Linked by Thom Holwerda on Mon 10th May 2010 14:55 UTC

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Member since:
2006-01-06
Part of the reason why Apple slipped to #3.
That speculation is not based in reality. There's no evidence that Apple is planning on expanding the set of carriers for the iPhone.
Something which Apple will never do. Which means that the iPhone may, in fact, slip to 10% or less of the market over time. Because it doesn't want to compete on volume. Which was the original poster's comment.
Android is being rev'd at a faster rate than iPhone. If you're counting on the new iPhone to take significant market share, it would need to be an order of magnitude better. Which it won't be. Hence, incremental technological improvements aren't going to help.
I agree with his analysis. Apple tends to squander leads in technology because it values high margins more than market share. The iPhone was revolutionary. It combined top quality hardware and software in a well-integrated package. But Android and many other competitors have those same capabilities now, and any improvements that are being made are incremental, not revolutionary. Furthermore, Apple's attempts to charge a toll for every single piece of media that we consume is going to fail.
(I have and use an iPhone every day. My next phone will be either Windows Phone 7 or Android.)