Why Can?t BlackBerry Muddle Through? They?re Not The 99%

Horace Dediu at Asymco has run the numbers and it's not looking good. Samsung and Apple now control an estimated 99% of vendor profits with HTC scraping in with 1%. BlackBerry and Nokia barely register and, in fact, form a loss. First, I'd like to note why Dediu believes carriers are willing to cede so much of their profit to Apple and, presumably, Samsung. It's mostly about lock-in, a sort of bear hug that encourages customers to stay put in the long run. He writes:

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