Linked by Thom Holwerda on Mon 10th May 2010 14:55 UTC
PDAs, Cellphones, Wireless When Apple sued HTC, and targeted Android specifically (news which came out of the blue), many people, including myself, were convinced this was Apple letting the world know they were afraid of Android's rising popularity. This notion was laughed away by many an Apple fan, but it turns out that this is most likely far closer to reality than many dare to admit: in the first quarter of 2010, Android conquered the number two market share spot from the iPhone in the US - and by a wide margin too. Update: Added a graph which better shows the trend.
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Thom_Holwerda
Member since:
2005-06-29

Your reasoning is flawed, since AT&T offers only one Android phone, the BackFlip (two if you count the Nexus One, but this is only sold by Google - not by AT&T itself on its web site).

In other words, people forced to use AT&T can't really choose Android over the iPhone, since there are no Android phones to choose from!

Reply Parent Score: 2

kristoph Member since:
2006-01-01

No Thom, it is your analysis which is flawed ...

In order to get an iPhone from AT&T the lock-in of an existing AT&T customer has to have elapsed. So that customer can migrate to any other provider to get another device (taking their number with them).

If what you say is true, and it's all about choice and cost, then customers would - I would think - migrate from AT&T.

I personally don't think it's about choice or cost or freedom. Research has shown that the bulk of the populace who have been with their carrier for years will stay with their carrier, irrespective of the device they offer.

The true market test is when they compete head on and if you look at other markets the iPhone does very well. Now, Android devices are very good so they may, in fact, overtake the iPhone's mindshare but there is nothing in this report to suggest that, you just twisting facts to advance your own agenda.

Reply Parent Score: 1

Thom_Holwerda Member since:
2005-06-29

Now, Android devices are very good so they may, in fact, overtake the iPhone's mindshare but there is nothing in this report to suggest that, you just twisting facts to advance your own agenda.


The facts are such: in the first quarter of 2010, Android held 28% of the market. The iPhone 21%. As simple as that. It is YOU who is coming up with all sots of reasons as to why these figures are supposedly wrong - YOU are doing the twisting, not me.

People who said Android would overtake the iPhone in sales were derided for predicting something like that - and now that IT HAS ACTUALLY HAPPENED, we're called biased because we merely point out that fact, and dare to draw some conclusions from it?

Priceless.

Reply Parent Score: 8

gustl Member since:
2006-01-19

Well, your argument goes like "IF AT&T were not the only one who is allowed to sell the iPhone then ..."

It looks to me like the iPhone is contractually tied to AT&T, so if Apple wants to sell the iPhone with other carriers, my guess is that AT&T will wave some nasty contract.

Apple chose this path, because when the iPhone first appeared they were the only ones offering this kind of user experience, so they probably got the maximum money out of it with an exclusive contract. Nobody but Apple and AT&T knows when this contract (if ever) will terminate.

In the meantime Apple might actually be able to get more money with a more open business model, sacrificing margin for volume. Then on the other hand they may not.

However, the smartphone market is no market with a high probability of producing a monopoly like the desktop operating market, as the network effects are pretty slim. We will continue to see huge marketshare shifts within short periods of time, since changing your phone OS does not exclude you from making a phonecall.

Reply Parent Score: 2