Android is everywhere!
IOS devices are not.
I have never seen an Android phone in the wild in the UK yet, everybody I meet has an iOS device.
This argument is full of android zealots. Nevertheless I want to correct some assumptions, and misleading facts.
1) Apple outgrew the market in the 2nd quarter, which will be it's weakest quarter this year. Androids "catchup" was confined to the US - where it went ahead, but the US figures played into the world figures. One quarter of catchup is not the same as an installed base.
2) The iPhone i4 and 3GS 8MB are selling like hotcakes. Apple clearly said in the 2Q conference call that their YoY run rate was an increase of 90% until they announced the iPhone 4. Even factoring in the 1.7 million sold in the last 3 days their final year on year increase was 60%. So sales dropped off a cliff for a month. Hard figures, not speculation. So people who were unaware of the iP4 until the announcement held off from then, and the people who were aware of it were holding off all year ( like me, for instance). This quarter I expect a sequential increase on 100% or more.
3) People who buy Android in the US wanted an iPhone like device but not AT&T. That will change next year.
4) Please include the iPod Touch ( and now the iPad) in all quarterly comparisons. That matters to developers. Every holiday quarter Apple sells about 20M iPods, otherwise 10M. About half are touches, this will probably increase this year. Conservatively expect 15M iPod touches to come out to December. All running 4.X. Developers rejoice.
5) Steve announced 230K new activations a day. That is iPhone or iPad 3g only, and excludes iPod touches. It runs to 7M a month or 21M a quarter. It includes iPad 3Gs but it does not include upgrades ( i.e. sales to old customers, which must be 50%). The maths is simple here, the iOS is pulling ahead of Android this quarter rather sharply. Sales could be 40M.
To those of you who think that this is a re-run of the Mac - Windows market please learn about some other markets. The PC market is anomalous in being a dual platform. The Mobile market was multi-platform before the iPhone, it was after the Android, and it will be post Windows 7 - which will also be licensed ( so why do the licensing will always win brigade ignore Windows 7?) . Windows 7 will attract that portion of the Apple hating Windows loving crowd who now go to Android. It will be Windows 10%, Android 20%, iOS ( all devices) 40-50%. Sold apps will be far higher on the App Store, and will attract more developers.
Lastly Apple dont care about profits. They dont give their shareholders any money. Unless the company is losing money they dont look at it. They could, after all, make money from an Apple branded Windows machine.
Steve is a founder CEO, which is quite a different beast from a MBA CEO. He wants to win. Look at the prices of iPods. They want that in the Phone market too.
For those of you who think it is about money, not market share, when has Steve every mentioned the Apple Stock. Has he ever crowed about becoming the biggest company in the US? he belittled the idea at D8.
No, he comes on an talks about sales, and market share, and apps, and numbers of downloads and so on.
They want to win the Phone OS war,because they believe their OS is better, and they will because the OS is better.
( Android lovers will probably come back on that one, but trust me as a developer, it is night and day. Android is vile, ugly, restrictive, iOS is desktop quality SDK, and to us the SDK is the OS).