My own gut feeling is that even though Apple will stand to sell more iPhones and pay Nokia additional royalties, the immediate hit to Nokia will probably not be completely made up by these additional iPhones sales. That said, this is a temporary hit, not a permanent.  

I would assume Samsung has simply gone back to the drawing board regarding the battery/charger circuitry etc ... and should have a "new" phone within months, I cannot see them taking longer, they just cannot afford that.