Data Showing Android Pushing Past Apple Does Not Include iPhone 4

Erick Schonfeld

Erick Schonfeld is a technology journalist and the executive producer of DEMO. He is also a partner at bMuse, a product incubator in New York City. Schonfeld is the former Editor in Chief of TechCrunch. At TechCrunch, he oversaw the editorial content of the site, helped to program the Disrupt conferences and CrunchUps, produced TCTV shows, and wrote daily... → Learn More

Monday, August 2nd, 2010

There is no question that Android’s share of the smartphone market is growing by leaps and bounds. Earlier today, Nielsen came out with some more evidence that Android keeps rising. It published some very provocative numbers today suggesting that Android’s share of new smartphone subscribers surged past new iPhone subscribers in the U.S. during the second quarter, commanding 27 percent of recent smartphone purchases compared to 23 percent for the iPhone.

These figures represent new smartphone purchases over the preceding 6 months.  In terms of total smartphone subscribers in the U.S., the iPhone still has more than twice as many as Android, with 28 percent versus 13 percent.  But that number was flat for iPhone from the first quarter, while Android’s share rose from 9 percent.  (Blackberry is still bigger than both with 35 percent share of total subscribers, and 33 percent of recent subscribers).

The relative gains of Android compared to iPhone could very well signal a tipping point for Android.  Perhaps the weight of all 20+ Android phones and multiple carriers is finally collectively beating the iPhone, and there will be no looking back.  Or maybe the fight is not yet over.

According to this data, new Android subscribers passed iPhone subscribers in the second quarter, which ended on June 30.  The new iPhone 4 was announced on June 7, but not available until June 24th.

In other words, this data only includes one week of iPhone 4 sales. The flat market share line may very well be indicating nothing more than the end of the iPhone 3Gs product lifecycle. Many people who wanted a new iPhone delayed their purchase in anticipation of the iPhone 4. Yes, the iPhone 4 has some antenna issues, but those do not seem to be affecting sales.

Can Android keep on taking market share among new smartphone buyers, or will the iPhone bounce back next quarter with the full force of iPhone 4 sales behind it? Like they say, one data point does not make a trend.

Product: iPhone 4
Company Apple

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Product: Android
Website: code.google.com
Company Google

Android is a software platform for mobile devices based on the Linux operating system and developed by Google and the Open Handset Alliance. It allows developers to write managed code in Java that utilizes Google-developed software libraries, but does not support programs developed in native code. The unveiling of the Android platform on 5 November 2007 was announced with the founding of the Open Handset Alliance, a consortium of 34 hardware, software and telecom companies devoted to advancing open standards...

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