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Android device activations reach 700,000 per day

post #1 of 275
Thread Starter 
Android chief and Google VP Andy Rubin revealed late Tuesday that device activations for the mobile OS platform have reached 700,00 units per day.

The executive provided more color on the number on his company's Google+ social networking service.

"For those wondering, we count each device only once (ie, we don't count re-sold devices), and "activations" means you go into a store, buy a device, put it on the network by subscribing to a wireless service."

Rubin's announcement follows an update from a quarterly earnings call in July when Google touted a new figure of 550,000. In June, Rubin announced that activations had topped 500,000 a day and were growing at a rate of 4.4 percent per week.

Android growth appeared to have tapered off some, as the platform's growth rate in June and July would have presumably pushed the platform past the 700,000 per day mark by the end of September.

Regardless, Google has seen substantial growth in Android's user base this year. Recent figures from The NPD Group show that Android-based smartphones represented a 53 percent share of the market from the beginning of the year to the end of October. By comparison, Apple's iPhone held 29 percent.

At least for now, Apple is maintaining a sizable lead on Android in the tablet market. IDC reports that the iPad held a 61.5 percent share of the tablet market in the third quarter. However, with the addition of sales of Amazon's Kindle Fire in the fourth quarter, the iPad is expected to drop to 59 percent market share.

As Google has widened its lead on Apple, the iPhone maker has declined to continue updating its activation numbers. The most recent figure comes from last October, when late Apple co-founder Steve Jobs revealed that iOS activations stood at 275,000 on average per day. CEO Tim Cook did, however, say that cumulative iOS sales topped 250 million devices during the most recent September quarter.
post #2 of 275
Quote:
Originally Posted by AppleInsider View Post

"For those wondering, we count each device only once (ie, we don't count re-sold devices), and "activations" means you go into a store, buy a device, put it on the network by subscribing to a wireless service."

I'm glad it's finally clarified.

How much is an Android-based device worth to Google in ad revenue or how many devices have to get activated before their Android investment breaks even?

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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post #3 of 275
Well, now it's has come to the point that Apple cannot announce activation numbers anymore. Android is overtaking much faster than anyone anticipated. It seems as though Apple can never get ahead no matter what they produce. Except for iTunes and iPod, everything else flames out or ends up 2nd, 3rd or stuck as a niche player.
post #4 of 275
Quote:
Originally Posted by slapppy View Post

Well, now it's has come to the point that Apple cannot announce activation numbers anymore. Android is overtaking much faster than anyone anticipated. It seems as though Apple can never get ahead no matter what they produce. Except for iTunes and iPod, everything else flames out or ends up 2nd, 3rd or stuck as a niche player.

What ridiculous about your statement is that Apple is increasing their profits YoY in everything except in the iPod division which is the part of the business that is their focus.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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post #5 of 275
Quote:
Originally Posted by SolipsismX View Post

What ridiculous about your statement is that Apple is increasing their profits YoY in everything except in the iPod division which is the part of the business that is their focus.

It's not ridiculous. It's exactly as it was with the Mac back in the eighties. More profit doesn't mean success. It means failure in the end. Apple ended up with 1% market share. Niche player. They barely survived. Then again Apple seems to be happy with 1-3% share.
post #6 of 275
Quote:
Originally Posted by slapppy View Post

More profit doesn't mean success. It means failure in the end.

I... words cannot describe how asinine this comment is.

Profit doesn't mean success! Yup! Just ask RIM!
post #7 of 275
Quote:
Originally Posted by Ridley182 View Post

I... words cannot describe how asinine this comment is.

Profit doesn't mean success! Yup! Just ask RIM!

Just ask Apple with Macintosh vs Windows when Apple mad huge profits per product. What happened there? They lost. OSX and forced to switch to Intel chips to allow Windows to work on their hardware is what saved them. Yes Windows on a Mac. Pretty sad actually.
post #8 of 275
Quote:
Originally Posted by slapppy View Post

It's not ridiculous. It's exactly as it was with the Mac back in the eighties. More profit doesn't mean success. It means failure in the end. Apple ended up with 1% market share. Niche player. They barely survived. Then again Apple seems to be happy with 1-3% share.

Fallacious reasoning on every count.

If marketshare of an OS was the most important factor then why doesn't Apple give it away? They only include it with their smartphones, though it does dominate the smartphone market which no Android-based device comes close to beating.

If marketshare of the handset market was the most important factor then why only create a smartphone OS? Based on your faulty logic smartphones are doomed to fail because dumb phones dominate the handset market.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #9 of 275
In this thread I am making it a point to distance myself from Slappy.

To deny Apple is successful? come on now.

All this thread clarifies is that Android is successful (some metrics) and that the naysayers now know how this metric is calculated.
post #10 of 275
Quote:
Originally Posted by Ridley182 View Post

I... words cannot describe how asinine this comment is.

Profit doesn't mean success! Yup! Just ask RIM!

Or Nokia or Motorola.


Quote:
Originally Posted by slapppy View Post

Just ask Apple with Macintosh vs Windows when Apple mad huge profits per product. What happened there? They lost. OSX and forced to switch to Intel chips to allow Windows to work on their hardware is what saved them. Yes Windows on a Mac. Pretty sad actually.

Now you've moved the goal posts to mean profit per product(unit) instead of being profit for the industry. Good one¡

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #11 of 275
Quote:
Originally Posted by SolipsismX View Post

I'm glad it's finally clarified.

So am I. This should cut the number of rubbish comments about Android on AI at least in half.

Quote:
Originally Posted by slapppy View Post

Well, now it's has come to the point that Apple cannot announce activation numbers anymore.

Why wouldn't Apple announce numbers anymore? A respectable second place is nothing to be shy about, especially as long as it brings most of the profits.
post #12 of 275
Quote:
Originally Posted by AbsoluteDesignz View Post

In this thread I am making it a point to distance myself from Slappy.

To deny Apple is successful? come on now.

I can prove it easily. Windows vs Apple. Windows won.
Android vs iOS. This latest announcement with activations proves my point. Android, Google won.
post #13 of 275
Quote:
Originally Posted by slapppy View Post

Android is overtaking much faster than anyone anticipated. It seems as though Apple can never get ahead no matter what they produce. Except for iTunes and iPod, everything else flames out or ends up 2nd, 3rd or stuck as a niche player.

More profit doesn't mean success. It means failure in the end. Apple ended up with 1% market share. Niche player. They barely survived. Then again Apple seems to be happy with 1-3% share.

This again?

You're right... profit only means short-term success.

BUT... knowing Apple's history... and the directions they've been able to go in recent years... I'd be willing to bet that Apple will translate that into long-term success as well.

1% or "niche" status is fine if it's sustainable. And Apple isn't just "getting by" these days... they are in a very healthy position.

Ask Motorola or LG what it's like to post a loss in a quarter... or several in a row.

Just curious... if you're always so "doom and gloom" about Apple... what are your feelings about RIM or Nokia?
post #14 of 275
Quote:
Originally Posted by SolipsismX View Post

What ridiculous about your statement is that Apple is increasing their profits YoY in everything except in the iPod division which is the part of the business that is their focus.

Actually Apple's % of all mobile profits last quarter dropped from 57% to 52% while Android's rose 12% to near 40%. After this 700K figure, I would not be surprised if Android is sucking up more % of mobile profits than Apple after the Q4 results. They are growing super fast while Apple has flat lined for almost a year now.
post #15 of 275
Quote:
Originally Posted by Michael Scrip View Post

This again?

You're right... profit only means short-term success.

BUT... knowing Apple's history... and the directions they've been able to go in recent years... I'd be willing to bet that Apple will translate that into long-term success as well.

1% or "niche" status is fine if it's sustainable. And Apple isn't just "getting by" these days... they are in a very healthy position.

Ask Motorola or LG what it's like to post a loss in a quarter... or several in a row.

Just curious... if you're always so "doom and gloom" about Apple... what are your feelings about RIM or Nokia?

Steve Jobs is dead...
post #16 of 275
Quote:
Originally Posted by slapppy View Post


I can prove it easily. Windows vs Apple. Windows won.
Android vs iOS. This latest announcement with activations proves my point. Android, Google won.

What did they win?

The right to say "we sell more things" ?

I wasn't aware the a number is more important that cold hard cash.
post #17 of 275
Quote:
Originally Posted by LarryV View Post

Actually Apple's % of all mobile profits last quarter dropped from 57% to 52% while Android's rose 12% to near 40%. After this 700K figure, I would not be surprised if Android is sucking up more % of mobile profits than Apple after the Q4 results. They are growing super fast while Apple has flat lined for more than a year now.

Google has released profits for Android OS or did you just compare Apple's profit share of the entire world's handset market to Google's smartphone OS market share?


PS: It still baffles that some people think it makes sense to compare an actual device to software that is given away. Who could possibly think that makes sense?

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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post #18 of 275
Quote:
Originally Posted by LarryV View Post

Actually Apple's % of all mobile profits last quarter dropped from 57% to 52% while Android's rose 12% to near 40%. After this 700K figure, I would not be surprised if Android is sucking up more % of mobile profits than Apple after the Q4 results. They are growing super fast while Apple has flat lined for more than a year now.

True... but "Android's" profits are split up among several different companies... some of which are losing money.

"Android" doesn't really make money anyway... FYI.

It's a nice statistic... but it hardly puts Apple in a corner.
post #19 of 275
Quote:
Originally Posted by slapppy View Post

It's not ridiculous. It's exactly as it was with the Mac back in the eighties. More profit doesn't mean success. It means failure in the end. Apple ended up with 1% market share. Niche player. They barely survived. Then again Apple seems to be happy with 1-3% share.

Profit means sustainable success. Considering the maintain 80% of the industry's profits with only 26% market share. The other manufactures are barely breaking even in their effort to support android. In the 80s their real undoing was allowing Microsoft to steal their technology and waiting to late to respond. I think they learned that lesson. Notice the Mac is back and they didn't do it by giving them away. I'll take 1-3% if it makes me the wealthiest company in the world.
post #20 of 275
Quote:
Originally Posted by genovelle View Post

Profit means sustainable success. Considering the maintain 80% of the industry's profits with only 26% market share. The other manufactures are barely breaking even in their effort to support android. In the 80s their real undoing was allowing Microsoft to steal their technology and waiting to late to respond. I think they learned that lesson. Notice the Mac is back and they didn't do it by giving them away. I'll take 1-3% if it makes me the wealthiest company in the world.

I don't see where the Mac is back. Under 10% or even worse 3-5% worldwide is not a number one can tout around as success.
post #21 of 275
Quote:
Originally Posted by genovelle View Post

Profit means sustainable success. Considering the maintain 80% of the industry's profits with only 26% market share. The other manufactures are barely breaking even in their effort to support android. In the 80s their real undoing was allowing Microsoft to steal their technology and waiting to late to respond. I think they learned that lesson. Notice the Mac is back and they didn't do it by giving them away. I'll take 1-3% if it makes me the wealthiest company in the world.

Don't worry... slapppy would rather be HP and sell tons of computers but barely make any money from them.

In other words... do a lot of work for very little return.

To him "market share" is the thing to chase!
post #22 of 275
I never understand the same argument that happens on here over and over again - Android sells more, iOS is more profitable... who cares! Unless you are a stock holder, there are enough users to go around and enough money to go around to keep all the companies healthy. Even RIM who is tanking right now is still profitable and has 75 million users. If you are an app developer, that is still a viable platform of users. All we should care about is that the companies are healthy enough to continue improving the hardware and software platform, and they have enough market share for developers to make apps. RIght now, that is the case for iOS, Android, and Blackberry.

Do people get some sort of inflated self worth because the company of the phone they buy sells more units? Makes more profit? Has more market share? Who cares!!! It's just a phone! In 10 years you could be using something completely different. Unless you made the phone or profit from its success, why the constant fuss over who sells more or who makes more money?
post #23 of 275
Quote:
Originally Posted by DrDoppio View Post

So am I. This should cut the number of rubbish comments about Android on AI at least in half.



Why wouldn't Apple announce numbers anymore? A respectable second place is nothing to be shy about, especially as long as it brings most of the profits.

If these numbers are to be believed and sustainable, 700,000 per day would be 252,000,000 per year. Thats more than Apple has in total iOS devices as of October. If thats the case then Apple should not be the number one phone on any network, but they are. How ODD!
post #24 of 275
Well that is good for Android, but from apples point of view they will be just about happy if they sell what ever they manufacture... WAIT.. they do that, even if the number of activation is not as high as Androids, Why should Apple care!!

Usually once anyone gets an apple device he/she continues to use it until they feel a need to buy an upgraded iDevice. And Android is available across all segments of the smart phone market and if they did activate in such numbers it should be considered a big failure.
post #25 of 275
Quote:
Originally Posted by slapppy View Post

I don't see where the Mac is back. Under 10% or even worse 3-5% worldwide is not a number one can tout around as success.

The Mac isn't gone either!

Apple computers start at $999. While they sell fewer computers than the other guys... they do OK.

Well... better than OK... but since they don't have the market share that Windows has... you think they failed.

I'm fine with you always comparing Windows vs the Mac. It's cute.

What if there are more than 2 players in the game?

Ford, Chevy, Honda, Mazda, Nissan, Hyundia....

Still one winner and a bunch of losers?
post #26 of 275
Quote:
Originally Posted by genovelle View Post

If these numbers are to be believed and sustainable, 700,000 per day would be 252,000,000 per year. Thats more than Apple has in total iOS devices as of October. If thats the case then Apple should not be the number one phone on any network, but they are. How ODD!

That's if 700k was flat but they are increasing their activations steadily. It'll probably be more than 1 million activations per day around before next Summer. The rate of increase will drop but it will still increase rapidly for the foreseeable future as people dump their dumb phones for smarter phones and Android-based devices become the new entry level device.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #27 of 275
Quote:
Originally Posted by sophace View Post


Do people get some sort of inflated self worth because the company of the phone they buy sells more units? Makes more profit? Has more market share? Who cares!!! It's just a phone! In 10 years you could be using something completely different. Unless you made the phone or profit from its success, why the constant fuss over who sells more or who makes more money?

One thing to consider is that if a company doesn't sell enough units or make enough profit... they go out of business.

That would affect the consumer directly.

But you're right... none of these companies are going out of business tomorrow.
post #28 of 275
Quote:
Originally Posted by SolipsismX View Post

Google has released profits for Android OS or did you just compare Apple's profit share of the entire world's handset market to Google's smartphone OS market share?


PS: It still baffles that some people think it makes sense to compare an actual device to software that is given away. Who could possibly think that makes sense?

...Slappy?
post #29 of 275
What exactly counts as an Android device? Does it include the Kindle Fire and Barnes & Noble Nook Color?
post #30 of 275
Quote:
Originally Posted by Michael Scrip View Post

The Mac isn't gone either!

Apple computers start at $999. While they sell fewer computers than the other guys... they do OK.

Well... better than OK... but since they don't have the market share that Windows has... you think they failed.

I'm fine with you always comparing Windows vs the Mac. It's cute.

What if there are more than 2 players in the game?

Ford, Chevy, Honda, Mazda, Nissan, Hyundia....

Still one winner and a bunch of losers?

He doesn't see where the Mac is back yet Apple take 1/3 of the world's 'PC' profits. If his theory about how businesses work was accurate then Apple would have never been able to survive past the 80s without licensing their OS.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #31 of 275
Quote:
Originally Posted by genovelle View Post

If these numbers are to be believed and sustainable, 700,000 per day would be 252,000,000 per year. Thats more than Apple has in total iOS devices as of October. If thats the case then Apple should not be the number one phone on any network, but they are. How ODD!

There's nothing odd about it. The number of phones on any network is a cumulative value, the activations per day is related to the rate by which this number is changing.

Maybe I was too quick to make a statement about the effect of Rubin's clarification on the posts on AI...
post #32 of 275
Quote:
Originally Posted by DrDoppio View Post

Maybe I was too quick to make a statement about the effect of Rubin's clarification on the posts on AI...

MacVicta askes "What exactly counts as an Android device? Does it include the Kindle Fire and Barnes & Noble Nook Color?"

Do these count for the activations? What about forked versions of Android in China?

Those are fair questions.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #33 of 275
Quote:
Originally Posted by Michael Scrip View Post

The Mac isn't gone either!

Apple computers start at $999. While they sell fewer computers than the other guys... they do OK.

Well... better than OK... but since they don't have the market share that Windows has... you think they failed.

I'm fine with you always comparing Windows vs the Mac. It's cute.

What if there are more than 2 players in the game?

Ford, Chevy, Honda, Mazda, Nissan, Hyundia....

Still one winner and a bunch of losers?

Really I think you should ask the share holders of Apple's competitors or the CEOs if they think the mac is a failure. Lets see. HP and dell makes $89 on each computer they sell. While Apple makes $630. They have increased sales by 25% or more for 8 straight quarters, while the Windows computers are single digits or contracting. On the phones Apple sells everyone they can make and even when doing gradual roll outs demand outstrips the supply. The increase production considerably after each release but still can't keep up.

On cars. GM was number one for years but ran in the red for years so the slow down destroyed them. Honda chose to limit expansion while Toyota chose to make the run for the top. Look what happened. Quality dropped and they are still trying to get out of the mess they got themselves into.
post #34 of 275
Quote:
Originally Posted by slapppy View Post

Just ask Apple with Macintosh vs Windows when Apple mad huge profits per product. What happened there? They lost. OSX and forced to switch to Intel chips to allow Windows to work on their hardware is what saved them. Yes Windows on a Mac. Pretty sad actually.

It is pretty sad, you won't see it on my Mac (nor Office). But, whatever it takes to get someone to make the switch and actually find they can do without that Windows crutch. As far as processors, IBM dropped the ball, and it just shows how versatile OS X really is. Don't forget it has been ported to ARM successfully already too -- we'll see next year how well MS does with ARM.

Ask Apple? Uh, let's just ask HP, who were on the verge of shutting down their consumer computing division. How about that? Uh, let's ask Gateway. Let's ask Acer, Dell, et al, who have stopped making netbooks to concentrate on the area where Apple is killing them, ultrabooks. And who have all but given up producing tablets because they can't compete. And what happened to Sony? I never hear about that has-been anymore.

All those races to the bottom did nothing for all these guys, they are back to competing head to head with Apple, and Apple is more than holding its own. HP has said that Apple will overtake it in computer sales in the coming year because tablets ought to be counted. The sale of one iPad is far better than the sale of anyone else's netbook or notebook. The iPad also feeds into the best ecosystem in the industry.

And let's ask MS who are increasingly marginalized because they can't get into the new mobile era: we'll be waiting a year to see if they have gotten it right this time, meanwhile, Apple moves on and has been Apple making more revenue and profit now for the last year or so. A recent article states that The App Store alone is worth what the whole of RIM is worth. MS are going to have to concentrate on backroom IT shops and stop thinking they can appeal to consumers. Jobs did concede a couple of battles "back in the day", but the "war" is far from over. MS also has to face what happens when the current large crop of student Mac users moves into the workforce.
post #35 of 275
Quote:
Originally Posted by slapppy View Post

I can prove it easily. Windows vs Apple. Windows won.
Android vs iOS. This latest announcement with activations proves my point. Android, Google won.

Yep.. this is an excellent proof. Just look how successful and profitable Dell and HP PC businesses are with their lead in marketshare!
post #36 of 275
Quote:
Originally Posted by genovelle View Post

Really I think you should ask the share holders of Apple's competitors or the CEOs if they think the mac is a failure. Lets see. HP and dell makes $89 on each computer they sell. While Apple makes $630. They have increased sales by 25% or more for 8 straight quarters, while the Windows computers are single digits or contracting. On the phones Apple sells everyone they can make and even when doing gradual roll outs demand outstrips the supply. The increase production considerably after each release but still can't keep up.

On cars. GM was number one for years but ran in the red for years so the slow down destroyed them. Honda chose to limit expansion while Toyota chose to make the run for the top. Look what happened. Quality dropped and they are still trying to get out of the mess they got themselves into.

I think this is what you're referring to. Good read!

A Consequence of Losing the PC Wars - http://www.mattrichman.net/post/6844...ng-the-pc-wars
post #37 of 275
Quote:
Originally Posted by DrDoppio View Post

There's nothing odd about it. The number of phones on any network is a cumulative value, the activations per day is related to the rate by which this number is changing.

Maybe I was too quick to make a statement about the effect of Rubin's clarification on the posts on AI...

I just saying that each of the major carriers and other sources are proclaiming the iPhone is the top selling phone by manufacturer. 1. If they are activating 2-3 times as many phones you would think the android phones would be the ones on top. And that means that by this time next year there would be twice as many total androids compared to total iPhones. Of course they do come out with a new phone every other month so there may be a quick upgrade cycle to get the latest software updates.
post #38 of 275
Just because it's almost impossible to substantiate his declaration, he just randomly crunches numbers whenever he has episodes of wet dreams.

With his 700K activations per day pronouncement, he doesn't have to do a Sandusky. Young boys will freely come to him. But wait....how much does he and Google earn from these activations? Now...young boys will have to think twice to hit this ugly clown.

post #39 of 275
Quote:
Originally Posted by SolipsismX View Post

MacVicta askes "What exactly counts as an Android device? Does it include the Kindle Fire and Barnes & Noble Nook Color?"

Do these count for the activations? What about forked versions of Android in China?

Those are fair questions.

They are fair, indeed. If I had to answer them, I could only offer my best guess, based on what I've repeatedly read on the Internet: Only devices that have the Google market count. So no, Kindle Fire and forked Chinese Android don't get counted -- not just in the sense "we don't report those numbers", but rather "we don't get these numbers in, we have no idea how much they are, and we don't include them in the 700 000 activations per day".

When you activate an Android device you go through a specific discrete step where you connect to Google's servers and get your account activated. On a side note, I know a lot of people with decent mid-range Android phones, who use them as feature phones and have never registered with Google or activated the device.
post #40 of 275
Quote:
Originally Posted by genovelle View Post

I just saying that each of the major carriers and other sources are proclaiming the iPhone is the top selling phone by manufacturer. 1. If they are activating 2-3 times as many phones you would think the android phones would be the ones on top.

Yes, Android phones counted together are the ones on top, but if you break them by model, the sheer number of Android models makes it impossible for a single one to stand out. I believe only the Samsung Galaxy series has a large enough share to be worth mentioning separately. To add to the confusion, US carriers give different names on what is essentially the same model phone, and those sometimes get counted separately.
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