Android hits the wall

Charles Arthur, from his blog:

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.

This is all followed up by detailed analysis/numbers. Bottom line, the Android OEM business is in the toilet. [H/T John Kordyback]