http://www.eetimes.com/electronics-news/4391816/Analyst–Apple–Samsung-snagged-over-100–of-Q2-handset-profits

Apple and Samsung took 108% of handset profits in Q2. It’s over 100% because other handset OEMs lost money. Basically it’s (Apple+Samsung’s profit) > (Entire handset industry’s profit). I don’t know how chip makers like DRAM, NAND, PMIC manufacturers can deal with this situation. If they don’t get a design win on Apple or Samsung handsets, it’s very difficult to earn money in the mobile market. Even worse, Samsung uses their own chip for DRAM, NAND and AP, so they don’t really buy much from other vendors. Mobile seems to be the fastest growing and largest market for semiconductor chips, but few chip companies will take advantage of that.