There's a new Jaded Consumer article at Seeking Alpha on mobile manufacturers, in three parts:
Mobile Manufacturers Part I: Killer Competition
Mobile Manufacturers Part II: Samsung Sells More Stuff
Mobile Manufacturers Part III: Apple Makes More Money
These hardware articles follow the immediately-previous platform articles:
Understanding Google's Position In The Platform War (Part 1)
Understanding Google's Position In The Platform War (Part 2)
Together, these illustrate my argument on the future of mobile platforms and hardware competition.