Samsung went from almost no mobile income to more than Google's entire operation in two years

Samsung went from almost no mobile income to more than Google's entire operation in two years
Industry analyst Horace Dediu from Asymco came with an interesting graphical comparison yesterday outlining the ascent of Samsung to its current state, where it splits 99% of the mobile profits with Apple, leaving HTC a one-percenter, but not in the rich sense.

In just two short years and change, after the introduction of the first Galaxy S with its novel at the time AMOLED display, Samsung went from almost no income from mobile, to about $5 billion out of the $7.4 in total that the company raked in the last quarter.

Not only it cannibalized all other phone makers profits, but it is has now made more money from phones and tablets than Google's entire operation for three straight quarters. Mr Dediu concludes that this stratospheric ascent of the Koreans is entirely due to their bet on Android, coupled with vertical integration synergies, and we can't agree more with that. Imagine, for instance, how much would a Lumia 920 with Android sell in comparison with the current Windows Phone 8 unit, given the unique OIS technology inside.

Have a look at a few charts that pretty much encompass everything that has been happening in the mobile industry since the iPhone introduction, up to the last quarter we have sales and operating income numbers from.

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30 Comments

1. shy2papa

Posts: 336; Member since: Jan 23, 2010

Oh yeah gooo Sammy keep giving us great phones :)

6. abdane

Posts: 507; Member since: Oct 07, 2011

the galaxy line is really a huge success for samsung, now wherever i go, i always see people with a galaxy phone in their hands !

8. MeoCao unregistered

Hat's off to you Sammy! Hopefully others Android OEM will do better or it's not good for the industry when the power is so concentrated in a single company.

17. imsickwithphone

Posts: 76; Member since: May 17, 2012

Sammy Gangnam Style!!!

20. wojey

Posts: 14; Member since: Sep 19, 2012

Um where? Because here in Miami everywhere i go i see people with an iphone. (It's really annoying)

21. metalpoet unregistered

come to utah bro its the same here, all the women running around with their stupid pink badazzled fuzzy cases of their iphone 5's! ugh its frustrating trying to explain to people the awesomeness of the galaxy line. i have a gs3 and i am so glad i stopped owning moto DROID devices!

27. wojey

Posts: 14; Member since: Sep 19, 2012

Im not just talking about women. I'm tallking about EVERYBODY! You go to the mall... Iphone, you go to the movies... Iphone. You go to work... Iphone. You go to college/school/university... Iphone. I have an iphone myself and im not going to lie i like it but it does gets annoying where everywhere you go everyone has the same phone as you.

28. metalpoet unregistered

Oh no i understand that its insane for everybody to have the exact same user friendly smartphone but 75% of all females that own any form of a cellphone in America own an iPhone! I actually talked to this one couple that were both teachers at the local state college and when i started mentioning what an Android device could do, they just stared at me as if i spoke Chinese. BTW they owned iPhone 5's that they proudly admitted to spending $1,000 a peice that day they came out so it was my turn to look at them like they were retarded.

18. PhenomFaz

Posts: 1236; Member since: Sep 26, 2012

Sammy all the way but this is a little scarry...

19. AnTuTu

Posts: 1620; Member since: Oct 14, 2012

Samsung ---> The real king of smartphones :)

26. a_tumiwa

Posts: 393; Member since: Mar 16, 2012

great work Samsung!

2. lallolu

Posts: 733; Member since: Sep 18, 2012

with android inside the Lumias, Nokia would have made good money.

7. anywherehome

Posts: 971; Member since: Dec 13, 2011

with their offline maps for free I would immediately buy that but Nokia sues HTC now so will never buy any Nokia product again.

3. twens

Posts: 1180; Member since: Feb 25, 2012

Am so glad their hadwork is paying off.am using the note 2 now and the fon is just made for my taste.feels like they heard my cries when they made this fon.i just cant find a flaw mobile wise with this fon.it does everything if not to the best atleast close to best.everyday i discover new features.just lastnyt i discovered unlike the s3 this fon records video in slow and fast motions.video is great and pictures are good.battery is awesome. Keep up the good work sammy.more of my money will come to u.

4. someones4

Posts: 628; Member since: Sep 16, 2012

This is really cool. The Koreans are always associated with exponential growth. This is a miracle all over again for them.http://en.wikipedia.org/wiki/Miracle_on_the_Han_River

13. dickwyn

Posts: 621; Member since: May 07, 2012

nobody can stay on top for ever, just take Apple for instance. i'm not saying that Samsung will fall in the forseen future but just saying

15. lzsbleach

Posts: 155; Member since: May 20, 2012

Your right but if Samsung can dominate in the windows phone 8 market; they will be more successful and if windows phone OS takes off Samsung will make a killing.

22. someones4

Posts: 628; Member since: Sep 16, 2012

The Asians always persevere and try to stay in front. Western companies like Apple, RIM, Nokia tend to get too comfortable in their position and slacks off

30. nofear

Posts: 151; Member since: Jun 22, 2012

Any Android device as long as they keep on innovating new features, improve more battery life and more for plugin and play in overall versatility. I'm sure Android community will grow. Unlike iDevice, look at them! any iDevice since its first device was introduced compare with its latest iDevice. Nada!

5. Captain_Doug

Posts: 1037; Member since: Feb 10, 2012

I worry about HTC. I'm sure Motorola will do better in the next few years but HTC has been struggling for awhile. Hopefully the DNA is a success.

14. lallolu

Posts: 733; Member since: Sep 18, 2012

DNA would have been highly successful but for the battery and the lack of SD card (or higher internal memory)

25. Captain_Doug

Posts: 1037; Member since: Feb 10, 2012

Would have been? It's not even out yet. There is absolutely no way to know how well it will do. And by success, i meant help to bring them back. I doubt it will sell as many as the S3 or even the Note 2 but it should still sell well enough to help keep HTC in the game.

9. jove39

Posts: 2147; Member since: Oct 18, 2011

Samsung seems biggest winner of market share and Nokia is loosing share again...may be they are thinking of lets do a android phone too :) Ohhh boy...look at apple's margins...seems sky high than anyone else!

10. Kronic

Posts: 321; Member since: Sep 11, 2012

Samsung and apple. The best companies!

11. TROLL

Posts: 4851; Member since: Apr 13, 2012

Thats what happens when you listen to you'r customers... "Listen" Give us what we need.

12. redmd

Posts: 1943; Member since: Oct 26, 2011

I'd like to see a Lumia with jellybean. I can't seem to imagine why Nokia can't produce phones on different platforms as Samsung did.

16. lzsbleach

Posts: 155; Member since: May 20, 2012

Yea the next thing Samsung needs to improve on is build quality; they should make GS4's build quality something else other than plastic.

23. rusticguy

Posts: 2828; Member since: Aug 11, 2012

With flexible screen touted as next big thing, i think plastic will rule for quite sometime to come ... :)

29. ngo2dd

Posts: 896; Member since: Jul 08, 2011

they don't listen to the customers it is all marketing. They have tons of money to go towards it. They are slow as hell in update. The only line they update to ics is the not and their S2 line. I smear Samsung fanboy are the worst now.

24. rusticguy

Posts: 2828; Member since: Aug 11, 2012

This is what happens when clients are given what they want and not the other way round. Of course innovation also played a role. Some spoilt brat wanted this slowed down through court cases but guess it's too late on that now.

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