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Apple's iPhone 4S remains top selling smartphone at Verizon

post #1 of 55
Thread Starter 
Though the Motorola Droid Razr Maxx is said to be "gaining ground," the Apple's iPhone 4S reportedly remains the best selling smartphone at Verizon, the largest carrier in the U.S.

The details were provided on Tuesday by Michael Walkley, analyst with Canaccord Genuity, to AppleInsider. He said Motorola's latest Android-based handset is not believed to have overtaken the iPhone in sales at Verizon.

That disputes what competing analyst Anil Doradla of William Blair said in a separate note issued Tuesday. Doradla's own channel checks, according to Apple 2.0, found that the Droid Razr Maxx has been the best selling smartphone at Verizon in June, bumping the iPhone to second place.

But that's not the case, according to Walkley, who said while the latest Razr is "gaining ground," it "hasn't caught iPhone." His own research has found the iPhone 4S as the top selling smartphone at Verizon, as well as AT&T and Sprint, for the entirety of 2012 thus far.

In a research note issued earlier this month, Walkley revealed that in the month of May, the iPhone 4S was the top selling smartphone in the U.S., despite what he called "gradual share losses" at each carrier. The iPhone 4S remained more popular than the Razr Maxx and Samsung Galaxy Nexus, which took second and third place, respectively, at Verizon in May.

Verizon


At AT&T, the iPhone 4S also proved more popular than the second-place Nokia Lumia 900, and the third-place Samsung Galaxy S II Skyrocket. And at Sprint, the iPhone 4S topped the second-place Samsung Galaxy Nexus and third-place Samsung Galaxy S II.

But the iPhone 4S, which hit the market last October, now faces perhaps its biggest competitor yet in the form of Samsung's new Galaxy S III. It debuted in the U.S. last week with limited availability, but will eventually be available on all four of the largest carriers in the U.S. over the coming weeks.

Samsung said this week it is working to keep up with strong demand for the Galaxy S III, and the company expects to sell 10 million units to its carrier partners in July. Apple is expected to introduce its successor to the iPhone 4S later this year.
post #2 of 55
MacRumors seems to have a different take on it.

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

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post #3 of 55
Quote:
Originally Posted by SolipsismX View Post

MacRumors seems to have a different take on it.

MacRumors lives in its own little world where Apple fans are banned and trolls run free.

Also, *ahem* That can't be the case! Samsung shipped more devices! The iPhone can't be outselling it!

Originally posted by Relic

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Originally posted by Relic

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post #4 of 55
Either way, it looks like high end Android phones like the Maxx are gaining ground.
post #5 of 55

Juggle the numbers all you like, people are still happier with their iPhones :) I get little value from enjoying my device’s “sales ranking.” I get value from ease of use and quality of apps.

post #6 of 55
Quote:
Originally Posted by Tallest Skil View Post

MacRumors lives in its own little world where Apple fans are banned and trolls run free.

1) Arn just made an update to his blog. It's two different reports not conflicting views on the same report. I guess now we can debate which one is more accurate.

2) I like Arn and his blog, while not even close to the thoroughness of AI, does have its charms. What I can't stand about his site if the forums. It's a bit unfair to compare it to AI forums because the posters here are, on the whole, much more objective and thoughtful in their understanding, desire to understand, and desire to communicate well that there is no other forum I frequent that even comes close. I don't know much of that is due to chance or to the overall design of AI but I'll take it either way.

"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 #7 of 55
Quote:
Originally Posted by nagromme View Post

Juggle the numbers all you like, people are still happier with their iPhones 1smile.gif I get little value from enjoying my device’s “sales ranking.” I get value from ease of use and quality of apps.

Yeah, the bottom line is, as long as you're happy with your phone, that's what matters. To be fair, though, tons of Android users are happy with their phones as well.
post #8 of 55
Quote:
Originally Posted by BuddyRevell View Post

Either way, it looks like high end Android phones like the Maxx are gaining ground.

It's good to see a single Android phone do well, especially one by Moto (go USA!), but we need to keep in mind that even if it does overtake the iPhone 4S that device is EOL as the flagship device and has stayed on top since debuting almost a year ago. We should expect customers to catch on to a company that does consistent YoY releases and I think it'll be a long time before an Android-based vendor catches up to Apple's success on that front.

"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 #9 of 55
Speaking of vendors…

700

VisionMobile's the source.

Originally posted by Relic

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Originally posted by Relic

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post #10 of 55

This IS useful news, with regards to what is the singularly most popular device.

But there are alot more Android devices than fit on that table. Aggregating the sales figures by platform would be a more useful comparison IMHO.

post #11 of 55

From a sales perspective Verizon actively pushes Android phones over iPhones.  I had a relative go to a Verizon store to get an iPhone and she walked out with an Android (which she later wasn't happy with).

 

It's amazing the iPhone is still #1 considering how the retailer actively tries to get customers to choose other options (which don't cost them as much money presumably).

post #12 of 55

Apple being number is old news, the fact that companies are making ground is the real news story.  The old retort of "Android only sells cheap phones" is evidently wrong based on this graph.  All the phones listed are high end smart phones for the perspective company.

post #13 of 55
Quote:
Originally Posted by Sasparilla View Post

From a sales perspective Verizon actively pushes Android phones over iPhones.  I had a relative go to a Verizon store to get an iPhone and she walked out with an Android (which she later wasn't happy with).

 

It's amazing the iPhone is still #1 considering how the retailer actively tries to get customers to choose other options (which don't cost them as much money presumably).


I love the friend of a friend of a friend who knows a friend who is unhappy with something statements.  I guess if you never actually use a product, knowing someone who knows someone who knows someone will make due. 

post #14 of 55

Not surprising since the only phone that runs iOS is the iPhone. If you count all Android and all iOS then Android sells more. This comparison is worthless since Apple only sells one phone, the iPhone. I would like to see the numbers based on models iPhone 3GS, 4, 4S, Galaxy SIII, SII, yada yada. (I still prefer the iPhone) At least this would give a better comparison between iOS devices and Android devices.

post #15 of 55

I am sure your being sarcastic, but just in case your not It would be easy for Apple to out sell Samsung even if Samsung shipped more phones then Apple, let's say Samsung shipped 20,000,000 phones and sold only 2,000,000, and Apple shipped 15,000,000 but sold 14,500,000 that's how Apple is out selling dumb Samsung.

post #16 of 55
Quote:
Originally Posted by SolipsismX View Post

1) Arn just made an update to his blog. It's two different reports not conflicting views on the same report. I guess now we can debate which one is more accurate.
2) I like Arn and his blog, while not even close to the thoroughness of AI, does have its charms. What I can't stand about his site if the forums. It's a bit unfair to compare it to AI forums because the posters here are, on the whole, much more objective and thoughtful in their understanding, desire to understand, and desire to communicate well that there is no other forum I frequent that even comes close. I don't know much of that is due to chance or to the overall design of AI but I'll take it either way.

Its definitely thanks to posters as yourself that make this forum much better than the "I know you are but what am I" and "I'm rubber you're glue...." that goes on at other sites.
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post #17 of 55
Quote:
Originally Posted by lamewing View Post

Not surprising since the only phone that runs iOS is the iPhone. If you count all Android and all iOS then Android sells more. This comparison is worthless since Apple only sells one phone, the iPhone. I would like to see the numbers based on models iPhone 3GS, 4, 4S, Galaxy SIII, SII, yada yada. (I still prefer the iPhone) At least this would give a better comparison between iOS devices and Android devices.


Unless you bring facts into it. Last quarter carrier activation numbers (their sales plus Apple Store, etc.) clearly showed that Apple sold more devices in the US than all Androids combined (73% of all new smartphones at AT&T, 53% at VZ and >50% at Sprint). Unless T-Mobile and the tiny local carriers somehow can somehow reverse that trend (highly unlikely). What is apparent is that the iPhone 4S sells multiples of the next phone down the list. This will decline as we get to the quarter before the next iPhone but it doesn't change the facts so far this year. The data that says that Android outsells Apple in the US comes from survey data of a few thousand consumers. I trust the carrier sales data personally. This data above means nothing without actual sales numbers. 4S could be 5X the Razr Maxx for all we know.

 

PS The 4S is reputedly about 75% of total iPhone sales. Not many opt for saving a few bucks on the weaker models given how expensive the plans are on all 3 main carriers. The table in the OP already breaks it out by model (see 4S, 4 are separate).

post #18 of 55
Quote:
Originally Posted by bcrules82 View Post

But there are alot more Android devices than fit on that table. Aggregating the sales figures by platform would be a more useful comparison IMHO.

Not really…

Originally posted by Relic

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Originally posted by Relic

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post #19 of 55
Quote:
Originally Posted by lamewing View Post

Not surprising since the only phone that runs iOS is the iPhone. If you count all Android and all iOS then Android sells more. This comparison is worthless since Apple only sells one phone, the iPhone. I would like to see the numbers based on models iPhone 3GS, 4, 4S, Galaxy SIII, SII, yada yada. (I still prefer the iPhone) At least this would give a better comparison between iOS devices and Android devices.

But its 3 iterations of the iPhone and each has differences, Siri only runs on the 4S so the user experience isn't 100% the same with those that own a earlier model.
"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
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"Few things are harder to put up with than the annoyance of a good example" Mark Twain
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post #20 of 55
Quote:
Originally Posted by Hellacool View Post


I love the friend of a friend of a friend who knows a friend who is unhappy with something statements.  I guess if you never actually use a product, knowing someone who knows someone who knows someone will make due. 


Nice deflection of the key point which is not that his mum didn't like her Android but that VZ actively pushes people away from the iPhone because it is more expensive for them to acquire (subsidy is $100-200 more) and nets not much more revenue than a cheaper Android sale. Thus the OPs point stands.

His mum not liking Android was just gravy... ;-)

post #21 of 55
Quote:
Originally Posted by Capnbob View Post


Unless you bring facts into it. Last quarter carrier activation numbers (their sales plus Apple Store, etc.) clearly showed that Apple sold more devices in the US than all Androids combined (73% of all new smartphones at AT&T, 53% at VZ and >50% at Sprint). Unless T-Mobile and the tiny local carriers somehow can somehow reverse that trend (highly unlikely). What is apparent is that the iPhone 4S sells multiples of the next phone down the list. This will decline as we get to the quarter before the next iPhone but it doesn't change the facts so far this year. The data that says that Android outsells Apple in the US comes from survey data of a few thousand consumers. I trust the carrier sales data personally. This data above means nothing without actual sales numbers. 4S could be 5X the Razr Maxx for all we know.

PS The 4S is reputedly about 75% of total iPhone sales. Not many opt for saving a few bucks on the weaker models given how expensive the plans are on all 3 main carriers. The table in the OP already breaks it out by model (see 4S, 4 are separate).

You're forgetting the multitude of smaller carriers that have mostly android phones. There are many android phones running on Metro PCS, Boost, etc....
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"Just because something is deemed the law doesn't make it just" - SolipsismX
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post #22 of 55
Quote:
Originally Posted by Capnbob View Post


Nice deflection of the key point which is not that his mum didn't like her Android but that VZ actively pushes people away from the iPhone because it is more expensive for them to acquire (subsidy is $100-200 more) and nets not much more revenue than a cheaper Android sale. Thus the OPs point stands.

His mum not liking Android was just gravy... ;-)


Or a quick side note so that forum members do not think he actually associates with someone that owns an Android device and might actually like it.  Its like people that claim they are not racist because they have (insert race here) friends. 

post #23 of 55
Quote:
Originally Posted by Capnbob View Post


Unless you bring facts into it. Last quarter carrier activation numbers (their sales plus Apple Store, etc.) clearly showed that Apple sold more devices in the US than all Androids combined (73% of all new smartphones at AT&T, 53% at VZ and >50% at Sprint). Unless T-Mobile and the tiny local carriers somehow can somehow reverse that trend (highly unlikely). What is apparent is that the iPhone 4S sells multiples of the next phone down the list. This will decline as we get to the quarter before the next iPhone but it doesn't change the facts so far this year. The data that says that Android outsells Apple in the US comes from survey data of a few thousand consumers. I trust the carrier sales data personally. This data above means nothing without actual sales numbers. 4S could be 5X the Razr Maxx for all we know.

 

PS The 4S is reputedly about 75% of total iPhone sales. Not many opt for saving a few bucks on the weaker models given how expensive the plans are on all 3 main carriers. The table in the OP already breaks it out by model (see 4S, 4 are separate).


Then roll on over to over all world wide activations and this number quickly flip flops.  I think as of today, Google is reporting 900,000 daily activations on new, individual devices and based on the graph for this article, the top Android devices are top of the line smart phones, not cheap-o's that the bois like to use as a retort.

post #24 of 55
Quote:
Originally Posted by nagromme View Post

Juggle the numbers all you like, people are still happier with their iPhones 1smile.gif I get little value from enjoying my device’s “sales ranking.” I get value from ease of use and quality of apps.

Exactly. I couldn't care less whether someone is happy with their Android phone. I've tried them and for me, nothing comes close to my iPhone.
Quote:
Originally Posted by BuddyRevell View Post

Yeah, the bottom line is, as long as you're happy with your phone, that's what matters. To be fair, though, tons of Android users are happy with their phones as well.

To be REALLY fair, you have to look at customer satisfaction and customer retention rates - and Apple wins hands down.
Quote:
Originally Posted by Capnbob View Post


Unless you bring facts into it. Last quarter carrier activation numbers (their sales plus Apple Store, etc.) clearly showed that Apple sold more devices in the US than all Androids combined (73% of all new smartphones at AT&T, 53% at VZ and >50% at Sprint). Unless T-Mobile and the tiny local carriers somehow can somehow reverse that trend (highly unlikely). What is apparent is that the iPhone 4S sells multiples of the next phone down the list. This will decline as we get to the quarter before the next iPhone but it doesn't change the facts so far this year. The data that says that Android outsells Apple in the US comes from survey data of a few thousand consumers. I trust the carrier sales data personally. This data above means nothing without actual sales numbers. 4S could be 5X the Razr Maxx for all we know.

PS The 4S is reputedly about 75% of total iPhone sales. Not many opt for saving a few bucks on the weaker models given how expensive the plans are on all 3 main carriers. The table in the OP already breaks it out by model (see 4S, 4 are separate).

The reason for the confusion is that there's no standard definition of what constitutes a 'smart phone'. This was shown last quarter when two different reports on Samsung agreed within a percent or two on total phone sales, but were off by something like 30% on smart phone sales (one said that Samsung's smartphones outsold the iPhone and the other did not). Clearly, the two different reports must have disagreed on what constitutes a smart phone, with one including some phones that are borderline and the other not including borderline phones.

Since Apple is not interested in the low end, marginally smart phones, the latter is probably of more interest to Apple.

In the case of the figures you presented, I would guess that they show the percentage of phones that have a data plan. My ex is on her third Android 'Smart phone', but this is the first one with a data plan. The first two were just to limiting to make it worthwhile. My daughter is on her 4th Android smart phone (thank goodness for AT&T's phone damage warranty!) and this is again the first one that was good enough to justify a data plan. The point is that many Android smart phones are not being used as smart phones at all. I suspect that is far less likely to happen with iPhones.
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post #25 of 55
Quote:
Originally Posted by jragosta View Post


Exactly. I couldn't care less whether someone is happy with their Android phone. I've tried them and for me, nothing comes close to my iPhone.
To be REALLY fair, you have to look at customer satisfaction and customer retention rates - and Apple wins hands down.
The reason for the confusion is that there's no standard definition of what constitutes a 'smart phone'. This was shown last quarter when two different reports on Samsung agreed within a percent or two on total phone sales, but were off by something like 30% on smart phone sales (one said that Samsung's smartphones outsold the iPhone and the other did not). Clearly, the two different reports must have disagreed on what constitutes a smart phone, with one including some phones that are borderline and the other not including borderline phones.
Since Apple is not interested in the low end, marginally smart phones, the latter is probably of more interest to Apple.
In the case of the figures you presented, I would guess that they show the percentage of phones that have a data plan. My ex is on her third Android 'Smart phone', but this is the first one with a data plan. The first two were just to limiting to make it worthwhile. My daughter is on her 4th Android smart phone (thank goodness for AT&T's phone damage warranty!) and this is again the first one that was good enough to justify a data plan. The point is that many Android smart phones are not being used as smart phones at all. I suspect that is far less likely to happen with iPhones.


But yet the very graph related to this story shows that all the top sellers are top of the line smart phones for each manufacture and have data.  Your "girlfriends" situation is the minority and people are obviously buying top of the line Android phones with data.

post #26 of 55
Quote:
Originally Posted by lamewing View Post

Not surprising since the only phone that runs iOS is the iPhone. If you count all Android and all iOS then Android sells more. This comparison is worthless since Apple only sells one phone, the iPhone. I would like to see the numbers based on models iPhone 3GS, 4, 4S, Galaxy SIII, SII, yada yada. (I still prefer the iPhone) At least this would give a better comparison between iOS devices and Android devices.


No matter how the comparisons are made, it'll never be a fair comparison. If it was a platform comparison, then iOS includes ipod touches and ipads. If it's a manufacturer comparison, then the android guys will want to include all android devices and not just a single manufacturer.

 

To please the android guys, it would have to be android OS vs iphone hardware. As long as companies continue to release better phones, we should all be happy with our choices and not concern ourselves with which phone or platform is selling more.

post #27 of 55

The Galaxy Note was actually the 3rd bestselling phone at AT&T in March!? Wow, wouldn't have predicted that. Are those customers now in the hospital recovering from hernia operation?

post #28 of 55
Quote:
Originally Posted by Hellacool View Post


But yet the very graph related to this story shows that all the top sellers are top of the line smart phones for each manufacture and have data.  Your "girlfriends" situation is the minority and people are obviously buying top of the line Android phones with data.

You're missing the point. The iPhone is #1 from every one of the major carriers above except T-mobile. They're #1 and #3 from several of them.

The point is that you can't simply add up ALL Android phones and compare them to the iPhone. Rather, you should add up only those that are used as a smartphone. While that includes the top selling models listed above, it doesn't include all Android phones, so trying to add up ALL android phones to compare to the iPhone is misleading.
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post #29 of 55
Quote:
Originally Posted by nagromme View Post

Juggle the numbers all you like, people are still happier with their iPhones :) I get little value from enjoying my device’s “sales ranking.” I get value from ease of use and quality of apps.

Yes, but you still get some value in "sales ranking" - it makes your chosen device more attractive to developers.  Thats not a lot, but it helps.

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post #30 of 55
Quote:
Originally Posted by jragosta View Post


You're missing the point. The iPhone is #1 from every one of the major carriers above except T-mobile. They're #1 and #3 from several of them.
The point is that you can't simply add up ALL Android phones and compare them to the iPhone. Rather, you should add up only those that are used as a smartphone. While that includes the top selling models listed above, it doesn't include all Android phones, so trying to add up ALL android phones to compare to the iPhone is misleading.

 

All Android are smartphones

post #31 of 55
Quote:
Originally Posted by Tallest Skil View Post

Speaking of vendors…
700
VisionMobile's the source.

Is that a "metro" pie chart?

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post #32 of 55

By Hellacool:

 

Quote:

I think as of today, Google is reporting 900,000 daily activations on new, individual devices and based on the graph for this article, the top Android devices are top of the line smart phones, not cheap-o's that the bois like to use as a retort.

 

Worldwide smarphone OS usage tells another story. If the majority of Androids were high-end phones, wouldn't that show on the internet usage statistics? 


Edited by 0yvind - 6/26/12 at 12:18pm
post #33 of 55
Quote:
Originally Posted by Hellacool View Post


Or a quick side note so that forum members do not think he actually associates with someone that owns an Android device and might actually like it.  Its like people that claim they are not racist because they have (insert race here) friends. 

 

That isn't it either.  If she like it, it'd be fine for her, but the phone is glitchy and crashes on her enough that she mentioned it (probably the apps she installed).  I don't have an iPhone.

 

But back to the main point, the sales folks at Verizon actively pushed her away from what she walked in and asked for (an iPhone) to something better for them (Android) - presumably because it's less expensive for Verizon.  It's amazing the iPhone is still #1 at Verizon considering that this is happening at the point of sale.

post #34 of 55
Quote:
Originally Posted by jragosta View Post


You're missing the point. The iPhone is #1 from every one of the major carriers above except T-mobile. They're #1 and #3 from several of them.
The point is that you can't simply add up ALL Android phones and compare them to the iPhone. Rather, you should add up only those that are used as a smartphone. While that includes the top selling models listed above, it doesn't include all Android phones, so trying to add up ALL android phones to compare to the iPhone is misleading.


All Android are smart phones.  Now if they choose to not have data, that is on them.

post #35 of 55
Quote:
Originally Posted by Tallest Skil View Post

Speaking of vendors…
700
VisionMobile's the source.

 

Tim Cook is responsible for this part.....................................................^^^^^^^

 

Profit is all that matters long term.

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post #36 of 55
If the Lumia 900 is selling so well, how come I've never seen one in the wild?
post #37 of 55
Quote:
Originally Posted by Sasparilla View Post

 

That isn't it either.  If she like it, it'd be fine for her, but the phone is glitchy and crashes on her enough that she mentioned it (probably the apps she installed).  I don't have an iPhone.

 

But back to the main point, the sales folks at Verizon actively pushed her away from what she walked in and asked for (an iPhone) to something better for them (Android) - presumably because it's less expensive for Verizon.  It's amazing the iPhone is still #1 at Verizon considering that this is happening at the point of sale.

 

Bigger profit margins on Android phones & 4G/LTE is capable of using alot more data.  Its a win-win situation for companies like Verizon to push a cheaper 4G Android phone over the 4S.

 

You could also look at the family plans and draw the same conclusions.  Ever notice how many Android phones are buy 1, get 1 free.  The 2 year contract & expensive tiered data plans that you get stuck with damn sure isnt free.

post #38 of 55
Quote:
Originally Posted by Hellacool View Post


But yet the very graph related to this story shows that all the top sellers are top of the line smart phones for each manufacture and have data.  Your "girlfriends" situation is the minority and people are obviously buying top of the line Android phones with data.

sorry but you do not know what you are talking about.

 

there's (let's say) 10 high end android phones.

there's 1000 medium end android phones.

 

there's 10000000 low end android phones.

 

the high end accounts for less than 20% of all android phone activations (if they activate 900.000 per day).

 

can you understand?

 

samsung sold less than 40 million galaxy (s, s2, note) to date and they outsold all other OEMs. the galaxy will appear very high on every list, but only 1 in 10 android users will buy it.

 

do the math troll.

 

can you understand the logic or are you so limited and also busy in your little basement?

post #39 of 55
Quote:
Originally Posted by pedromartins View Post

sorry but you do not know what you are talking about.

 

there's (let's say) 10 high end android phones.

there's 1000 medium end android phones.

 

there's 10000000 low end android phones.

 

the high end accounts for less than 20% of all android phone activations (if they activate 900.000 per day).

 

can you understand?

 

samsung sold less than 40 million galaxy (s, s2, note) to date and they outsold all other OEMs. the galaxy will appear very high on every list, but only 1 in 10 android users will buy it.

 

do the math troll.

 

can you understand the logic or are you so limited and also busy in your little basement?


Wow. Take a chill pill, man.

post #40 of 55
Quote:
Originally Posted by Galley View Post

If the Lumia 900 is selling so well, how come I've never seen one in the wild?


Come to think of it, I haven't seen too many myself either. I see almost exclusively iPhones, Galaxies and Blackberries.

 

But, out of 10 phones we see in the wild, how many are newly purchased units? Perhaps we are not out in the wild as much as we think?

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