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Launch of Apple's Verizon iPhone stems growth of Google Android platform

post #1 of 54
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Market share of Apple's iPhone grew in early 2011 thanks to the launch of the new Verizon iPhone, resulting in lost ground for the Google Android platform for the first time since the second quarter of 2009.

The NPD Group on Thursday announced its first quarter of 2011 Mobile Phone Track U.S. sales estimates for mobile devices, showing the effect the launch of the Verizon iPhone in February had on the market. Apple's mobile sales represented 14 percent of the domestic market, good for third place in terms of all mobile phone sales.

NPD's figures include both smartphones and feature phones, but for the first time, a majority of new handset purchases were smartphones. Even though smartphones are now king in America, Google's multi-device Android platform lost ground for the first time in nearly two years.

Google's losses came about chiefly because Apple built a new CDMA variant of its hugely popular iPhone 4. That device went on sale in February, and achieved sales of 2.2 million by the end of March.

Apple's total sales were behind only Samsung, which took 23 percent of units in the U.S., and LG, which represented 18 percent. But the iPhone 4 was also the top selling individual smartphone and the iPhone 3GS came in second, followed by the Motorola Droid X, HTC EVO 4G and HTC Droid Incredible.

"Apple and Verizon had a very successful launch of the iPhone 4, which allowed the iPhone to expand its market share that was previously held back by its prolonged carrier exclusivity with AT&T," said Ross Rubin, executive director of industry analysis at NPD. "While some of that growth came at the expense of Android operating system, Android models still accounted for half of all smartphones sold in the quarter."



Android's 50 percent of smartphone unit sales in the first quarter of 2011 was down from the 53 percent during the fourth quarter of calendar 2010. During that same span, Apple's iOS share grew 9 percent to represent 28 percent of all smartphone sales.

Apple's rival BlackBerry also continued to lose ground as the competition grows. Research in Motion's BlackBerry operating system shrunk by 5 points in the first quarter of 2011, to 14 percent.

"The rise of Apple and HTC show how companies can drive change in a mature device market to change the rules of the game," Rubin said. "The overall success of U.S. market leaders Samsung and LG will be tied to their success in the smartphone market."
post #2 of 54
And still 2 US carriers to go. Future is bright.
post #3 of 54
Does 2.2 million devices sold on Verizon make up the majority of the percentage drop for Android-based devices?

I’ll have to wait until next quarter, at least, to see about possible trends worth trading on. At this point there just isn’t enough data points for me.
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post #4 of 54
Quote:
Originally Posted by solipsism View Post

Does 2.2 million devices sold on Verizon make up the majority of the percentage drop for Android-based devices?

Ill have to wait until next quarter, at least, to see about possible trends worth trading on. At this point there just isnt enough data points for me.

What else if not iPhone then?
post #5 of 54
BlackBerry a rival to iPhone? Maybe several years ago RIM hoped that but it seems redundant to use the word rival and BlackBerry in the same sentence as Apple or iPhone now.
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post #6 of 54
not everyone wants to buy a copy cat.
post #7 of 54
Quote:
Originally Posted by AppleInsider View Post

Apple's rival BlackBerry also continued to lose ground as the competition grows. Research in Motion's BlackBerry operating system shrunk by 5 points in the first quarter of 2011, to 14 percent.

Microsoft should buy RIM (for zero billion dollars , and together they should make an exit from consumer space and focus solely on the enterprise. Call it Microberry or Blacksoft. That way MS will have a tablet OS and RIM a desktop os. Once they integrate their IT infrastructure like BBM and exchange they will be an unstoppable enterprise force.

They can then stop innovating and just sit on their laurels because corporations are just as resistive to change and innovation in their technology as these firms are resistant to innovate. This will allow both to focus on amount of cash their businesses still make instead of having to invest this cash into something new.
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post #8 of 54
Quote:
Originally Posted by Povilas View Post

What else if not iPhone then?

A good part of it could be Androids drop after a holiday quarter combined with its plateauing. Or maybe it was all because of the iPhone on Verizon. I just dont think there is enough evidence at this point that anything we state as verity would be post hoc ergo propter hoc.
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post #9 of 54
Ha?! The headline sounds like the Android platform grew after the Verizon iPhone launched?

"Launch of Apple's Verizon iPhone stems growth of Google Android platform"
post #10 of 54
Quote:
Originally Posted by digitalclips View Post

BlackBerry a rival to iPhone? Maybe several years ago RIM hoped that but it seems redundant to use the word rival and BlackBerry in the same sentence as Apple or iPhone now.

I don't think that word means what you think it means.
post #11 of 54
Quote:
Originally Posted by sheff View Post

Microsoft should buy RIM (for zero billion dollars , and together they should make an exit from consumer space and focus solely on the enterprise. Call it Microberry or Blacksoft. That way MS will have a tablet OS and RIM a desktop os. Once they integrate their IT infrastructure like BBM and exchange they will be an unstoppable enterprise force.

They can then stop innovating and just sit on their laurels because corporations are just as resistive to change and innovation in their technology as these firms are resistant to innovate. This will allow both to focus on amount of cash their businesses still make instead of having to invest this cash into something new.

RIM's market cap is 100 Billion IOUs .

How about SoftBerry or MicroBlack, if you see they can have all of them as they love naming things like, home basic, home premium, business, professional, ultimate etc..,
post #12 of 54
Quote:
Originally Posted by solipsism View Post

A good part of it could be Androids drop after a holiday quarter combined with its plateauing. Or maybe it was all because of the iPhone on Verizon. I just dont think there is enough evidence at this point that anything we state as verity would be post hoc ergo propter hoc.

It is market share, thus unaffected by holidays. Unless you think Android device sales are more affected by the holiday then anyone else.

During the same time iPhone sales went up. This is not causation, but the holiday quarter is not relevant at all..
post #13 of 54
Quote:
Originally Posted by solipsism View Post

A good part of it could be Androids drop after a holiday quarter combined with its plateauing. Or maybe it was all because of the iPhone on Verizon. I just dont think there is enough evidence at this point that anything we state as verity would be post hoc ergo propter hoc.

I think the main reason is because there's really nothing new from either iOS or Android in terms of smartphone hardware, so basically the only thing left is the Verizon iPhone. Right now I think because of Japan's trouble, this is going to drag on and nobody is going to ramp up production of new generation of smartphone, and I expect the sales trends to be getting more stable for the next few months.
post #14 of 54
Quote:
Originally Posted by Wovel View Post

It is market share, thus unaffected by holidays. Unless you think Android device sales are more affected by the holiday then anyone else.

Well android does love a good holiday party. http://www.youtube.com/watch?v=814zBQCcB4A

But yea I think the plateauing is a better explanation.
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post #15 of 54
Quote:
Originally Posted by drobforever View Post

I think the main reason is because there's really nothing new from either iOS or Android in terms of smartphone hardware, so basically the only thing left is the Verizon iPhone. Right now I think because of Japan's trouble, this is going to drag on and nobody is going to ramp up production of new generation of smartphone, and I expect the sales trends to be getting more stable for the next few months.

There are new Android phones every couple weeks. Many or even most of them claim to be better then the iPhone.
post #16 of 54
Quote:
Originally Posted by bloggerblog View Post

Ha?! The headline sounds like the Android platform grew after the Verizon iPhone launched?

"Launch of Apple's Verizon iPhone stems growth of Google Android platform"

The Android platform did grow. It just lost ground in marketshare. This happened because the market as a whole grew.

Basically, earlier it was 53% of X. Now it is 50% X + Y, where Y is large enough that their sales are greater than they were the last year.
post #17 of 54
Quote:
Originally Posted by solipsism View Post

A good part of it could be Androids drop after a holiday quarter combined with its plateauing. Or maybe it was all because of the iPhone on Verizon. I just dont think there is enough evidence at this point that anything we state as verity would be post hoc ergo propter hoc.

Umm....no...

Its marketshare, not total sales that have dropped. The holiday quarter will affect ALL phones the same way. Holiday quarter has nothing to do with it.

Its completely due to increased demand for the iPhone, as evidenced by its 9 point rise.

The question for Apple is if this can be sustained, or if it was just pent up demand.

However, I think the real competition will begin once the iPhone 5 is available, because iPhone 4 sales are seriously dampened due to iPhone 5 expectations.
post #18 of 54
Quote:
Originally Posted by Wovel View Post

There are new Android phones every couple weeks. Many or even most of them claim to be better then the iPhone.

True story. I have a couple of friends (both dislike Apple) who bought Android phones. HTC G2 (TMobile) and the latest Droid from Verizon.

These are smart technical folks (both SW devs). And they cant figure the phones out. Both of them had the Contacts import completely screwing up phone numbers. I was pretty astonished to hear this, because I thought Android was largely stable. But reality is that its not. Its just that no one ever seems to report on this (well, I cant really blame them, because with the million android phones, its hard to tell what is an OS issue, or what is a phone issue).
post #19 of 54
Of course it stemmed the growth of Android. 100 million people have access to a very popular phone they didn't have before. The question should be, why only a 3% drop? I bet it will be much more than 3% when all those people waiting for the iPhone 5 switch.
post #20 of 54
Quote:
Originally Posted by solipsism View Post

Does 2.2 million devices sold on Verizon make up the majority of the percentage drop for Android-based devices?

I’ll have to wait until next quarter, at least, to see about possible trends worth trading on. At this point there just isn’t enough data points for me.

The other thing to remember is that the only big Verizon Android launch recently was the Tbolt, which was priced $50 higher ( I know that is nothing compared to contract price, but the average customer balks at a $10 difference let alone a $50) And of course, this is the first time Verizon customers had the option of the iPhone on their network, so there was a lot of pent up demand (and a lot of customers are still under contract, so they won't get a new phone yet anyway).

This is why I hate "analysis" like this. It's far to short term and ignores things like contract terms, which play a HUGE role in when a customer gets a device.

It will be interesting to see the numbers after the iphone's been on the network after a year or so, because a ton of people will be coming off contract, including all of the Droid early adopters (which grabbed a significant amount of the "New to Smartphone" market on verizon.) Day 1 Moto Droid customers don't become eligible to upgrade until July, and before that the only "Premium" phone Most verizon customers had as an option was the original Blackberry Storm.
post #21 of 54
"...for zero billion dollars." Funny!

"...because corporations are just as resistive to change and innovation in their technology as these firms are resistant to innovate." Well said Sheff, true and "not so funny!"
post #22 of 54
Quote:
Originally Posted by christopher126 View Post

"...for zero billion dollars." Funny!

Yea, but unfortunately not my own material. It was Nilay Patel from engadget I think where I heard it as a reference to Nokia deal.
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post #23 of 54
Quote:
Originally Posted by sheff View Post

Microsoft should buy RIM (for zero billion dollars , and together they should make an exit from consumer space and focus solely on the enterprise

Well, if thats the plan, then:

http://arstechnica.com/microsoft/new...oft-to-end.ars

will make them a lot happier.
post #24 of 54
This is a false rumor perpetuated by the fanbois! The evil of closed iOS will never prevail! It's already been beaten by the unstoppable power of Android!!!

Jk.
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post #25 of 54
Quote:
Originally Posted by digitalclips View Post

BlackBerry a rival to iPhone? Maybe several years ago RIM hoped that but it seems redundant to use the word rival and BlackBerry in the same sentence as Apple or iPhone now.

Blackberry is doing amazing in the UK.
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post #26 of 54
Quote:
Originally Posted by sheff View Post

(for zero billion dollars ,

!! So glad I wasn't drinking something when I read that. Must find a way to get that into conversation stat. I don't suppose you remember where Nilay said that.
post #27 of 54
Quote:
Originally Posted by Wovel View Post

There are new Android phones every couple weeks. Many or even most of them claim to be better then the iPhone.

It has been argued that PT Barnum's was misquoted and didn't say, "there's a sucker born every minute."

As such, Google, by shear numbers and the fact that advertising does work, will have continued success.

However, admittedly knowing a couple of guys who have opted for an Android, I would contend that there is a sufficient population of gullible folks out there where Barnum' purported credo, "there's a customer born every minute," would be giving them too much credit.
post #28 of 54
Quote:
Originally Posted by gwlaw99 View Post

Of course it stemmed the growth of Android. 100 million people have access to a very popular phone they didn't have before. The question should be, why only a 3% drop? I bet it will be much more than 3% when all those people waiting for the iPhone 5 switch.

More like they're still on their last contract.
post #29 of 54
Stunning that the 3GS is the second most popular smartphone. I wonder what the breakdown is between 4 and 3GS? For the 3GS to sell more than Droid X, EVO 4G, and Droid Incredible means it was a pretty substantial number. This is a 2 year old phone with a 3 year old form factor...
post #30 of 54
Quote:
Originally Posted by rare comment View Post

Stunning that the 3GS is the second most popular smartphone. I wonder what the breakdown is between 4 and 3GS? For the 3GS to sell more than Droid X, EVO 4G, and Droid Incredible means it was a pretty substantial number. This is a 2 year old phone with a 3 year old form factor...

Oh this proves that Apple need more than two models at once. The illusion os choice in Android ( in reality touch screens can't change that much) so a model with a bigger screen, one with the 3GS form factor, and one with the existing iP4 factor, and you are done.
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post #31 of 54
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Originally Posted by TheGreatBug View Post

This is a false rumor perpetuated by the fanbois! The evil of closed iOS will never prevail! It's already been beaten by the unstoppable power of Android!!!Jk.

Just love the EnvyBoys. They can't read facts, can't absorb truth, can't discern the meaning of rumour. No, a rumour is what it is and until the facts and the truth is out, it is what it is. Get it?

Fact: the iPhone has just come out on Verizon.
Fact: the iPhones 3 & 4 sold well enough to boost Apple's standing in smart phone numbers.
Fact: the iPhone 5 is coming out in one version that will work on both AT&T and Verizon.
Rumour: the iPhone 5 will be so far ahead of the Droidenstein calamity family only an EnvyBoy nut would buy Droid. Now we must wait to see if this rumour proves out. It is not a false rumour. It is a rumour. Just as your and every other EnvyBoy's sputters can be labelled rumour.

Every time Apple wins it does make you sick to your stomach; but then Apple goes on laughing all the way to the bank.

The Apple garden is not closed to me and other contented AppleFans. However, your open jungle is open to viruses, junk intrusions and closed to the superior state of apps from Apple. It is open, however, to gales of laughter from those intelligent enough to choose quality over wishful dreaming.

Aside: If you were to sell your Droidenstein today, how much would you get for it?

Have a nice day, bud.
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post #32 of 54
Quote:
Originally Posted by Povilas View Post

What else if not iPhone then?

A lot of people like me are holding out for 4G.....
post #33 of 54
@mhikl:

You do realize you just got done venting a huge wall of text at someone who was "jk" right?

Unless he signs everything with his initials and "jk" happen to be his initials, "jk" means "just kidding."
post #34 of 54
Quote:
Originally Posted by solipsism View Post

Does 2.2 million devices sold on Verizon make up the majority of the percentage drop for Android-based devices?...

I noticed this too. Although the article states it as an outright fact (as do other articles on the net), it doesn't seem to me that the conclusion is necessarily warranted by the data. Yes, Android slowed a bit. Yes the Verizon iPhone was released in the same time frame (more or less). But the one doesn't necessarily equate to the other.

There was a report just yesterday about how one of the chief complaints of Android phone users is that the models come out too quickly and that there are too many of them. Slower Android sales could just as easily be ascribed to market saturation (in terms of choices of Android phones), as it could Verizon's iPhone.
post #35 of 54
2.2 million is a lot of smart phones. Hard to sell that many without impacting Android sales.
post #36 of 54
Oh look Americans, Android phones are still selling despite iPhone being available on more than one carrier.

Android leads in the UK, despite iPhone being available on at least five different carriers. I guess you guys can believe us now
post #37 of 54
Quote:
Originally Posted by neiltc13 View Post

Oh look Americans, Android phones are still selling despite iPhone being available on more than one carrier.

Android leads in the UK, despite iPhone being available on at least five different carriers. I guess you guys can believe us now

Panicing much? Android has sold more than the iPhone for just one month in the UK. Last year the iPhone alone was 50% of the market. As usual those stats miss the iPod touch and the iPad - which is really going to go large this quarter. They are just about becoming available in the UK.

The installed base of iOS is much higher, of course, and expect Apple to retake the lead when it gets the iPhone 5, reduces the price of the iPhone 4, and ( if smart) introduce another model of a cheap iPhone, possibly just a 3GS.
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post #38 of 54
So if the iPhone had not been released on Verizon, Android would be passing up iOS even faster than it already is? Thats not a good thing is it?
post #39 of 54
Quote:
Originally Posted by JeffDenver View Post

So if the iPhone had not been released on Verizon, Android would be passing up iOS even faster than it already is? Thats not a good thing is it?

That indicates that long term Android and iOS will be the same on phones - however Apple do need to get a cheaper model to turn aspiration into reality.

As for nielsen's stats - Apple outgrew the market so that doesnt make sense.

( Also you are comparing Android to iPhone, not iOS)
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post #40 of 54
Quote:
Originally Posted by mhikl View Post

Just love the EnvyBoys. blahblahblah

I tihnk you missed the "jk" at the end of the post you quoted.
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