High-end Android OEMs had a terrible second quarter. The smartphone business generally grew less quickly than for a couple of years as China stagnated overall. But not for Apple; by contrast, it grew strongly. Samsung’s Galaxy S6 did not impress the punters. LG’s G4 sold less well than apparently the company hoped. Sony had a torrid time. HTC then redefined torrid. Premium Android has a real, immediate problem.
More than ever, the smartphone business is turning into one where only two companies make money from handsets — and increasingly, only one gets the top-end business. […] At this point, anyone that isn’t Apple or Samsung seems to be praying for a miracle.