Apple Thoughts: Apple and RIM Continue to Kick Butt

"When you look at sales of the iPhone or Blackberry as a percentage of total cell phone sales, they are still a tiny smidgen of the one billion phones estimated to be sold this year. But when you look at what really matters-their share of revenues or operating profits-the picture looks a lot different. Deutsche Bank analyst Brian Modoff calculated the share of operating profits going to each major mobile handset manufacturer and came up with the eye-opening chart above. It shows Apple (pink) and RIM (turquoise) increasingly taking a disproportionate share of industry profits, mostly at the expense of Nokia's diminishing handset operating profits (blue)."

Jeez... It really is a two-pony race at this point. Interestingly enough, HTC isn't included on the list, so I have to wonder just how accurate it is seeing as HTC makes pretty much every Windows Mobile phone on the market. More analysis over at Tech Crunch if this sort of thing does it for you.