Apple's Share of Mobile Phone Profits Rises to 93% on iPhone 6 Launch - MacRumorsOpen MenuShow RoundupsShow Forums menuVisit ForumsOpen Sidebar
Skip to Content

Apple's Share of Mobile Phone Profits Rises to 93% on iPhone 6 Launch

by

The latest numbers from Canaccord Genuity reveal that Apple accounted for 93% of mobile profits during the fourth quarter, leading the financial services company to raise its price target on Apple shares from $135 to $145. The firm also predicted that iPhone adoption could grow to 650 million users through 2018 as more smartphone owners upgrade to the iPhone 6 and iPhone 6 Plus.

Canaccord Mobile Profits
Barron's shares Canaccord Genuity analyst Mike Walkley's note to investors:

We believe the strong iPhone 6 replacement sales should continue during C’15, as we estimate only 15% of the current estimated 404M iPhone installed base has upgraded to the new devices. We also anticipate continued strong share gains for the larger screen iPhones from high-tier Android smartphones during C’15 driving strong growth in the iPhone installed base and model the iPhone installed base growing to 487M subscribers exiting C’15 up 20% Y/Y.

Apple and Samsung combined to capture all profits in the mobile industry during the fourth quarter, as competitors including Microsoft, BlackBerry, HTC, Sony, LG and Lenovo either broke even or faced a loss in value share during the three-month period. Apple captured 79% of mobile profits for the entirety of 2014, with a margin of 37% on operating income of $44.6 billion.

Tag: AAPL

Top Rated Comments

2
2457282
149 months ago
I find it amazing to see that with all the competition (even to the point of selling at a loss), apple is still able to maintain those kinds of margins. It speaks (at least to me) how well Apple does at all levels (hardware, OS, Apps, Marketing). Really impressive.
Score: 6 Votes (Like | Disagree)
Crosscreek Avatar
Crosscreek
149 months ago
I think Apple should add a 4" iPhone 6- to make up for that other 7%.
Score: 5 Votes (Like | Disagree)
Michael Goff Avatar
Michael Goff
149 months ago
Marketing won't save Microsoft. They were very unprepared for the post pc, mobile era. They have no mojo, no momentum and no foothold. It's iOS or Android. MS doesn't get a halo effect from its pc business and there is no compelling reason for mobile users to leave iOS or Android.

Can we drop this post PC nonsense?
Score: 3 Votes (Like | Disagree)
S
sundog925
149 months ago
This post is poorly written. You're talking about financials, and then predicted adoption rates in the same copy. "Apple and Samsung combined to capture all profits in the mobile industry during the fourth quarter..." WTH does this even mean? They joined forces? Basically copying the linked to article and barely changing it into your own words doesn't constitute as journalism. You took the whole context of the original article and skewed it, and not in an understable way. Next time just link to the original article and save us the headache, NOT your own article on MR. That's just redundant.
Score: 3 Votes (Like | Disagree)
C
CEmajr
149 months ago
Microsoft seems to be going with the Xbox strategy of taking heavy losses in order to gain a foothold in the market. Problem is it doesn't look like Apple is going to give away their position like Sony did with video games.
Score: 1 Votes (Like | Disagree)
I
i.mac
149 months ago
What is that, Apple makes 13X more profit than all its mobile competitors combined?

Granted I suck at math but the competitors are sucking at business at least compared to Apple.

It is easy to see that samedung and M$ commercials making fun of apple customers really paid for them.
Score: 1 Votes (Like | Disagree)
Read All Comments

Popular Stories

Apple Logo Cash Feature Blue

AAPL Stock Slides Following WWDC, But Analysts Broadly Raise Targets

Thursday June 11, 2026 8:51 am PDT by
Apple shares have lost roughly $25 per share this week following the company's WWDC 2026 keynote, though a wave of upward analyst price target revisions suggests Wall Street's longer-term view of Apple remains constructive. According to Tech Times, AAPL hit an all-time intraday high of around $317.40 on June 8 during the unveiling of Siri AI, before reversing to close at $301.54, down 1.89%. ...
Read Full Article • 52 comments
iCloud iPhone 17 Pro

iPhone Users Who Pay for iCloud Storage Get Two New Perks on iOS 27

Thursday July 2, 2026 6:10 am PDT by
If you pay for certain iCloud+ storage plans beyond the 5GB that Apple offers for free, you will receive two more perks on iOS 27 at no additional cost. A summary of the two new iCloud+ perks on iOS 27:Increased daily usage limits for some new Apple Intelligence features, including image generation in the revamped Image Playground app. HomeKit Secure Video cameras receive generated video...
Read Full Article • 51 comments
Apple Event Logo

Apple Just Released a New Product

Thursday July 2, 2026 8:04 am PDT by
Apple's first product release of summer 2026 occurred this week, but do not get too excited, as it is merely the Beats Solo Buds in a new color. Beats Solo Buds are now offered in orange through Best Buy in the U.S., with availability set to expand to 7-Eleven stores in Japan on July 4. Apple already offered orange Solo Buds in India for free with the purchase of an iPhone 15 or iPhone 15 ...
Read Full Article