Polarisation, continued

This chart shows quarterly revenue from handset sales from the 'traditional' branded OEMs. It is as reported by the companies, in US dollars, and includes both smartphones and non-smart phones: non-smart is perhaps half of Samsung's revenues.

The thousands of small Chinese and Indian manufacturers are not included, nor are Huawei or ZTE, which do not give this data consistently: as Qualcomm pointed out, 'the handset business is a barbell' (link). There are also some blanks for where some smaller companies have not reported Q4 yet. 

I could comment on this data, but it really ought to speak for itself. There are two scale players and the rest are... challenged.