Originally Posted by Apple ][
I'm not impressed at all.
Unlike Apple, which is totally transparent and actually gives a breakdown of all devices it sells, there's no way to know what the breakdown and exact stats are with any of that fragmented Android baloney.
Why should anybody trust those figures? What percentage of those phones are free phones? What do they have to hide? Release real figures, not some vague sounding tweet.
I don't trust a heck of a lot that I hear from Google. For starters, their history is one of deception. Furthermore, they have no way of knowing how many activations are due to resetting bricked phones, changing of carriers, or so on.
That said, the numbers aren't unreasonable.
Samsung announced that they sold about 97 M smartphones in 2011. Google's 850 K per day comes to about 310 M.
Let's do the math:
1. Apple has about 25% share of smart phones. That means 'everyone else' is 75%.
2. Samsung wasn't that different from Apple's share. So Samsung was also around 25%.
3. If Samsung sold 97 M phones and they were 25% of the market, the total non-Apple phones is around 300 M. The large majority (around 80% were probably Android).
So that puts a back of the envelope calculation at around 240 M Android phones per year - which given the uncertainty in the numbers I'm using is in the right ballpark.
Of course, that all begs the question: who cares? Apple is by far the most successful smartphone vendor in terms of profitability and mind share. They continue to grow at very fast rates. They continue to have the most satisfied customers. Unless you foolishly expect Apple to have 100% of the market, I don't think anyone at Apple is unhappy with where they are.