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Apple's iPhone market share three times greater than Android in US

post #1 of 250
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A new survey of U.S. smartphone owners found that 28 percent use a device running the iPhone OS, compared with just 9 percent on Google's Android mobile operating system.

The data released this week by Nielsen shows Apple as the No. 2 smartphone maker in a poll of 11,724 users. Apple gained 2 percent in market share in the first quarter of 2010, compared with the previous quarter. The top smartphone, Research in Motion's BlackBerry, lost 2 percent in the same frame to sit at 35 percent.

Apple is ahead of Windows Mobile, which had a 19 percent market share in the first quarter, down 2 percent from the previous quarter. Google's Android came in fourth, with 9 percent. Palm took fifth with 4 percent, Linux sixth with 3 percent, and Nokia's Symbian came in seventh in the U.S> with 2 percent.

The study found that both Android and iPhone users are mostly male, but those on Android are typically younger, less wealthy and less educated. The survey discovered that 28 percent of Android users earned more than $100,000 a year, while 40 percent of iPhone users were in that income bracket. The average for all smartphones has 34 percent of users earning six-figure salaries.

Both iPhone and Android users are extremely loyal to their brands. Nielsen found that 80 percent of iPhone users want their next device to run the same operating system. Similarly, 70 percent of Android users said they will stick with Android for their next device.



The rest of the competition falls far behind, with just 47 percent of BlackBerry users looking to stick with a Research in Motion handset. And 34 percent of Windows Mobile users said they would stick with the same operating system in their next phone.



But Android users are also twice as likely to try the iPhone than iPhone users are likely to try Android. Among those surveyed, 14 percent of Android users said they would switch to an iPhone, while 7 percent of iPhone users said they would buy an Android device instead.



The Nielsen data shows Apple with an even greater lead over Android than the AdMob data released in late May. That study found that iPhone OS devices are twice as large as Android in the U.S., and 3.5 times greater globally.

The data shows that use of the iPhone has persisted in the market, helping Apple to keep its commanding lead over Android, even as sales of Android devices have grown significantly. Last month, the NPD Group declared that Android phones, available on a variety of devices and on multiple carriers, were collectively outselling Apple's iPhone in the U.S.

Last week, Nielsen released a "State of Mobile Apps" survey, which found that Apple had a vast lead in the mobile application market. That survey of more than 4,200 people found that iPhone users had an average of 37 applications, which was significantly more than the 22 applications had by Android users.
post #2 of 250
Iphones have a bigger installed base than Android phones.

Is that news? Is there anybody who is surprised? WTF?
post #3 of 250
Wasn't Android supposed to leave iPhone in the dust?
post #4 of 250
so 7% of iPhone owners want their next phone to be an Android based device, wereas 14% of Android users want an iPhone as their next phone.
Twice as many, that should tell us something.


Quote:
Originally Posted by Stevie View Post

Iphones have a bigger installed base than Android phones.

Is that news? Is there anybody who is surprised? WTF?

it's better than nothing
post #5 of 250
Quote:
Originally Posted by Quadra 610 View Post

Wasn't Android supposed to leave iPhone in the dust?

I thought so too.
post #6 of 250
Quote:
Originally Posted by Joe hs View Post

so 7% of iPhone owners want their next phone to be an Android based device, wereas 14% of Android users want an iPhone as their next phone.
Twice as many, that should tell us something.

Actually, that's good for android, 7% of 28 is more than 14% of 9.

over time, it means that the iPhone will have double the market share of android (ignoring all other factors), but that would be a significant erosion compared to the current ratio.
post #7 of 250
Quote:
Originally Posted by Joe hs View Post

so 7% of iPhone owners want their next phone to be an Android based device, wereas 14% of Android users want an iPhone as their next phone.

This is significant for me, as there has been a lot of high profile glitzy Android hardware.

When Apple release their new iPhone these may tilt the stats even further in favour.

A few weeks back it was reported like it is a case of when, not if Android would overtake iPhone OS in share. Now I'm not sure, I don't see why Apple can't hold on to their lead.
post #8 of 250
Quote:
Originally Posted by Quadra 610 View Post

Wasn't Android supposed to leave iPhone in the dust?

I thought that there was a survey recently that showed they already had... something from an ad company I think... anyone remember that? tanked the stock something awful.
post #9 of 250
Quote:
Originally Posted by iCarbon View Post

I thought that there was a survey recently that showed they already had... something from an ad company I think... anyone remember that? tanked the stock something awful.

I believe that was a 'study' showing that for a set period of time (like Feb to April) Android had a higher rate of increase in new users.

However someone pointed out that numbers are not without context and everyone that knows anything about Apple and the iphone is aware that come this month or next there will be a new phone. so if they are eligible for an upgrade they aren't as likely to blow it during that period but wait and see what is announced.

Also as with the whole 7 of 28 v 14 of 9, it was a percent of growth against current numbers so the iphones lower percent came out to a higher figure because it started with a higher base.

for me, the big conclusion in these numbers is that there's 72% of not iphones out there in the market. So you can't really argue that Apple has a dominance in the smart phone market, making antitrust claims against the hardware/software harder to pull off. And that can bleed into the App store etc since outside of music they are all limited to the iphone and siblings rather than open for all mobile OSs. Vertical integration is rarely judged as an antitrust issue in and of itself.
post #10 of 250
Quote:
Originally Posted by iCarbon View Post

I thought that there was a survey recently that showed they already had... something from an ad company I think... anyone remember that? tanked the stock something awful.

The April report from AdMob (a Google subsidiary) showed that Android (a Google product) devices in the US market made more ad requests to the AdMob network than iPhone devices. None of the other measurements in the AdMob report showed that Android had overtaken the iPhone, here in the U.S. or abroad. Nonetheless, this is the data that some media sites based their conclusions from. I'll leave it up to the reader to decide himself/herself whether or not deductive reasoning was sufficiently applied here.

You can download the AdMob April report right here:

http://metrics.admob.com/wp-content/...ics-Apr-10.pdf

AdMob's reports only show data collected on their ad network, not other ad networks. Also, AdMob cannot know what people are doing with their devices when they are not looking at ad-supported content.

So this really begs several questions: do Android users seek out more AdMob-supported webpages than iPhone users? Are the most popular Android apps more likely to be serving up AdMob ads versus similarly popular iPhone apps? Are there any pre-installed Android apps that are supported by AdMob? (no pre-installed iPhone app does).

Apple's stock was probably more affected by the broad market decline (Dow Jones, S&P 500, Nasdaq) than by the report itself. It's worth nothing that even with the report, AAPL has outperformed the S&P 500 over the past three months by a wide margin (+20%).
post #11 of 250
Quote:
Originally Posted by Quadra 610 View Post

Wasn't Android supposed to leave iPhone in the dust?

And didn't Nokia's CEO want Symbian market share in the US to grow to the market leader by now?

Turns out you can't do that while your largest smartphone partner and second largest overall US carrier (AT&T) offers the product you want to beat. True, there is T-Mobile, but Symbian S60 should have been launched on CDMA carriers by now if Nokia seriously wanted to gain share and become US market leader against the Apple/AT&T juggernaut. But they didn't, and that's what killed their chances.

Oh, and Nokia still has the goal to beat iPhone OS in US market share. Good luck.
post #12 of 250
So am I conclude that iPhone users are older, smarter and richer?
post #13 of 250
Quote:
Originally Posted by Stevie View Post

Iphones have a bigger installed base than Android phones.

Is that news? Is there anybody who is surprised? WTF?

So despite the new data from polls, stats, graphs, and trends the only thing you took from the entire article was that iPhone was still bigger? WTF, indeed!
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post #14 of 250
Quote:
Originally Posted by BartBuzz View Post

So am I conclude that iPhone users are older, smarter and richer?

I know a lot of "young people" (like myself) many of whom are iPhone users but none, that I know of, are android users.
post #15 of 250
Quote:
Originally Posted by cvaldes1831 View Post

So this really begs several questions: do Android users seek out more AdMob-supported webpages than iPhone users? Are the most popular Android apps more likely to be serving up AdMob ads versus similarly popular iPhone apps? Are there any pre-installed Android apps that are supported by AdMob? (no pre-installed iPhone app does).

With the lack of controls of Android was there some rogue code calling AdMob ads in apps running the background that the user wasn't aware of?
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post #16 of 250
Quote:
Originally Posted by BartBuzz View Post

So am I conclude that iPhone users are older, smarter and richer?

Not sure. Perhaps the studies done about the Mac user vs. PC user demographic apply to mobile devices as well. I imagine they might.
post #17 of 250
Quote:
Originally Posted by iCarbon View Post

I thought that there was a survey recently that showed they already had... something from an ad company I think... anyone remember that? tanked the stock something awful.

What you may be remembering is a recent quarterly sales report where Android phones sold in greater numbers than the iPhone.

This article is a different subject: the installed base from ALL quarters. The iPhone has a huge lead in that regard, as this article reports.

Two different stats. But the trends, if they continue, indicate that Android phones will overtake the iPhone in total installed base by 2012, IIRC.
post #18 of 250
Quote:
Originally Posted by BartBuzz View Post

So am I conclude that iPhone users are older, smarter and richer?

I think the only demographic that matters is smart (although the article only mentions education, not intelligence).

Note: My friend has Verizon, so I recommended the Droid Incredible, the latest smartphone released at the time on that network. He was so excited to show it to me when he received it from pre-order. The saddest moment, 5 people in the office couldn't figure out how to take a photo with the photo app. They could manipulate the camera in any other way, features purportedly lacking on the iPhone, but they couldn't figure out how to take a photo. Saddest thing ever.
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post #19 of 250
Quote:
Originally Posted by charlituna View Post

for me, the big conclusion in these numbers is that there's 72% of not iphones out there in the market. So you can't really argue that Apple has a dominance in the smart phone market, making antitrust claims against the hardware/software harder to pull off.


Nobody in their right minds would claim that Apple has dominance in the smart phone market.

They are at best number three, trailing way behind Nokia and RIM.


The factor you identify will not make antitrust claims harder to pull off. It is entirely beside the point. Because you are arguing against a proposition which doesn't exist, you are making a straw man argument.
post #20 of 250
Quote:
Originally Posted by solipsism View Post

With the lack of controls of Android was there some rogue code calling AdMob ads in apps running the background that the user wasn't aware of?

...frightening if true
post #21 of 250
Limiting the stats to just US sales appears to show iPhone growth on par with Android for the period covered. Limiting the stats to Cuperinto's zip code shows looks even better for iPhone.

But once we take such arbitrary limitations away and look at the world as a whole, we see a different picture:

iPhone
1Q09: 10.5%
1Q10: 15.5%
Rate of growth:68%

Android
1Q09: 1.6
1Q10: 9.6
Rate of growth: 600%

http://techcrunch.com/2010/05/19/iph...id-25-percent/

Looking at the whole of sales worldwide, Android is outgrowing iPhone by almost an order of magnitude.
post #22 of 250
Quote:
Originally Posted by BartBuzz View Post

So am I conclude that iPhone users are older, smarter and richer?

That seems to be borne out by the stats.

I've seen some commentary that ATT's new pricing plan is intended to attract parents to get iPhones for their kids in increased numbers. The older skew indicates that there is an untapped market for younger iPhone users.
post #23 of 250
Quote:
Originally Posted by solipsism View Post

So despite the new data from polls, stats, graphs, and trends the only thing you took from the entire article was that iPhone was still bigger? WTF, indeed!

I was commenting on the headline. I guess I should have said so.
post #24 of 250
Quote:
Originally Posted by Stevie View Post

Nobody in their right minds would claim that Apple has dominance in the smart phone market.

They are at best number three, trailing way behind Nokia and RIM.

Nobody in their right mind would claim that profits have no barring on dominance in a market.
http://www.ismashphone.com/images/Ap...nfographic.png (image) It sure looks like they are dominate to me.
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post #25 of 250
The road to mobile dominance is littered with "iKiller" flavors of the week. On the other hand, building on the creative work of Apple then giving it away (essentially) worked for Windows. Only time will tell how this all plays out. So far, it looks like Apple will always be A leader, if not THE leader, in terms of numbers. Apple will continue to lead in innovation.
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post #26 of 250
Quote:
Originally Posted by RationalTroll View Post

Looking at the whole of sales worldwide, Android is outgrowing iPhone by almost an order of magnitude.


Of course. Look at iPhone's growth out of the gate. It's easy to post huge growth numbers when starting from zero. That huge growth number will return to more normal ranges as things average out a year from now.
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post #27 of 250
Quote:
Originally Posted by silverpraxis View Post

but they couldn't figure out how to take a photo. Saddest thing ever.

Very sad. It is good that such folk have the iPhone to use.

But your friend with the Droid needs to download a few different camera programs and pick one that he likes better. If he were to Google "Android Camera App" he will have plenty of recommended choices available to him.
post #28 of 250
Quote:
Originally Posted by Stevie View Post

Very sad. It is good that such folk have the iPhone to use.

And they call Apple fans elitists?
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post #29 of 250
Quote:
Originally Posted by RationalTroll View Post

Limiting the stats to just US sales appears to show iPhone growth on par with Android for the period covered. Limiting the stats to Cuperinto's zip code shows looks even better for iPhone.

Which is it? You've consumed too much lead paint as a kid or you are trolling? The growth rate of a single product when excluding it from the entire market is irrelvant with the entire market.

I wasn't aware that Nielsen was monitoring the entire world and that AI has chosen to just use the US stats to make the iPhone look better.

How about some accurate market growth.
Android
07% — Q4-09
09% — Q1-10
02% — Market Share Growth

iPhone
26% — Q4-09
28% — Q1-10
02% — Market Share Growth My 12yo can understand this, why can't you?
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post #30 of 250
Am I imagining things or this place crawling with Debbie Downers lately? Between the trolls, pessimists, and armchair CEOs is there anybody left here to enjoy Apple's products and success? I guess not.
post #31 of 250
Quote:
Originally Posted by solipsism View Post

Nobody in their right mind would claim that profits have no barring on dominance in a market.
http://www.ismashphone.com/images/Ap...nfographic.png (image) It sure looks like they are dominate to me.


Sure. Depends on how you pick meanings for the words used.

In some respects they are "dominant". In the respect currently under discussion, they are not.

The topic under discussion is market share and the implications for antitrust. The topic you bring up is profits.

Yes, the word that applies to profits. No, it does not apply to market share.
post #32 of 250
Quote:
Originally Posted by Robin Huber View Post

So far, it looks like Apple will always be A leader, if not THE leader, in terms of numbers. Apple will continue to lead in innovation.

What the heck do you care if the word "leader" applies to Apple or not? You want to twist the word so it will continue to apply, in some manner?

Hey - Apple is likely to continue to be a very successful company. Whether or how they are or are not a "leader" is unimportant.
post #33 of 250
Quote:
Originally Posted by BartBuzz View Post

So am I conclude that iPhone users are older, smarter and richer?

The latter is traditionally true of Apple customers, since their products, peripherals, and services tend to cost more than alternatives.

Just as Mercedez-Benz has 100% of the Mercedez-Benz market, Apple has some 92% of the market for PCs that cost more than $1000. But not everyone drives a Mercedez, and only 5.4% of the world uses Mac OS.

The "boutique" strategy Apple has pursued with their highest-in-the-industry margins has been great for shareholders, but often challenging for developers and in turn for customers. How many people do you know who had to buy a PC because some app they needed wasn't available for Mac OS?

Today Apple holds a lead with phone apps, but between their limited carriers, offering a single phone model, and the one-two punch to developers of SDK 4.0 and the growing number of arbitary AppStore purgings, we can safely expect that to level off within a year, ceding the majority of development investment to Android.
post #34 of 250
Quote:
Originally Posted by Robin Huber View Post

Of course. Look at iPhone's growth out of the gate. It's easy to post huge growth numbers when starting from zero. That huge growth number will return to more normal ranges as things average out a year from now.

They did not start out at zero during the time periods under comparison. I'm not sure what you are saying.
post #35 of 250
Quote:
Originally Posted by Robin Huber View Post

And they call Apple fans elitists?

Who calls them that?
post #36 of 250
Quote:
Originally Posted by Stevie View Post

In some respects they are "dominant". In the respect currently under discussion, they are not.

Yes, but you made a blanket statement that Apple has zero dominance in the smartphone market. You also ignored their dominance over other smartphone companies in marketshare and unit sales.

If you were only looking at one aspect of one metric then you should have stated so instead of simply using the word "dominate" and "smartphone market" to ONLY indicate unit marketshare. RiM, Nokia, Apple, Android, and surely others are all dominate share of the market in some way.
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post #37 of 250
95% of apps submitted to Apple are approved within 7 days.

You always attempt to paint this picture of developers in mass leaving the iPhone for Android, when their is absolutely no credible evidence to show any motivation for them to do this.


Quote:
Originally Posted by RationalTroll View Post

Today Apple holds a lead with phone apps, but between their limited carriers, offering a single phone model, and the one-two punch to developers of SDK 4.0 and the growing number of arbitary AppStore purgings, we can safely expect that to level off within a year, ceding the majority of development investment to Android.
post #38 of 250
Quote:
Originally Posted by Quadra 610 View Post

Wasn't Android supposed to leave iPhone in the dust?

As a matter of fact it does on practically every front now. Apple's beginning to slip on mind share as well. The only thing remaining now is market share. And from the momentum, IMO, it's a matter of time unless Steve announces tomorrow that Verizon is going to start selling on Verizon. Apple will no doubt have a block buster quarter with the new phone. The interesting thing will be to see who wins in the last quarter.
post #39 of 250
Quote:
Originally Posted by solipsism View Post


How about some accurate market growth.
Android
07% Q4-09
09% Q1-10
02% Market Share Growth

iPhone
26% Q4-09
28% Q1-10
02% Market Share Growth My 12yo can understand this, why can't you?

Likely it is because your 12 year old is not capable of more sophisticated analysis.

It would be unremarkable, for example, if a product went from 76 to 78 percent of a market. But if a new product goes from, say 8, percent to 10 percent, it shows something much more significant.

If you stop your analysis at "they are both 2%", without thinking any further, then you miss much.
post #40 of 250
Quote:
Originally Posted by Stevie View Post

What the heck do you care if the word "leader" applies to Apple or not? You want to twist the word so it will continue to apply, in some manner?

Hey - Apple is likely to continue to be a very successful company. Whether or how they are or are not a "leader" is unimportant.

Thanks, in the future I'll check with you before deciding what I should care about.

Aren't you being argumentative for argument's sake?

As an Apple enthusiast, their being a leader in their field is important. To me, anyway.
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