Apple (AAPL) and Samsung (005930:KS)
shipped about 470 million smartphones between them last year, just
under half the total shipped worldwide. When you adjust for the fact
that both companies are selling more expensive devices, the two account
for more than 65 percent of the value in the smartphone market. Yet both
companies seem uneasy.
Samsung released financial information
about its latest quarter on Tuesday, revealing a drop in profits for
the second consecutive quarter. The company is still printing Korean
won—its profit was the equivalent of $8 billion—but the portion of that
net income coming from mobile phones appears to be in decline.http://www.businessweek.com/articles/2014-04-08/for-apple-and-samsung-its-scary-at-the-top#r=lr-sr