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Apple continues to gain US smartphone share as iOS hits 27%

post #1 of 92
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Apple's stateside share of the smartphone market continued to grow last quarter, with the iPhone representing 27 percent of the domestic mobile operating system market.

It was a 1 percentage point change from Apple quarter over quarter, with iOS increasing from 26 percent in the April quarter of 2011, according to the latest data from comScore. Apple's gains came at the expense of Research in Motion (down 4 points), Microsoft (1 point) and Symbian (0.4 points).

The only other gainer among the top five smartphone platforms was Google's Android, which saw 5.4 percentage point growth quarter over quarter, easily outpacing Apple. Android now represents 41.8 percent of smartphones in the U.S.

comScore said 82.2 million people in the U.S. owned smartphones during the three months that ended in July 2011. That's up 10 percent from the preceding April quarter.

In terms of hardware manufacturers for both smartphones and regular cell phones, Samsung was tops with 25.5 percent share, up 1 point from the April quarter. Apple was the only other gainer in the top five, growing 1.2 points from the previous quarter to 9.5 percent of total mobile subscribers. Apple only competes in the smartphone market, while Samsung also makes traditional cell phones.

Among hardware vendors, LG was flat at 20.9 percent, Motorola dipped 1.5 percentage points to 14.1 percent, and RIM slid 0.6 points to 7.6 percent.



For the three-month span ending in July, there were 234 million Americans ages 13 and older using mobile devices. comScore's study surveyed more than 30,000 U.S. mobile subscribers for its latest MobiLens report

comScore first reported in January of this year that Android had passed the iPhone in total U.S. subscribers for the first time. At the time, RIM was the market leader with 33.5 percent of the U.S. market, but the BlackBerry maker has quickly plummeted to third place, now well behind Android and iOS.

Apple's smartphone presence consists solely of the iPhone, while handsets running Google Android are represented by a number of manufacturers and many more devices. comScore's data represents devices actively being used rather than current sales figures.
post #2 of 92
Beleaguered Apple is doomed.
Android rules.
Short AAPL now.
post #3 of 92
If you are so sure, buy some Google stock (and short Apple too). I'm betting against you. I'll keep my Apple stock. Thank you very much!
post #4 of 92
Lost in translation
post #5 of 92
The real test is going to happen when all the low-end players (RIM, Windows, Nokia, etc.) are finally eliminated and the battle takes place between Android and iOS. Will Apple maintain its marketshare or will Android start eating away at Apple's share? Right now it's a growth market and the two leaders have lots of room to expand. The interesting question is "what happens when it's a zero-sum game?"
post #6 of 92
Quote:
Originally Posted by davebarnes View Post

Beleaguered Apple is doomed.
Android rules.
Short AAPL now.

Cool story bro
post #7 of 92
Quote:
Originally Posted by davebarnes View Post

Lost in translation

And that's why it is advisable to use smilies on the Internet.

There are just too many people with different backgrounds and interpretations to make untipped sarcasm a clever ploy. There are a large number of people on tech forums who aren't native English speakers. In general, sarcasm is less effective in written communications than in speech. In live spoken communications, there are often gestural hints that indicate sarcasm and the speaker will often measure up his/her audience before trying sarcasm, again because it doesn't always work with all audiences.

And no, I'm not joking.

post #8 of 92
That's a pretty healthy jump for Android. Apple will definitely need to open up their phone to all major carriers if they hope to compete against Google for market share.
post #9 of 92
Android smartphones are on all US networks. How many customers the other non-iphone nettworks have? This is the missing parameter in the iOS-Android duel.
post #10 of 92
Quote:
Originally Posted by Negafox View Post

That's a pretty healthy jump for Android. Apple will definitely need to open up their phone to all major carriers if they hope to compete against Google for market share.

They definitely will.
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post #11 of 92
The weird thing is I have met or seen literally countless people with iPhones and even many BBs but I have yet to see anyone with an Android phone. And yes I travel a lot!
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post #12 of 92
Quote:
Originally Posted by Negafox View Post

That's a pretty healthy jump for Android. Apple will definitely need to open up their phone to all major carriers if they hope to compete against Google for market share.

But Apple doesn't really compete for marketshare. They would rather take the lion's share of the profits, let everyone else scrap it out for crumbs.

Apple is taking something like 60+% of the cellphone industry's profits with just 5-6% of the total share (all handsets, smartphone and dumbphones).

This is the same thing with their PC division. Apple takes the major of the PC industry's profits despite their low marketshare. Meanwhile, giants like HP sell a lot more systems, yet struggle to maintain profitability. HP intends to sell or spin off their Personal Systems Group because of this issue.

Quote:
Originally Posted by digitalclips View Post

The weird thing is I have met or seen literally countless people with iPhones and even many BBs but I have yet to see anyone with an Android phone. And yes I travel a lot!

I see them a lot in the SF Bay Area and my anecdotal observations match the reported demographics: young, male, high-tech nerds.
post #13 of 92
Quote:
Originally Posted by digitalclips View Post

The weird thing is I have met or seen literally countless people with iPhones and even many BBs but I have yet to see anyone with an Android phone. And yes I travel a lot!

I know three people who have Andriod phones. On works for Adobe, the second is a geek who likes root access sans jailbreak and the third is my brother because it was cheap. Past that I see the same thing as you.

Same goes for iPads. I've never seen a Galaxy Tab or the like outside of Best Buy (and even in the store I've never seen anyone actually playing with anything other than iPads).
post #14 of 92
Quote:
Originally Posted by digitalclips View Post

The weird thing is I have met or seen literally countless people with iPhones and even many BBs but I have yet to see anyone with an Android phone. And yes I travel a lot!

You're not going to the right places. If you hang out with educated, sophisticated adults you're less likely to see an Android-based device at least, that's what the advertising campaigns seem to indicate.
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post #15 of 92
Quote:
Originally Posted by davebarnes View Post

Beleaguered Apple is doomed.
Android rules.
Short AAPL now.

Enough said....
post #16 of 92
I'm sure this is why Steve Jobs resigned. He realized that he had failed in his attempts to have more iOS market share than Android.



j/k
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post #17 of 92
Quote:
Originally Posted by rhyde View Post

The real test is going to happen when all the low-end players (RIM, Windows, Nokia, etc.) are finally eliminated and the battle takes place between Android and iOS...

This is a battle that has already taken place and iOS has won.

The article is about smartphone share in the USA. Worldwide and platform to platform, iOS already "won" a long time ago. By the time the other smaller smartphone vendors have disappeared, iOS will be so completely dominant that it won't even matter.

This is just a USA only statistic of limited meaning and almost no consequence to the platform war that is currently going on.
post #18 of 92
Quote:
Originally Posted by davebarnes View Post

Lost in translation

I couldn't take your first post seriously even if you were...

Many will read the first post... but not the second... count on it.
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post #19 of 92
Quote:
Originally Posted by DougMcNerd View Post

If you are so sure, buy some Google stock (and short Apple too). I'm betting against you. I'll keep my Apple stock. Thank you very much!

I wouldn't buy stock in a company convicted of aiding and abetting illegal drug traffickers.
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post #20 of 92
Quote:
Originally Posted by solipsism View Post

You're not going to the right places. If you hang out with educated, sophisticated adults you're less likely to see an Android-based device at least, that's what the advertising campaigns seem to indicate.

I rarely see folks using Android phones. When I do, they usually fall into two categories:

1) They were purchased cheap at their local wireless store. Thinking it was "just like an iPhone" but cheaper, or given with a 2-for-1 plan, or whatever supposed "deal" they thought they were getting. Most people in that group from my experience hate their Android phones. Most common reasons - They suck batteries like it's going out of style, shoddy build quality, and just too complicated to use.

2) They very tech-saavy people that are really into tinkering and love command-line windows. For all matters, these are the perfect devices for them as they have some innate need to control every small aspect of their device instead of using it as a phone (and not a PC) and actually doing something better with their time instead of trying to locate the next app that manages phone resources. Let's not get started on the "Free & Open and Walled-garden" debate as most consumers could really not care any less about that.

Everyone else I come across with use iPhones. Most don't own any other Apple products. Most don't ever plug their iPhones into a computer once they start using it. They are happy with it, most have rave reviews about the elegance and simplicity of it. In general, they are a very satisfied customer.

They are also the most stolen... that has to mean something!!!
post #21 of 92
Quote:
Originally Posted by digitalclips View Post

The weird thing is I have met or seen literally countless people with iPhones and even many BBs but I have yet to see anyone with an Android phone. And yes I travel a lot!

Yeah, same here.

I see quite a few Asian kids with Android phones because of the cheap aspect and because they are die hard Windows fans, but when I'm on transit and I look around the train, for every 10 devices, I see roughly 3 Blackberries 6 iPhones and 1 Android.

I only saw my first Windows Phone Ultimate 7 Edition today.

Which was pretty hilarious as the person that had it was an older woman who had been sold it by the attendant at the cell phone store and she could not work it at all.

I tried to help her out but sheesh! That thing is way complicated. There is no way anyone but a business user with a lot of patience is going to like those things at all. It's certainly not a phone that you can just pick up and use. You will have to read the manual.

She had just left it on the defaults and everyone she had phoned with it created a new tile with that person's name on it. She already had like 50 tiles and had no idea what to do with them.

Despite being brand new it was pretty slow too. Giant pauses before anything happens that throw you off etc.
post #22 of 92
Quote:
Originally Posted by Prof. Peabody View Post

This is a battle that has already taken place and iOS has won.

The article is about smartphone share in the USA. Worldwide and platform to platform, iOS already "won" a long time ago. By the time the other smaller smartphone vendors have disappeared, iOS will be so completely dominant that it won't even matter.

This is just a USA only statistic of limited meaning and almost no consequence to the platform war that is currently going on.

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post #23 of 92
Quote:
Originally Posted by cvaldes1831 View Post

But Apple doesn't really compete for marketshare. They would rather take the lion's share of the profits, let everyone else scrap it out for crumbs.

Apple is taking something like 60+% of the cellphone industry's profits with just 5-6% of the total share (all handsets, smartphone and dumbphones).

This is the same thing with their PC division. Apple takes the major of the PC industry's profits despite their low marketshare. Meanwhile, giants like HP sell a lot more systems, yet struggle to maintain profitability. HP intends to sell or spin off their Personal Systems Group because of this issue.


I see them a lot in the SF Bay Area and my anecdotal observations match the reported demographics: young, male, high-tech nerds.

0% market share means no products are sold, thus no profits. You simply have to look at the MP3 player industry to see, yes, Apple does indeed compete for market share. If Apple did not care about market share, they would not have wasted their time on Safari for Microsoft Windows. Unfortunately, Google Chrome came along and took the lead as the WebKit-based web browser.

If Apple did not care about market share, they would not be litigation happy to block other competing hardware from being sold. There is synergy between market share and profits.
post #24 of 92
All this with one version of the iPhone. Impressive.
post #25 of 92
Quote:
Originally Posted by Negafox View Post

You simply have to look at the MP3 player industry to see, yes, Apple does indeed compete for market share.

What you're mistakenly saying is that slashed profits in order to artificially ballon their unit marketshare. But that's not correct; they won the unit marketshare the old fashion way, by having a more desirable product.

Quote:
If Apple did not care about market share, they would not have wasted their time on Safari for Microsoft Windows. Unfortunately, Google Chrome came along and took the lead as the WebKit-based web browser.

That's just silly on so many levels.

Quote:
If Apple did not care about market share, they would not be litigation happy to block other competing hardware from being sold. There is synergy between market share and profits.

Again, it's about profit, not about going after the number of units in a market at the expense of profits.
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post #26 of 92
Quote:
Originally Posted by AnOldAplGuy View Post

Enough said....

I believe he was being sarcastic...
post #27 of 92
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Originally Posted by Youarewrong View Post

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If ever there was a clearer case of a troll who has joined the forum simply to post garbage and generally make trouble, here it is.

Please consider removing the right to post for "Youarewrong."

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post #28 of 92
Quote:
Originally Posted by digitalclips View Post

The weird thing is I have met or seen literally countless people with iPhones and even many BBs but I have yet to see anyone with an Android phone. And yes I travel a lot!

Many people I know who bought Android because they did not want to switch from Sprint or T-Mobile, but they want a smart phone.
post #29 of 92
Quote:
Originally Posted by Prof. Peabody View Post

...

I just don't follow your logic. You said that iOS is a clear winner in worldwide market share, despite it actually having smaller share than Android AND slower growth.
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post #30 of 92
Quote:
Originally Posted by Prof. Peabody View Post

Worldwide and platform to platform, iOS already "won" a long time ago.

What's your source on that? It sounds highly dubious.
post #31 of 92
Quote:
Originally Posted by RichL View Post

What's your source on that? It sounds highly dubious.

http://www.canalys.com/newsroom/andr...t-phone-market
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post #32 of 92
Quote:
Originally Posted by Negafox View Post

0% market share means no products are sold, thus no profits. You simply have to look at the MP3 player industry to see, yes, Apple does indeed compete for market share. If Apple did not care about market share, they would not have wasted their time on Safari for Microsoft Windows. Unfortunately, Google Chrome came along and took the lead as the WebKit-based web browser.

If Apple did not care about market share, they would not be litigation happy to block other competing hardware from being sold. There is synergy between market share and profits.

Although I don't disagree completely, I will point out that Apple only has 5% of the desktop/laptop market but makes over 50% profit in that market. Apple cares about profit share much more than market share. I also think Apple is trying to get developers think that way as well which keeps them on the platform and why AAA gaming apps debut on iOS and not Android despite the gap in market share.
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post #33 of 92
Quote:
Originally Posted by solipsism View Post

You're not going to the right places. If you hang out with educated, sophisticated adults you're less likely to see an Android-based device at least, that's what the advertising campaigns seem to indicate.

I guess you must be right because I also seem to see only glowing white Apple logos on the back of laptops these days too. I was stuck in Boston over Christmas for a week and the Parker House lobby area looked like an ad for Apple.
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post #34 of 92
Quote:
Originally Posted by Youarewrong View Post

I just don't follow your logic. You said that iOS is a clear winner in worldwide market share, despite it actually having smaller share than Android AND slower growth.

1) You pointed to a site that is listing worldwide smartphone marketshare, not iOS marketshare.

2) Your hotlinked image doesn't show up.

3) I think Android probably does have a larger platform than iOS but you (and others) need to actually make an argument that defines what is meant. For instance, are you going to measure Apple's sales to Google's stated activations? What is considered an activation? Are you going to go with current quarter or installed base?
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post #35 of 92
Quote:
Originally Posted by digitalclips View Post

I guess you must be right because I also seem to see only glowing white Apple logos on the back of laptops these days too. I was stuck in Boston over Christmas for a week and the Parker House lobby area looked like an ad for Apple.

I'm frequnetly seeing iPads in use in public over notebooks. Not other tablets, but iPads. And very often more Macs and non-Mac PCs.
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post #36 of 92
Quote:
Originally Posted by solipsism View Post

1) You pointed to a site that is listing worldwide smartphone marketshare, not iOS marketshare.

2) Your hotlinked image doesn't show up.

3) I think Android probably does have a larger platform than iOS but you (and others) need to actually make an argument that defines what is meant. For instance, are you going to measure Apple's sales to Google's stated activations? What is considered an activation? Are you going to go with current quarter or installed base?

The Canalys report I linked is reporting on shipped units, not activations.
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post #37 of 92
Quote:
Originally Posted by solipsism View Post

You're not going to the right places. If you hang out with educated, sophisticated adults you're less likely to see an Android-based device at least, that's what the advertising campaigns seem to indicate.

It's on!
post #38 of 92
Quote:
Originally Posted by solipsism View Post

You're not going to the right places. If you hang out with educated, sophisticated adults you're less likely to see an Android-based device at least, that's what the advertising campaigns seem to indicate.


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post #39 of 92
You mean assuming Android is still around after Google has to start charging money for it and starts competing with other Android players through its Motorola purchase?

Quote:
Originally Posted by rhyde View Post

The real test is going to happen when all the low-end players (RIM, Windows, Nokia, etc.) are finally eliminated and the battle takes place between Android and iOS. Will Apple maintain its marketshare or will Android start eating away at Apple's share? Right now it's a growth market and the two leaders have lots of room to expand. The interesting question is "what happens when it's a zero-sum game?"
post #40 of 92
I think Solipsism means that iOS as a platform (phones, ipods and ipads) is larger than Android as a platform which is a metric that developers would care a lot about.
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