese smartphone manufacturers such as Xiaomi.
Jingshi News reported on September 24 that according to preliminary estimates from IHS Technology, the material cost of Apple's 4.7-inch 16GB iPhone 6 is $196.10, plus the assembly fee of $4, the total cost is $200.10; in addition, the material cost of iPhone 6 Plus is $211.10, and after the assembly fee of $4.5, the total cost is $215.60. The empty prices of iPhone 6 and iPhone 6 Plus are US$649 and US$749 respectively.
Samsung Electronics announced on October 30 that the annual revenue of the Information Technology and Mobile Communications Department (IM) in Q3 2014 was 74% (60% quarterly) to 1.75 trillion won; Thomson Reuters pointed out that this was the lowest level since the second quarter of 2011.
(MoneyDJ News reporter Cai Chengqi reported)