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Android device activations now exceed 500,000 per day

post #1 of 229
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More than a half-million Android devices are now being activated every day, and the number is growing at 4.4 percent worldwide, the head of Google's mobile platform has revealed.

Rubin disclosed the numbers in a message posted on his official Twitter account Tuesday morning. Rubin is Google's vice president of engineering, the mastermind behind Android, and a former Apple engineer.

The numbers show the pace of activations for Android is growing rapidly. In December of 2010, Rubin revealed on Twitter that Google was then activating 300,000 Android devices per day.

Last October, in a surprise appearance on his company's quarterly earnings conference call, Apple Chief Executive Steve Jobs talked about Android and iOS activations. At the time, Google had said it was activating 200,000 Android devices per day, while Jobs revealed that Apple was activating 275,000 iOS devices each day with a peak of 300,000 on some days.

Since the iPhone first launched in 2007, Apple has sold more than 200 million iOS devices. iOS powers the iPhone, iPad and iPod touch, and is also found in the new Apple TV.

For some time now, sales figures have shown that sales of Android-powered devices, available in multiple form factors and configurations from numerous hardware makers, have moved ahead of the iPhone and iOS.



While Android has grown in market share, Apple's profit share has eclipsed the rest of the mobile industry. In fact, one recent analysis showed that Apple could buy rivals Nokia, Research in Motion, HTC and Motorola Mobility all at once with its estimated $70 billion in cash.

Apple has panned the Android platform as fragmented and inferior to its own integrated approach. Manufacturers such as Samsung and Motorola will install their own custom user interfaces on top of the Android mobile operating system to differentiate their devices on the market.

For its part, Google has countered by promoting Android as an "open" platform, free from the types of restrictions that Apple places on users of the iPhone and iPad. The Cupertino, Calif., company maintains strict control over the iOS App Store, and all software available for download on the platform must first be reviewed and approved.
post #2 of 229
Quote:
Originally Posted by AppleInsider View Post


While Android has grown in market share, Apple's profit share has eclipsed the rest of the mobile industry. In fact, one recent analysis showed that Apple could buy rivals Nokia, Research in Motion, HTC and Motorola Mobility all at once with its estimated $70 billion in cash.

Apple has panned the Android platform as fragmented and inferior to its own integrated approach. Manufacturers such as Samsung and Motorola will install their own custom user interfaces on top of the Android mobile operating system to differentiate their devices on the market.

That says it all. It's all you need to know.

Moving right along then . . .
post #3 of 229
Quote:
Originally Posted by AppleInsider View Post

For its part, Google has countered by promoting Android as an "open" platform, free from the types of restrictions that Apple places on users of the iPhone and iPad. The Cupertino, Calif., company maintains strict control over the iOS App Store, and all software available for download on the platform must first be reviewed and approved.

Android is "open" to virus attacks - and other malicious code - and you are "free" from any sort of quality control.

what about data comparing this to the industry as a whole? so what android has double daily activations of iOS - if iOS is still growing - and Android is at the expense of everybody else is that a bad thing?
post #4 of 229
Quote:
Originally Posted by AppleInsider View Post

More than a half-million Android devices are now being activated every day, and the number is growing at 4.4 percent worldwide, the head of Google's mobile platform has revealed.

Interesting given that all other recent info has Android growth stalling relative to the rest of the market.
post #5 of 229
Apple is a profit, not market share driven company. They don't care one iota about numbers like this.
post #6 of 229
This really is an inane comparison. You're comparing an OS which runs on a small range of premium-priced devices with an OS which runs on a vast range of phones, many of which are given away for free with moderately priced contracts. I bet many people who buy an Android phone are just buying a phone, and don't really know or care that it has Android installed.

It's like saying that Porsche is failing because it's selling fewer cars than Ford. Not everybody likes Porsches, and a Porsche isn't the right car for a large number of people - who might prefer something cheaper and more practical. Nevertheless, all Porsches are aimed at a relatively affluent market segment and turn a much higher profit margin than a Ford Focus does.
post #7 of 229
In related news, there are still more Windows PCs sold each year than Macs. Somehow, Apple survives.
post #8 of 229
Quote:
Originally Posted by Captain J View Post

Apple is a profit, not market share driven company. They don't care one iota about numbers like this.

I think they do. They do realize that losing market share (especially in a platform war) can lead to heavily reduced profits in the future.

Android just has tremendous reach, compared to the iPhone. As Asymco pointed out, the iPhone currently is inaccessible to over 90% of the addressable market (because such a large percentage is pre-paid where Apple does not compete at all, and competes for only about 50-75% of the post-paid market).

Apple's share has been relatively stable. I think we have seen the limits of their organic growth at these price levels. Android's success is a reflection of the destruction of Nokia and RIM's market shares. Once Apple starts competing at those levels (cheaper, contract free, unlocked phone), then things will really get interesting.
post #9 of 229
Someone has to take up the volume slack for all the lousy, low-end Nokia and Motorola phones that are not getting sold. This is simply a grab for share amongst bottom-feeders.
post #10 of 229
It may be an aberration, a random sample of one, but my grandsons, young teens and 'tweens, all want "cool" Android phones, as do their friends. They think my iPhone 4 is for old folks. Boring.

It may be wildly profitable to sell us (elders) phones, but it's not necessarily where the market is heading. Maybe Apple needs to get some "cool" back.

However, I am still looking forward to the iPhone 5!!
post #11 of 229
Quote:
Originally Posted by Euphonious View Post

This really is an inane comparison. You're comparing an OS which runs on a small range of premium-priced devices with an OS which runs on a vast range of phones, many of which are given away for free with moderately priced contracts. I bet many people who buy an Android phone are just buying a phone, and don't really know or care that it has Android installed.

It's like saying that Porsche is failing because it's selling fewer cars than Ford. Not everybody likes Porsches, and a Porsche isn't the right car for a large number of people - who might prefer something cheaper and more practical. Nevertheless, all Porsches are aimed at a relatively affluent market segment and turn a much higher profit margin than a Ford Focus does.

yes we all get that - but at the same time - if someone is shopping for a phone such that the contract price is effectively the same - and there is only a nominal difference in acquisition price - and 9 out of 10 people you see or ask for advice have an android based device - and only 1 has an iOS device - might that influence your decision?

The Ford to Porsche comparison might be more applicable if the cost of maintenance was the same - and the cost of insurance was the same - and the purchase price of the Porsche was only 10% or 20% higher rather than 400% higher (or whatever the real numbers are).

Yes we get it that it cost more to buy a higher quality product and those companies make a higher profit - and yes profit margin is more important than market share - but market share - and perhaps more - market (or brand) perception is not unimportant.

If the opinion of Porsche was that it is an overpriced - niche product - that is not as compatible or useful as other cars then maybe it would be a better comparison.
post #12 of 229
Quote:
Originally Posted by Euphonious View Post

TI bet many people who buy an Android phone are just buying a phone, and don't really know or care that it has Android installed.

Yeah, like my older brother. Though I wish he would have asked me first. I would have steered him to the Verizon iPhone. Oh well.
post #13 of 229
Everyday? So in 1 year everyone person in the world will have an android device?!?
post #14 of 229
We're talking phones here... not expensive cars.

At one point Apple could always rely on the Mac/Apple faithful. I really don't think that is true any more. The core group of Apple faithful may have increased but it has become a very small part of Apple's customer group. If Android phones match or even step ahead of Apple phones how many of Apple's current customer group will stay faithful to the platform? That's the real question.

I still feel that Apple has to decrease their product cycle time at some point, or Apple has to change it up in some form.

Think Blackberry. Think Mac prior to Steve.
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post #15 of 229
Quote:
Originally Posted by Captain J View Post

Apple is a profit, not market share driven company. They don't care one iota about numbers like this.

They do.
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post #16 of 229
Quote:
Originally Posted by sPdMoNk View Post

Everyday? So in 1 year everyone person in the world will have an android device?!?

Even at that rate it would take approx. 35 years... at today's population.
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post #17 of 229
Quote:
Originally Posted by sPdMoNk View Post

Everyday? So in 1 year everyone person in the world will have an android device?!?

There's far more than 182M people in the world.

And many people replace their phone yearly with the latest and greatest.

As for the comments that "Apple doesn't care about this" -- they sure do. That's exactly why the iPhone 4S is coming out in September.
post #18 of 229
Quote:
Originally Posted by Prof. Peabody View Post

Interesting given that all other recent info has Android growth stalling relative to the rest of the market.

That could just mean that everyone else is activating at the same or a higher rate so Android's percent of the market is standing still.
post #19 of 229
Quote:
Originally Posted by addicted44 View Post

I think they do. They do realize that losing market share (especially in a platform war) can lead to heavily reduced profits in the future.

Android just has tremendous reach, compared to the iPhone. As Asymco pointed out, the iPhone currently is inaccessible to over 90% of the addressable market (because such a large percentage is pre-paid where Apple does not compete at all, and competes for only about 50-75% of the post-paid market).

Apple's share has been relatively stable. I think we have seen the limits of their organic growth at these price levels. Android's success is a reflection of the destruction of Nokia and RIM's market shares. Once Apple starts competing at those levels (cheaper, contract free, unlocked phone), then things will really get interesting.

Yes, it will be between those two. I think Nokia is going to fall off a cliff. Although I would like to see some barrier between iOS and Android.

Interesting report from Australia shows iOS at 40%, as nokia collapsed. Android got to 23% but it's rate of increase is slowing.
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post #20 of 229
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Originally Posted by charlituna View Post

That could just mean that everyone else is activating at the same or a higher rate so Android's percent of the market is standing still.

Or the other information, from analysts, is faulty. Far from the first time. They say things newsworthy to get press, not because they're necessarily true and proven.
post #21 of 229
Are these Activations all new?

Because Android phones DO have numerous hardware faults compared to other phones.
post #22 of 229
Quote:
Originally Posted by Prof. Peabody View Post

Interesting given that all other recent info has Android growth stalling relative to the rest of the market.

Stalling in smartphone market share can still mean rapid growth in absolute numbers.
post #23 of 229
Bottom line you can go into any store and walk out with a free android phone and you can't with an iPhone. The masses also believe that the Android phones are the same as the iPhone. If you were to ask non-tech people who purchased an Android you would fine that those are there answers and price matters to them.

What would be better is how many high end android phones are being activated on a daily basis. Also, when was this data taken? I remember my stats class in Collage - Stats never lie and always lie.....

Bottom line 500,000 a day would equal 182,500,000 phones per year - Yeah right
post #24 of 229
Quote:
Originally Posted by Euphonious View Post

It's like saying that Porsche is failing because it's selling fewer cars than Ford. Not everybody likes Porsches, and a Porsche isn't the right car for a large number of people - who might prefer something cheaper and more practical. Nevertheless, all Porsches are aimed at a relatively affluent market segment and turn a much higher profit margin than a Ford Focus does.

And Porsche got taken over by Volkswagen (after unsuccessfully trying to take over Volkswagen).
post #25 of 229
Quote:
Originally Posted by charlituna View Post

That could just mean that everyone else is activating at the same or a higher rate so Android's percent of the market is standing still.

I think there is some truth to this.

I haven't seen a chart showing what share of each age group is buying the iPhone vs. Android phones but my guess, as some one else anecdotally pointed out, is that Android has a huge younger fan base... and that group definitely does turn over their phones much more rapidly than an older age group. How much that would effect the activation rate I'm not sure... and I'm also not sure if that actually is the case.
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post #26 of 229
It is absolutely true that activations can mean that people are replacing old android phones, and thus market share is not increasing as fast as you might think - but it is not going to iOS either.

Apple just needs more models, and cheaper models. I think they have pretty much won the tablet war, the phone war is there for the taking. Long term the Android model of not really getting devs any money is not going to win anything.
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post #27 of 229
"In a follow up tweet, Rubin admits that 400,000 of these activations are on $25 android phones in china."
post #28 of 229
Quote:
Originally Posted by Jexus View Post

Are these Activations all new?

Because Android phones DO have numerous hardware faults compared to other phones.

i think my daughter is on her third Android in a year because of hardware issues.
post #29 of 229
Quote:
Originally Posted by jplyman325 View Post

Bottom line you can go into any store and walk out with a free android phone and you can't with an iPhone. The masses also believe that the Android phones are the same as the iPhone. If you were to ask non-tech people who purchased an Android you would fine that those are there answers and price matters to them.

What would be better is how many high end android phones are being activated on a daily basis. Also, when was this data taken? I remember my stats class in Collage - Stats never lie and always lie.....

Bottom line 500,000 a day would equal 182,500,000 phones per year - Yeah right

However, he has only just reached that number so it isn't 90,000,000 so far this year. And some are replacing old phones.

Anyway Google have it easy - having no real fiduciary responsibility to report on actual numbers, unlike Apple, since they give it away - they can tweet their milestones. 500K a day was inevitable this year, in terms of growth since this time last year it is about 100%.
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post #30 of 229
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Originally Posted by paulsdenton View Post

It may be an aberration, a random sample of one, but my grandsons, young teens and 'tweens, all want "cool" Android phones, as do their friends. They think my iPhone 4 is for old folks. Boring.

It may be wildly profitable to sell us (elders) phones, but it's not necessarily where the market is heading. Maybe Apple needs to get some "cool" back.

However, I am still looking forward to the iPhone 5!!

Funny... my kids and their friends all want iPads, but will settle for iPod Touches. They're too young for phones (kindergarten and younger), but are amassing quite a few iOS apps they like that they'll probably be able to transfer to an iPhone someday.
post #31 of 229
Apple can't beat android in the number of activations. Android clearly won that war, even with iPhone 3GS covering the low end of the market. The biggest problem I see is that apple came off a bit arrogant in antenna gate, and google got a bit of the underdog status that apple had when they released the iPhone.

I like iOS, I think its the easiest OS to use, most capable and has the best backup system for when I migrate phones or screw something up while tinkering. However most people don't care, and will buy a phone because it comes in pink or has a 4.5 inch screen, and since most people don't care which company makes the phone it is more likely then not an android.
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post #32 of 229
Quote:
Originally Posted by asdasd View Post

They do.

Quote:
Originally Posted by Asherian View Post

As for the comments that "Apple doesn't care about this" -- they sure do. That's exactly why the iPhone 4S is coming out in September.

Of course Apple 'cares about' profits -- extreme statements here are clearly silly. I think the main point that people are making here is that Apple cares less about market share than it does profits. That is simply a fact. All you have to do is look at its history.

Btw, iPhone 4S is as much about profits as it's market share -- unless Apple continues to come up with new models, it cannot command the price premium and hence, maintain profit margin (costs cannot be pushed down too much without affecting quality, beyond a certain point).
post #33 of 229
Quote:
Originally Posted by noirdesir View Post

And Porsche got taken over by Volkswagen (after unsuccessfully trying to take over Volkswagen).

I don't think Apple is in danger of being taken over any time soon.
post #34 of 229
Might "w/w" mean "week-over-week" instead of "worldwide?" it would make more sense, because rate of growth means nothing without establishing a timeframe.
post #35 of 229
Quote:
Originally Posted by anantksundaram View Post

Of course Apple 'cares about' profits -- extreme statements here are clearly silly. I think the main point that people are making here is that Apple cares less about market share than it does profits. That is simply a fact. All you have to do is look at its history.

No it is NOT a fact. It is nonsense posted continuously on these boards, batted away with evidence, and then somebody else reposts is. On stage Jobs never mentions profit: What he and Apple do is talk about market share all the time Or, rather, they talk about it when they are winning or doing well. Jobs comes on stage and gives the figures. There are all kind of examples of this. They also responded to Rubin last year.

We also have Cook on record saying that he was unwilling to cede any market ( in particular the pre-paid) market. And that the iPhone was not for the rich.

The exception, beccause they have to, is in conference calls. They dont push margins even there. they generally guide for lower margins, and people ignore them.

Lets kill that myth. Apple want to dominate Tablets, and they want to regain momentum in phones.
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post #36 of 229
Quote:
Originally Posted by paulsdenton View Post

It may be an aberration, a random sample of one, but my grandsons, young teens and 'tweens, all want "cool" Android phones, as do their friends. They think my iPhone 4 is for old folks. Boring.

It may be wildly profitable to sell us (elders) phones, but it's not necessarily where the market is heading. Maybe Apple needs to get some "cool" back.

However, I am still looking forward to the iPhone 5!!

It is not an Aberration. My son is in secondary level education - in a different country to you i would guess. I have asked him about iPhones at school and he thinks there are perhaps three in the entire student population, only one of which is an iP4, and Android phones are spreading like wildfire. Samsung's Europa being particularly popular.
post #37 of 229
Quote:
Originally Posted by Quadra 610 View Post

That says it all. It's all you need to know.

Moving right along then . . .

Why did you highlight the manufacturer's ability to have custom ui?

Listen you ignoramus, it's not at all what you think it is. Imagine having a custom launcher, and some themes.

I can literally strip everything Samsung does for the ui, and make my own. That's all that is.
post #38 of 229
Quote:
Originally Posted by sheff View Post

Apple can't beat android in the number of activations. Android clearly won that war, even with iPhone 3GS covering the low end of the market. The biggest problem I see is that apple came off a bit arrogant in antenna gate, and google got a bit of the underdog status that apple had when they released the iPhone.

Sure they can. In Australia - the only country in the world where the phone market is approx. equal to the smart phone market, the iPhone is 40% of all phone sales. It gained this quarter. Australia is a rich country. In Europe the collapse of Nokia will give it an opportunity but it is not available for about 100M european subscribers ( source Asymco). and not available pre-paid losing about 70% of the potential world market ( source: asymco). Then when FoxConn comes online in Brazil, it has a chance in South America - dominated by Nokia at the moment.


Quote:
I like iOS, I think its the easiest OS to use, most capable and has the best backup system for when I migrate phones or screw something up while tinkering. However most people don't care, and will buy a phone because it comes in pink or has a 4.5 inch screen, and since most people don't care which company makes the phone it is more likely then not an android.

Actually iOs is pretty sticky, so people do care. Time to act to get people stuck, is now.
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post #39 of 229
Quote:
Originally Posted by anantksundaram View Post

I don't think Apple is in danger of being taken over any time soon.

Not any time soon, but all it takes is a few morons after Jobs is gone to ruin Apple like they did before
post #40 of 229
Quote:
Originally Posted by sheff View Post

Apple can't beat android in the number of activations. Android clearly won that war, even with iPhone 3GS covering the low end of the market. The biggest problem I see is that apple came off a bit arrogant in antenna gate, and google got a bit of the underdog status that apple had when they released the iPhone.

I like iOS, I think its the easiest OS to use, most capable and has the best backup system for when I migrate phones or screw something up while tinkering. However most people don't care, and will buy a phone because it comes in pink or has a 4.5 inch screen, and since most people don't care which company makes the phone it is more likely then not an android.

The majority of people that have experience using an iOS device (such as an iPod Touch) will clearly have a preference. Also, Apple does not need to command the largest market share to be wildly successful. They are selling their devices at a substantially higher margin. And as a follow up to that....the real play is the delivery of media to the devices, they appear to have a much more coherent long-term strategy as far as that is concerned!
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