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Apple's iPhone tops US smartphone shipments, but Android devices take 44%

post #1 of 232
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Apple's iPhone was the best-selling smartphone in the third quarter of 2010, taking 26.2 percent of the market, but the wide variety of handsets running Google's Android represented a commanding 43.6 percent.

New data from Canalys released on Monday shows that Apple took the top spot in the U.S. as the best-selling smartphone vendor in the country. Apple's 26.2 percent share edged Research in Motion's 24.2 percent, giving Apple the greatest shipments of any vendor in the U.S., which is the largest smartphone market in the world.

However, Canalys also found that devices running Google's Android mobile operating system represented 43.6 percent of U.S.shipments in the third quarter of 2010. Worldwide, Android grew 1,309 percent from the same period a year ago, from 1.4 million shipments in the third quarter of 2009 to more than 20 million units during the three-month span this year.

"With Samsung, HTC, Motorola and Sony Ericsson all delivering large numbers of Android devices, and with focused efforts from many other vendors, such as LG, Huawei and Acer, yielding promising volumes, the platform continues to gather momentum in markets around the world," said Canalys Senior Analyst Pete Cunningham.

"Android has been well received by the market and in some geographies it is becoming a sought-after consumer brand. It has rapidly become the platform to watch, and its growing volumes will help to entice developers, ensuring consumers have access to an increasingly rich and vibrant mobile content and application ecosystem."

The numbers show a total of 9.1 million smartphones running Android from the Open Handset Alliance being shipped in the third quarter of 2010. That was ahead of the estimated 5.5 million iPhones sold in the three-month frame. Research in Motion's BlackBerry came in third in the mobile operating system race, shipping an estimated 5.1 million, followed by Microsoft with 600,000.



Recent studies have repeatedly shown that Android-based smartphone shipments have eclipsed Apple's iPhone in 2010. Some have shown that Android's growth was not slowed by the launch of the iPhone 4 this summer.

Apple and Android have publicly disputed one another over new device activation numbers throughout 2010. But on last month, Apple Chief Executive Steve Jobs admitted that Android outsold the iPhone in the June quarter, citing numbers from Gartner which he said he believes are "pretty accurate."

Jobs said during his company's quarterly earnings call that in the June quarter, many customers were waiting to buy the iPhone 4. He said his company is waiting to find out what happened in the September quarter, but it's hard to track because there is no "solid data" on how many Android devices are shipped each quarter.

Apple just had its best quarter ever, selling a record 14.1 million iPhones. That helped the company achieve 70 percent growth in profits to $4.31 billion.
post #2 of 232
So it still took the collective forces of gazillion different models of Android to outsell the 3GS and 4.. I'd like to see the OHA broken up to the individual manufacturers and see how they're doing.
post #3 of 232
Gads... I hope that bloody at&t exclusive ends soon. Apple's desire for a secure return with at&t has ceded so much ground to Android, it's like the desktop wars all over again with Android playing the part of Windows. Fulfill the pent-up demand for the iPhone, Apple!

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post #4 of 232
Android may be doing well now, but I don't think it has legs. That platform is going to suffer from fragmentation and related entropy much more so than Windows has in the computer world due to the looser standards imposed by Google. That, combined with Apple's relatively strong position in terms of economies of scale (by "relatively" I mean compared to where they are with the Mac vs Windows), means that predictions of this being another Windows beats Mac situation are way off base.

In short, Apple is on its game like never before, and Android is a hollow Windows imitator. I'm not worried about Apple's chances.
post #5 of 232
I believe that people who buy Android phones instead of iPhones overwhelmingly do so for only two reasons:
1. In the USA, they want to use Verizon instead of AT&T
2. They can't afford an iPhone and, generally speaking, have a very small amount of disposable income.
post #6 of 232
Quote:
Originally Posted by SpamSandwich View Post

Gads... I hope that bloody at&t exclusive ends soon. Apple's desire for a secure return with at&t has ceded so much ground to Android, it's like the desktop wars all over again with Android playing the part of Windows. Fulfill the pent-up demand for the iPhone, Apple!

It's radically different from the desktop wars. Apple never had the kind of marketshare with the Mac that it has with the iPhone, and Apple never had the kind of financial strength that it has now. Plus, Android is a hollow imitator of the Windows business model. Google is depending on (and ceding power to) their OEM partners much more heavily than MS ever did, which is going to lead to fragmentation and degradation of the Android brand.
post #7 of 232
Quote:
Originally Posted by Wurm5150 View Post

So it still took the collective forces of gazillion different models of Android to outsell the 3GS and 4.. I'd like to see the OHA broken up to the individual manufacturers and see how they're doing.

It won't be a pretty picture.
post #8 of 232
apples to oranges
post #9 of 232
I'm wondering how many Android phones have actually been sold for full price, instead of including the ones that you get for free. Verizon and other carriers were doing a Buy One and Get One Free program on many of their Android models. You'll see that the figures show how many were activated. The free phones are included in that total. The iPhone has never been part of a BOGO promotion.
It will be interesting to see how well iPhones sell once they are on more than one carrier in the U.S. market.
post #10 of 232
This is the Wintel vs. Mac issue all over again. People compared Mac sales to the sales of all Windows machines, yet Apple wasn't in the OS business and Microsoft was.

The only impact Android as an OS has on Apple is the fact that as that platform becomes more prevelant, if developers see a bigger opportunity, they might develop apps for Android instead of Apple iOS, especially if they're a smaller developer who doesn't have the resources to do both.

But on the up side, having real competition will keep Apple on its toes to continually make the products better. I think that is a good thing. Apple tends to be a bit arrogant and insular. Users can't change that, but competition can. In fact, if Apple keeps breaking sales records, it's unlikely that their products will get substantially better. It's only if they start to fail that they will change.
post #11 of 232
Quote:
Originally Posted by SpamSandwich View Post

Gads... I hope that bloody at&t exclusive ends soon. Apple's desire for a secure return with at&t has ceded so much ground to Android, it's like the desktop wars all over again with Android playing the part of Windows. Fulfill the pent-up demand for the iPhone, Apple!

How much will that account for? Most sales are outside the US, there are a fair number that would have jumped from the other three carriers to AT&T for the iPhone already, and there are some that wont go with the iPhone no matter what carrier they are on because of some irrational reason.

To me, it seems like those that are waiting for the iPhone to be on T-Mobile, Sprint, and Verizon are fairly low for the longterm sales of the device worldwide. Im sure there will be a spike next year when the carrier(s) is announced, but I still expect Android-based handsets to outsell iOS-based handsets. There are just way too many of them on the market taking way too many price points. The only surprising thing to me is why Android isnt much farther ahead at this point.
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post #12 of 232
Good. Android won. I hope the trolls will leave this site now. We can go back to actually useful discussions. Also, Apple won't have to take huge risks to be the "biggest" in smartphone land, let Android be the crappy Windows of smart phones. And good bl**dy luck to all the developers actually trying to make useful apps for Android, let alone make money from it.
post #13 of 232
There are so many different Android phones available versus 2 iPhone models, it's inevitable that Android will dominate the market share numbers. I don't think that will bother Apple unless it leads to developers turning away from iOS, as they have a very profitable niche in the market. Once HP/Palm, Microsoft and RIM start getting their act together re app's they will all start to eat into Androids market share.
post #14 of 232
Quote:
Originally Posted by AppleInsider View Post

Apple's iPhone was the best-selling smartphone in the third quarter of 2010, taking 26.2 percent of the market, but the wide variety of handsets running Google's Android represented a commanding 43.6 percent.



If this trend continues, it is likely that many devs will switch from iOS to Android. It seems that Android will swamp iOS soon.
post #15 of 232
Quote:
Originally Posted by Blastdoor View Post

Android may be doing well now, but I don't think it has legs. That platform is going to suffer from fragmentation and related entropy much more so than Windows has in the computer world due to the looser standards imposed by Google.

Which standards are you talking about?

What standards did M$ have in the computer world that are tighter than Google's looser standards?

What standards?
post #16 of 232
Android's global market share is still in single digits outside the US. In fact, with the exception of China at 13%, its share is only 1 or 2% in every other country. (China suffers from the same problem as the US market in only having one carrier with the phone. And even then it has been officially sold for only about a year at that.)

Android continues to do well in the US ONLY because of the AT&T exclusive deal, and because the other carriers are giving Android devices away for free! (Just as they are with RIM devices.) The problem in the US is that the commodity company (the carriers), are giving away the added value product (smartphones) for free thus driving the entire market to commodity status, while Apple continues to sweep up the majority of the profit.
post #17 of 232
Quote:
Originally Posted by Steve-J View Post

If this trend continues, it is likely that many devs will switch from iOS to Android. It seems that Android will swamp iOS soon.

Ah, was wondering when you'd come onto this thread. It's laid up nicely for you. Go nuts!
post #18 of 232
Quote:
Originally Posted by anotherperson View Post

I believe that people who buy Android phones instead of iPhones overwhelmingly do so for only two reasons:
1. In the USA, they want to use Verizon instead of AT&T
2. They can't afford an iPhone and, generally speaking, have a very small amount of disposable income.

Well that's a very stupid generalization you made. All the high-end Android devices sell for the same contract price as the iPhone 4 and with more or less the exact same plan prices too.
\Apple has always had competition. It's just been in its blind spot.
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\Apple has always had competition. It's just been in its blind spot.
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post #19 of 232
Quote:
Originally Posted by anotherperson View Post

I believe that people who buy Android phones instead of iPhones overwhelmingly do so for only two reasons:
1. In the USA, they want to use Verizon instead of AT&T
2. They can't afford an iPhone and, generally speaking, have a very small amount of disposable income.

1. In the US, Android phones are available on every major carrier.
2. The best-selling Android phones cost $200 with contract, the exact same price as the iPhone.

I don't think either of these reasons holds much water.

Instead, I think that the majority of people people buy Android phones because they like them the best, all things considered.
post #20 of 232
Quote:
Originally Posted by Steve-J View Post

Which standards are you talking about?

What standards did M$ have in the computer world that are tighter than Google's looser standards?

What standards?

Windows had less fragmentation. You had mainly Windows 3.1, 95, 98, 2000, XP, Vista, 7.

So that's about 7 versions over, what, 2 decades? How many Android versions do we have in the space of a few years?
post #21 of 232
Quote:
Originally Posted by Steve-J View Post

1. In the US, Android phones are available on every major carrier.
2. The best-selling Android phones cost $200 with contract, the exact same price as the iPhone.

I don't think either of these reasons holds much water.

Instead, I think that the majority of people people buy Android phones because they like them the best, all things considered.

*Grabs popcorn, settles into comfy chair* This is going to be good...!

BTW, anotherperson said
1. In the USA, they want to use Verizon instead of AT&T
You said:
1. In the US, Android phones are available on every major carrier.

Which is precisely the point anotherperson was making.
iPhone numbers could be limited because it is only available on AT&T, whereas Android is everywhere.
Therefore, availability of iPhone is limited.

In any case at the end of the day Apple can't make enough iPhone 4. That's the problem, not whether people want to buy it.
Definitely from a global perspective this applies. In the US, maybe it's different, but 3 week shipping times for the online Apple Store were quoted for many months.
post #22 of 232
Quote:
Originally Posted by djmikeo View Post

The iPhone has never been part of a BOGO promotion.

Are you absolutely certain about that?
post #23 of 232
Quote:
Originally Posted by SpamSandwich View Post

Gads... I hope that bloody at&t exclusive ends soon.

i think the issues isn't AS MUCH about one provider as it is with one HANDSET. with Android, you can choose a 4.3" screen or a tiny screen, a slide-out keyboard or completely touchscreen.

Quote:
Originally Posted by Blastdoor View Post

Android is a hollow imitator of the Windows business model.

how so? Windows was never open-source, free and dependent on ad revenue.

Quote:
Originally Posted by AsianBob View Post

Well that's a very stupid generalization you made. All the high-end Android devices sell for the same contract price as the iPhone 4 and with more or less the exact same plan prices too.

again, CHOICE. High-End isn't the only place to find Android devices. the only "cheap" iPhone you can get is a year-old model, not a newer, smaller, less feature-packed model.

if Apple is going to attempt to keep pace with Android, it's going to take more than multiple carriers, it's going to take an iPhone Nano, and possibly a third model as well. CHOICE.
post #24 of 232
Quote:
Originally Posted by Steve-J View Post

Are you absolutely certain about that?

Android won, iOS lost. I think your work here is done.

EDIT: BTW VLC is available now on iPhone. You were mentioning you couldn't try it out previously since it was only available on iPad in the "fragmented" iOS ecosystem.
The best part? It's just one file, that runs on iPhone, iPod touch and iPad.
The reviews are quite mixed though.
post #25 of 232
Quote:
Originally Posted by desarc View Post

Again, CHOICE. High-End isn't the only place to find Android devices. the only "cheap" iPhone you can get is a year-old model, not a newer, smaller, less feature-packed model.

if Apple is going to attempt to keep pace with Android, it's going to take more than multiple carriers, it's going to take an iPhone Nano, and possibly a third model as well. CHOICE.

Agreed... Why are we expecting ONE company to "defeat" <all the rest of the phone manufacturers in the world>?

In any case, US numbers are interesting, but it is important to see the GLOBAL figures.
post #26 of 232
Quote:
Originally Posted by Steve-J View Post

Which standards are you talking about?

What standards did M$ have in the computer world that are tighter than Google's looser standards?

What standards?

That little windows sticker that comes on PCs isn't there just for decoration.
post #27 of 232
Quote:
Originally Posted by Shaun, UK View Post

There are so many different Android phones available versus 2 iPhone models, it's inevitable that Android will dominate the market share numbers.

I don't think that makes any sense.

RIM, for example, has many different phones, but they do not dominate.

There are scads of different Symbian smartphones, but they do not dominate.

I see no correlation between the variety of handsets on an OS and the dominance of the OS. Indeed, iOS once dominated despite its lack of hardware variety.

Instead, I think that Android's dominance of the smartphone market is for other reasons, including, but not limited to, the fact that most people like it better than the other OS choices.
post #28 of 232
Quote:
Originally Posted by Steve-J View Post

If this trend continues, it is likely that many devs will switch from iOS to Android. It seems that Android will swamp iOS soon.

Congratulations! 100 posts in your 1st week. (How very 'Appl'ish!)

Your Prize
post #29 of 232
Quote:
Originally Posted by desarc View Post

how so? Windows was never open-source, free and dependent on ad revenue.

Exactly -- that what makes Android a hollow imitator. It's trying to be a "standard", but it's a standard being set by a company unwilling to do the hard work necessary to support a standard. Windows is a product. Android is a free t-shirt with a logo on it.
post #30 of 232
Quote:
Originally Posted by nvidia2008 View Post

Android won, iOS lost. I think your work here is done.

EDIT: BTW VLC is available now on iPhone. You were mentioning you couldn't try it out previously since it was only available on iPad in the "fragmented" iOS ecosystem.
The best part? It's just one file, that runs on iPhone, iPod touch and iPad.
The reviews are quite mixed though.

Well people should grab the VLC app before it gets yanked out of the App Store anytime now..
post #31 of 232
Why iOS vs. Android won't be a repeat of Mac vs. Windows

1. While Android is "open" it is still very controlled by the carrier not Google.
2. While there are lots of phones shipping with the Android OS, almost every manufacturer puts their own GUI on it. This leads to confusion in the marketplace.
3. Apple will be going to Verizon and Android will have to compete where it previously didn't have to.
4. Apple also has a media player and tablet ecosystem that feed into their phone market. Android doesn't have anything like it and it will be a while before it does.
5. Apple has a well established digital distribution platform for music, media, apps and books. Apple pioneered this and set he bar very high.
6. Apple sells digital content in many more countries than Google.
7. Google has to compete with other app stores such as Amazon's.
8. Apple has decades of experience in OS development, testing, deployment, updating etc. Google is just learning and having a difficult time with their fragment OS strategy.
9. Android will have to compete with Chrome OS. Internally Google is split.
10. Steve Jobs.
post #32 of 232
Quote:
Originally Posted by nvidia2008 View Post

Android won, iOS lost. I think your work here is done.

You forgot "Apple is doomed !!1!!1!"
post #33 of 232
Quote:
Originally Posted by Steve-J View Post

I don't think that makes any sense.

RIM, for example, has many different phones, but they do not dominate.

There are scads of different Symbian smartphones, but they do not dominate.

I see no correlation between the variety of handsets on an OS and the dominance of the OS. Indeed, iOS once dominated despite its lack of hardware variety.

Instead, I think that Android's dominance of the smartphone market is for other reasons, including, but not limited to, the fact that most people like it better than the other OS choices.

Just throwing this one out there though...

Android requires almost zero R*D for any handset manufacturer, definitely zero licensing costs and so on.

That could be a reason, ie. there are simply more Android smartphones available on the market than non-Android smartphones.

I don't think iOS really "dominated" until post-iPhone 3GS launch when unit numbers went significantly higher.
post #34 of 232
Quote:
Originally Posted by SpamSandwich View Post

Gads... I hope that bloody at&t exclusive ends soon. Apple's desire for a secure return with at&t has ceded so much ground to Android, it's like the desktop wars all over again with Android playing the part of Windows. Fulfill the pent-up demand for the iPhone, Apple!

Well, it's like the desktop wars all over again, but there will be two players like Microsoft, and one of them will be Microsoft. I'd be willing to predict that within 2 years in the market Microsoft will have a bigger market-share than Google in the Smartphone business. And RIM will be fucked. Microsoft has the better OS of the two, and a lot of power behind them. I don't see their defragmentation being half as bad as Google's either.

I see Apple breaking away from exclusivity in different markets around the world and bringing out a better iPhone 5, which will stand to them. I also see them cutting costs a little on unlocked phone sales in the markets where they offer the iPhone unlocked, while adding more value to the product. Apple's share is only going to grow as far as I'm concerned. And when they redesign the antenna I can see that helping the image of the iPhone, a lot.
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post #35 of 232
Quote:
Originally Posted by Wurm5150 View Post

Well people should grab the VLC app before it gets yanked out of the App Store anytime now..

Ironically, it will probably not be because of Apple (though people will jump on that bandwagon pretty fast)...

http://www.cultofmac.com/grab-vlc-fo...e-pulled/67128

It seems it should not have been submitted by the developer in the first place because of open source licensing etc etc blah blah blah freedom for all yay!!!
post #36 of 232
Quote:
Originally Posted by Franck View Post

You forgot "Apple is doomed !!1!!1!"

Thank you. It took a while for someone to post it...!
post #37 of 232
Quote:
Originally Posted by piot View Post

Congratulations! 100 posts in your 1st week. (How very 'Appl'ish!)

Your Prize

Quote:
Originally Posted by Steve-J View Post

I don't think that makes any sense.

RIM, for example, has many different phones, but they do not dominate.

There are scads of different Symbian smartphones, but they do not dominate.

I see no correlation between the variety of handsets on an OS and the dominance of the OS. Indeed, iOS once dominated despite its lack of hardware variety.

Instead, I think that Android's dominance of the smartphone market is for other reasons, including, but not limited to, the fact that most people like it better than the other OS choices.

Android is winning because if you walk into a Verizon store your choices are:
Android, Android, Android, Android, Android, RIM.

Soon Android will have to actually compete with the iPhone on it's home turf.
post #38 of 232
deleted
post #39 of 232
Quote:
Originally Posted by Johnny Mozzarella View Post

Why iOS vs. Android won't be a repeat of Mac vs. Windows
.....
6. Apple sells digital content in many more countries than Google.
.....

I only learned recently of how limited the Android Marketplace is:
http://en.wikipedia.org/wiki/Android_Market
post #40 of 232
Quote:
Originally Posted by nvidia2008 View Post

Windows had less fragmentation. You had mainly Windows 3.1, 95, 98, 2000, XP, Vista, 7.

So that's about 7 versions over, what, 2 decades? How many Android versions do we have in the space of a few years?

You forget many, many versions of Windows.

How about 3.11, which IIRC, was Windows for Workgroups? How about the "Multimedia extensions" that may or may not have been present on your install disk?

How about all the differerent hardware, 386s and 486s and add-on cards and LAN cards and sound cards and video cards?

You don't even mention Windows NT, the great great grand daddy of all the current stuff.





But the point is that fragmentation is an issue with all OSs, including iOS, and that it can be dealt with. It
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