If you're into numbers like I am, check out this statmobile handsets generated $117 billion in revenue in 2005, an increase of 14.9% over 2004. This is according to Telecom Trends International (www.telecomtrends.net).
Of that $117 billion, the top three vendors share over 60%. Those Big Three were Nokia, Motorola, and Samsung, and the numbers reflect both revenue and units shipped. Beyond those three, Sony Ericsson was fourth in revenue, while LG was fourth in shipments.
In addition, the researchers predicted that handset revenue will grow to $129.9 billion in 2008. Interestingly, they say it will then begin to decline, to $125.0 billion in 2012.
As for units shipped, Telecom Trends says that 815.2 million handsets shipped last year, but will more than double by 2012 to reach 1.7 billion handsets. Putting 2 and 2 together, this says that the revenue per unit will decline fairly significantly. As if it wasn't already hard enough to reduce the BOM.
There are some other interesting figures in this report. You might want to check it out.