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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RE[6]: Did you read the article?
by kristoph on Mon 10th May 2010 17:04 UTC in reply to "RE[5]: Did you read the article?"
Member since:

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:

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?


Reply Parent Score: 8

stestagg Member since:

Easy Thom, you spend too much time feeding the trolls, and they start feeding you ;)

Reply Parent Score: 3

David Member since:

Thom, Android hasn't overtaken the iPhone, though. Since we're looking at one quarter's sales, and it's a quarter in which some exciting Android handsets have become available, and nothing exciting is happening in the iPhone world, Android has has big sales growth this quarter and Apple hasn't. But that doesn't mean that suddenly there are more Android handsets out there than iPhones. Far from it.

That's not to say that the trend isn't for continued growth for Android. And as it becomes more widespread among handset makers and carriers, it will be a robust competitor for Apple, particularly since Apple tends to restrict availability to one carrier. But those days will soon be over, I believe. Within a few years, iPhone will be available for most if not all carriers.

At that point, the competition will be based on several factors: price, features, handset design, app availability, and (probably last on people's radar) platform freedom.

Reply Parent Score: 2

gustl Member since:

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