The Apple, Samsung value duopoly

While the mobile industry is at least absorbing innovation at a brisk space, there is growing inequity in the sector when it comes to income, Apple and Samsung are getting richer but the rest are barely alive.

A year ago I noted that Apple could buy most of the mobile phone industry with cash on hand (excluding Samsung’s operations).

Since then Apple’s cash has grown significantly and the value of all phone vendors except Samsung has gone down significantly. The following chart shows the year ago and present day estimated market value of the industry participants.


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