Apple losses are Google gains

[TheForce]

Giving away free it is not a surprise that Google made number 1 on the list. But two companies that sell their OS as well as maintain strict control over the products are Apple and Rim. Finally, Apple beats RIM. That surprised me. Apple is also much more profitable than RIM because it makes it's smartphone profit on fewer smartphone products. I also recognize that Apple, by relying on fewer products is less diversified and therefore at higher risk of product failure. If iphone goes down one model it could ruin the company. If one model Blackberry goes down, RIM has many others to fall back on.

As a company that sells it's products, Nokia still is number one and the most widely sold single smartphone model is still the iphone. This doesn't mean that Google is without profit model in it's Android give-away. It's just that Google receives it's revenue ROI from Android by selling the user's personal lifestyle habits it collects when the users use their Android OS. A totally different and innovative way to get a return on software development.

 

[diogen]

The "iOS is so much more than just a smartphone OS" crowd will be very "pleased" to learn that Apple's tablet market share is deteriorating at a faster pace than its smartphone one
Strategy Analytics: Android Captures 22 Percent Share of Global Tablet Shipments in Q4 2010 | Business Wire

Diogen.

 

[diogen]

If you look at the bought units instead of shipped during the whole of 2010, the picture is ever so slightly different

Android hasn't passed Symbian, and iOS hasn't beaten RIM...

Taken from here
http://www.digitaltrends.com/mobile/android-global-sales-grew-888-percent-in-2010/

Diogen.

 

[diogen]

Another month - another report. This time with demographics...
http://blog.nielsen.com/nielsenwire/online_mobile/who-is-winning-the-u-s-smartphone-battle/

I didn't expect that only the 55+ prefer iPhones to Android...

Diogen.

 

[diogen]

And if the dynamics stays, in another 3 month Android will pass RIM...

And so they did
ComScore: Android leapfrogs BlackBerry among US smartphone subscribers to take first place in market share -- Engadget

Diogen.

 

[diogen]

An interesting article about the W. European cell market: smart- and not-so-smart phones.
Apple, RIM profit from Euro smartphone shift ? reghardware

The regular handset market is obviously at saturation levels: just 3% growth.
While smartphone units shipment almost doubled.

Diogen.

 

[diogen]

When talking about Android daily activations, this video gives a nice presentation
covering the OS from inception to January this year
http://www.youtube.com/watch?v=fqFpq9WXbJo&feature=player_detailpage


Galaxy S was the biggest catalyst (watch the top left of the screen).

Diogen.

 

[diogen]

Despite some wishful thinking (on Apple fanboys part) that Android's rise is flattening, the exact opposite is true.
Just looking at the last three ComScore tables (above), Android's market share stealing from others accelerates: 5-6.4-7.7% gains quarterly.

Here is another story
Android is outselling iphones says tesco- The Inquirer

Iphones had been outselling Android handsets two-to-one before Christmas but now phones running the open
source OS are racing past Steve Jobs' creation. January saw the two neck and neck and February saw Android overtake.
...Tesco Mobile said that the rise of Android smartphones is due to their affordability.

I believe this realization made Apple switch strategy in the tablet market and play the low price game...

Diogen.

 

[TheForce]

And here is another story, one that is far more accurate than the one written by the Android fanboy-

But first my own admittance that I am an Apple Inc. fanboy but only to the same degree that I am a Google, Inc. fanboy. I neither endorse the Android OS nor do I endorse the iphone. I just like the companies for the way they are run.

The article as well as many others states that iphone a single phone model is being compared to the collective sales of all Android phones is a stupid comparison. The only reason writers, especially Android fanboys do this is they have no other way to spin the mega sales of the single iphone being sold by Apple. If you want to compare the sales of this model phone with that model phone then pick a phone that uses the Android OS and compare to the phone that uses iOS. Don't give me this Bullsh!t comparison that puts iphone sales against a hundered competing phones. That is stupid. Lets see which Android PHONE comes even close to the sales numbers of the iOS phone.

iphone sales is about 25% of the market according to the charts posted. Which other phone can come close to 25% of the market? None!.


Apple could lose another 10% of its market share in smartphone sales and still be the number one selling smart phone.

 

[diogen]

This might be the reason why Android has such a success: size does matter
NPD: Consumers flock to supersized smartphones

According to NPD’s claims, the demand for phones with displays ranging between 3.5 and 3.9 inches have leveled out,
but consumer interest in those with 4-inch screens or larger is on the rise and besting its smaller competitors.
.....
"Smartphones with 4-inch-or-larger screens, like Samsung's Galaxy S, HTC's EVO 4G and Motorola's Droid X, which debuted
in the second quarter (Q2) of 2010, quickly grew to encompass 24 percent of the market by Q4 2010".

NPD must be using different metric of "success" if you believe WSJ rumors like these...
Wall Street Journal: Smaller iPhones & Free MobileMe Likely Coming « Specs, Reviews, News and Price Info - MobileWhack

Diogen.

 

[Foxbat]

One of my coworkers brought in an Evo 4 and I got to look it over and compare it to my iPhone 4. I think Apple should look closely at these 4" displays in a case that isn't any wider or longer than the current iPhone. They would need to rearrange the Home button and the headset speaker, but it can be done.

But I still have to give the quality nod to the iPhone 4's Retina display. Going between the lower-resolution screen and the Retina is like comparing dot-matrix to laser.

Gee, looks like I missed all the action... I can only imagine what was said.

 

[diogen]

I think Apple should look closely at these 4" displays in a case that isn't any wider or longer than the current iPhone.

Unless they change religion, this ain't gona happen.
St. Jobs set the law 8 months ago: "No one is going to buy a big phone".

Should be added to his prophecies of dead Flash and DOA 7" form factor.

Diogen.

 

[mike123abc]

Unless they change religion, this ain't gona happen.
St. Jobs set the law 8 months ago: "No one is going to buy a big phone".

Should be added to his prophecies of dead Flash and DOA 7" form factor.

Diogen.

Well apple has put in patents applications related to the removal of the home button. So they will have more real estate for a larger screen without making the phone larger.

 

[diogen]

Yes, rumor has it the iPhone5 will have a 4" screen with hardly any bezel
IPhone 5 said to be in ‘trial production,’ rumored to include NFC

But so were some of the 4" phones that St. Jobs considered big.
He could not have talked about the Streak in plural form?!
But then again, who knows...

Diogen.

 

[diogen]

Attitudes of mobile users going forward:

SAN MATEO, Calif.–(BUSINESS WIRE)–GetJar, the world’s largest open app store with over 1.5 billion downloads, today released data from their commissioned global survey, giving insight into the preferences and attitudes of mobile phone users. The survey points to the growing demand for Android, reporting almost 40 percent of respondents said they will switch to Android when they purchase their next phone, compared to the 18 percent who said they would like to switch to the iPhone.

Taken from here
Android Will Trump iPhone Two-to-One According to GetJar

Diogen.

 

[diogen]

Those big bean counters - Gartner, IDC, Nielsen, ComScore, etc. - are good at what they do as long as they don't venture into new directions...
IDC decided to dust off its crystal ball and tell the world how the smartphone marketshare will be split by 2015...

Not many are buying this future where Windows phones beat the iPhone in 4 years:
IDC fails to learn from previous mistakes, issues 2015 smartphone predictions -- Engadget
Windows Phone 7 Predicted To Beat Apple iPhone -- InformationWeek
The notable part, not a single soul questions Android numbers.

It would be interesting to hear who financed this "glasing"...

Diogen.

 

[navychop]

At this late date, I can't imagine how anyone could picture MS & their W7 Mobile product becoming such a success, with or without Nokia. That dog won't hunt.

 

[diogen]

Those monthly smartphone OS marketshare updates become boringly predictable:
Android OS grabbed 5-7% more (quarterly), iOS steady, the rest - down.

EDIT: Forgot link
http://www.digitaltrends.com/mobile/comscore-android-dominates-market-verizon-iphone-4-boosts-apple/

Diogen.

 

[diogen]

This must be Microsoft's new "investment" strategy: to pay for research.
First IDC and now Gartner predict Windows Phone 7 will be in second place by 2015.
Numbers are a bit different but the main idea stays the same
Android, Windows Phone will top smartphone OS sales in 2015, Gartner says - Computerworld
Android to rule nearly half of smartphone market by end of 2012- The Inquirer
In 2012/2015 the smartphone OS marketshare will be split
Android: 49.2%/48.8%
iOS: 18.9%/17.2%
BlackB: 12.6%/11.1%
WP7: 10.8%/19.5%

Even if webOS takes the remaining share each year, it will have less that 10% of the pie...

Diogen.

 

[Scott Greczkowski]

I predict that iOS will be above Blackberry (but below Android)

At my company we are forcing all our BB users to move to iOS or an Android device. We are going to be shutting our BES server down. I know other companies that are doing the same thing.