For some reason Samsung didn't report the total number of handsets sold, and that's for the first time in maybe a decade since it started issuing these quarterly presentations, but our estimates peg the figure between 74 and 76 million handsets sold. The profit margin from its telecom business, however, was a cool 13.7%, the highest number since 2004, due to strong high-end smartphone sales, like the Samsung Galaxy S II.
If the featurephone business "slight decrease" means, say, 2%, we'll have 56.25 million sold, and extracting from 75 to 76 million total handsets sold, that pegs the smartphone number 17.75-19.75 million sold, which is higher than Nokia's sales, but lower than Apple's. Even if the featurephone business fell just 1%, Samsung probably still sold more smartphones than Nokia, as we assume the tablets share to be fairly low.
The increase of smartphone share in Samsung's portfolio brought one more positive - the average selling price of its handsets was up in the "low 10%", which might mean anything between 1%-5%, compared to Q1, when we had $129 ASP.
With the Samsung Galaxy S II marching strong, and its pending launch in the US, we can only expect this upwards trend for Samsung's mobile business to continue.