While the iPhone and Blackberry together represented only 3% of all mobile phones sold last year, they accounted for 35% of all operating profits according to Deutsche Bank. And, this year should bring even more positive chatter within the halls of the two companies, as their collective share is expected to rise to 5% and 58% of total operating profits.
Why the iPhone and Blackberry and not others? Because Apple and RIM's share of the specific smart phone market -- rather than the overall mobile market -- was 32% in Q1 of this year. And, of course, the overall smart phone market opportunity is expanding at a brisk clip, particularly with the onset of high quality mobile video.