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nice bargraph - take a look at the lines. we are not talking about current market share, we are talking about trends. And looking at the trends, the future does not look very bright for iOS. In a few countries, iOS grows as fast as Android. In most markets, iOS grows slower. And again, in some markets, Android wiped the floor (or is about to) with iOS. The reason this is cause for alarm for Apple is that this is the juicy bit of the high-end market, precisely the one they are interested in.
Years ago everyone predicted that Android will flood the market with cheap Chinese handsets. However, it appears now that high-end Android handsets (some more expensive than Apple's offerings) are chewing at their marketshare. I'm pulling this out of my ass, but I would bet that 95% of Android growth is due to units sold in Apple's price-range (about $500 non-subsidized). Apple wouldn't mind a 80% Android marketshare if it was on the low-end. They are not interested in the low-end. Unfortunately for them, Android's eating Apple's high-end lunch. Hence the litigation.
What happened in June 2010? iPhone 4. When was it widely available? Late June, early July. When was the last Apple hardware refresh? June 2010. When was the last Android hardware refresh? Yesterday, pretty much... if not yesterday, certainly last week. What will be the REAL interesting point, the REAL indicator is what happens after the next iPhone hardware refresh. If that shows a similar decline, I'd have to then agree with you. As it stands, Worldwide, Android is still quite a way behind and iOS fluctuates depending on which regions get what hardware (due to the staggered worldwide release schedules that Apple seems to cling to.)
Essentially - yes, I saw the line graphs, no I do not take them at face value as telling the whole story. That is why looking at the bar graphs is also telling. It shows you how far Android is still behind iOS, despite the rapid growth and over 10:1 ratio of handsets manufacturers. Edited 2011-07-13 09:41 UTC