According to a recent projection by one of the analyst, Apple (aapl) is slated to have $200B in savings pretty soon.

Apple projected and historical cash per share

During the recent patent wars, these giants have had to give out their numbers here

Smarphone sales comparison - apple (aapl) and samsung USA

Comparison of tablet sale performance - aaple and samsung in the US.

.As can be seen from the numbers in the US markets, Samsung sales numbers are not even close. Hence if Andriod is really doing well in the US, it should be selling a lot more of HTC and other manufacturers than Samsung.

The simplest reason could be that for any amount of money invested, these countries typically growing economies like India and China have a high rate of equity dilution resulting in a decrease in the EPS (and hence a reduction in growth seen per share brought).

This item was originally discussed here.

This is also clearly seen from the plot below by an analyst at Morgan Stanley:
(click on fig to enlarge)

Country-wise comparison of the average earnings growth with the annual dilution  - highest for high growth countries.

Correlation of markets across the world (24 countries)