The excluded middle
As I read your article, the thing that jumped out at me, threatening to seize my morning coffee mug and drain it dry before I could reach it, was this: If Apple owns the high-priced end of the smartphone market, and Android phones are only profitable in emerging markets, just who will occupy the midrange? Not Apple (their kit is just too expensive unless you've become addicted to the Kool-Aid), not Blackberry (alas, there's some seriously good kit there), and not WinPhones (the two hundred people using them in the world don't count). It's Android or nothing, then; there's no other contender. Someone will sell those phones and profit, there's a serious demand.
Your piece doesn't address this factor. What would you predict when you take it into account?
Me, I expect Samsung and a flood of cheap Chinese Androids to fill the bulk of the market.