Exactly.
It's seems unlikely that they would be doing so differently from HTC and ZTE, much smaller players who are doing very well.
I don't know of any comprehensive numbers on the market that I'd trust, but as a snapshot Apple reported $7.3 Billion profit in July (for phones, ipods, ipads + compters etc.) up 80% from last year, while Samsung just announced $2.3 Billion just from smartphones, a yearly increase of over 100%. (This doesn't seem to include money from selling components to other smartphone makers, such as Apple).
http://pic.twitter.com/rIO0siLf
Edit: See also: http://www.asymco.com/hire-me/vendor-bubbles/
Do you think that supports your point or mine? As a reminder my point was that "I'm equally confident that their profits from smartphones are large and growing quickly".
(The bubbles' seem to paint the same picture in a more dynamic way, with Apple, Samsung and HTC rising strongly over the last year though it ends at June.)
I'm a bit confused about Apple's profit being "6" according to the bubble thing in June and it being $7.5 Billion for their entire product line the next quarter. I guess that's not just smartphones then (edit: yep, confirmed it's all products combined).
