Wall Street Journal, Computer World: IPhone Loses Market Share in Fourth Quarter

in iPhone edited January 2014


The ComputerWorld article has much more information (and detailed graphs) so I'll quote that one here:


Android marketshare growing, iPhone shrinking, says Quantcast

Apple, if they needed a reason to go after HTC, and by proxy Google, may have had it in marketshare numbers. Android's growth has been pretty spectacular over the past few quarters highlighted by the graphs below from Quantcast, a web analytics firm.

While iPhone is clearly the market leader in Web consumption with over four times the share as Android, its nearest competitor, recent trends show that they aren't standing on firm ground.

In the last month the iPhone has lost 3.2% of its marketshare compared with RIM and Android both gaining considerably. This isn't just a monthly blip either, at least with regards to Android. Google's phone market has grown 44% over the past quarter and almost doubled over the past year while the iPhone has lost around 5% and 10% of the overall market over those same periods.

The iPhone is still gaining users and pageviews, Android is just gaining so much faster.

According to some sources, Steve Jobs recently told an Apple Town Hall meeting:


On Google: We did not enter the search business, Jobs said. They entered the phone business. Make no mistake they want to kill the iPhone. We won?t let them, he says. Someone else asks something on a different topic, but there?s no getting Jobs off this rant. I want to go back to that other question first and say one more thing, he says. This don?t be evil mantra: ?It?s BS.? Audience roars.

While, lawsuits aren't going to make my smartphone experience any better, I am looking forward to seeing what Apple does in the technology space to take on Google. It certainly sounds like the competition is on.


  • Reply 1 of 4
    I came by to post a similar article and have to say WOW, not a single comment? I suppose people don't like reading facts?


    Android Dominates, Windows Mobile Plummets, iPhone Stagnant


    By Tony Bradley

    The results are in from comScore for the most recent quarter for smartphone usage in the United States. With smartphone use up 18 percent over the previous quarter, topping 42 million users, Google's Android mobile operating system stands out as the dominant winner for this quarter.

    Google Android increased its smartphone market share more than 250 percent this quarter.The smartphone statistics from this quarter demonstrate that the smartphone is still viewed primarily as a business tool rather than a consumer toy. Businesses and business professionals continue to embrace BlackBerry and Android devices, in all of their many shapes and forms, over the Apple iPhone.

    Verizon's massive marketing effort leading to the launch of the Motorola Droid, and Google's major media attention for the introduction of the Nexus One appear to have paid off. Android more than doubled its market share over the previous quarter--jumping more than 250 percent from 2.8 percent of the U.S. smartphone market to 7.1 percent.

    Apparently, much of that market share increase came at Microsoft's expense. Microsoft finally unveiled the next generation Windows Phone 7 platform, but that hasn't helped stop the bleeding for the current Windows Mobile devices. In fact, the lack of a path to upgrade current devices to the new Windows Phone 7 operating system when it arrives, and the lack of backward compatibility to run current Windows Mobile apps probably mean Microsoft can expect sharp losses in the next quarter as well.

    Analysts have generally praised Windows Phone 7, which is a completely new platform from the ground up rather than an incremental evolution of the waning Windows Mobile operating system. The market is hungry for the next generation mobile operating system from Microsoft, and hopefully Microsoft will rebound and reclaim some of its lost smartphone market share once the new platform arrives.

    In spite of the steep losses, Microsoft remains in third place behind Apple, which remained relatively stagnant. The iPhone saw an increase of 0.3 percent--statistically irrelevant and essentially no gain at all. The iPhone remains as the device that all others aspire to be, but Apple may have reached a saturation point when it comes to consumer adoption of a smartphone device.

    Despite its monumental success, Apple faces some hurdles in trying to continue growing iPhone market share. The combination of a closed, proprietary platform, inferior or immature tools for integrating it with business environments, and the fact that the iPhone is tied to a single wireless provider are all handicaps for the iPhone OS.

    The consumer versus business is apparently more than just a label. While Apple has made strides to make the iPhone more business-friendly, and IT administrators in many businesses have reluctantly embraced the platform, the fact is that it is still viewed as more of a consumer toy than an enterprise smartphone.

    It makes sense that those jumping ship from Windows Mobile would embrace Android, as appears to be happening. Android provides an experience approaching what users have come to expect from an iPhone (assuming you get the right device), but delivers it on an open source platform that is much more customizable and business-friendly than the iPhone.

    Android is now available from all four major wireless providers in the United States, while the iPhone is still available exclusively from AT&T. The initial Android device available from AT&T--the Motorola Backflip--is a weak device compared to the Droid or the Nexus One, but the door is open and AT&T will continue to expand its Android portfolio over time.

    Microsoft Windows Phone 7 devices are not expected to be available until later this year--probably just in time for the holidays. That means the next quarter will once again be a battle between Android and iPhone, and Android will most likely continue to be the benefactor of Microsoft's plummeting market share.

    If Google and Microsoft both have another quarter like this one again, Android could actually jump past Windows Mobile to take third place when the next comScore results come out.

  • Reply 2 of 4
    mdriftmeyermdriftmeyer Posts: 7,502member
    I would hope Apple loses some market share with the fact every vendor in the US offers a variety of Android based phones.

    If they didn't Google would be canceling their efforts in the smartphone industry.

    Come back when Apple releases iPhone 4G and the 4.0 SDK with WWDC. Market numbers will see iPhone 3GS pricing drop down to the $99 and the non-GS model removed.
  • Reply 3 of 4
    stevegmustevegmu Posts: 539member
    I guess if you give them away, their market share will increase. Verizon is running buy-1 get-1 free ads for the Androids. I still wouldn't want one if they were buy none, get 2 free...
  • Reply 4 of 4
    addaboxaddabox Posts: 12,664member
    North America ≠ the big picture. Apple is doing very well with worldwide sales, where the peculiarity of the US market doesn't mitigate against multiple carriers.

    When it's all said and done, modest, short term declines in North American market share don't really mean much, beyond giving aid and comfort to the congenitally Apple hating.
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