Sterne Agee analyst Shaw Wu sent a note to investors Wednesday that suggested Apple’s Mac and iPhone market shares could double or even triple in the next few years. “We believe [Apple] has opportunity to double or potentially even triple its market share in these end markets over the next few years, particularly with Greater China and international under-penetrated opportunities,” Wu wrote. He said there’s “plenty of headroom” for growth in the enterprise and consumer markets, and he thinks Apple can take advantage of “secular mega trends” including the mobile internet, cloud computing and the consumerization of technology. Shaw Wu ialso recently said Apple’s upcoming iPhone 5 launch will be “bigger than expected.” More →
Android’s U.S. market share is continuing to grow at the expense of RIM, Microsoft, and Palm, according to a new report from comScore that took a snapshot of the mobile phone market during the March quarter. The report found that Android powered 34.7% of all U.S. smartphones, up 6% from December 2010. RIM’s BlackBerry OS market share fell 4.5 points to a 27.1% share of the market, while Microsoft’s Windows and Palm’s webOS each saw a 0.9 percentage point decrease. Apple’s iOS market share jumped 0.5 points to a 25.5% share of the market, just behind RIM’s 27.1% grasp. Samsung remained the most popular mobile phone brand with a 24.5% share of the market, followed by LG (20.9%), Motorola (15.8%), RIM (8.4%), and Apple (7.9%). The report also found that 234 million Americans above the age of 13 used mobile devices. Hit the jump for the full release. More →
ComScore has released its latest report on the U.S. smartphone market, and it suggests that Apple’s share of the U.S. OEM market is growing, while Android is continuing to dominate the U.S. operating system market. Samsung remains the top mobile OEM in the United States with a 24.8% marketshare, up 0.3 percentage points from the period prior. It’s followed by LG (20.9%, no change), Motorola (16.1 percent, down .9 percentage points), RIM (8.6 percent, down .2 percentage points), and Apple (7.5%, up .9 percentage points). Given the dominance by Samsung, LG, and Motorola, it comes as no surprise that Android now has a 33% grip on the U.S. smartphone operating system market — that’s up 7 percentage points from the last report. RIM’s BlackBerry OS dropped 4.6 percentage points to a 28.9% share of the market. It’s followed by Apple’s iOS (25.2%), Microsoft’s Windows Phone (7.7%), and Palm’s webOS (2.8%). The report also found that 68.7% of mobile users use their phone for text messaging. Hit the jump for the full release. More →
According to new data released by Android Developers, Android 2.2 (Froyo) currently powers 61.3% of all Android devices that accessed the Android Market during the first two weeks of March. That figure is up just under 10% from January, when the group reported that Froyo powered 51.8% of all devices. Sadly, the stale, older operating systems like Android 1.5 (3%), Android 1.6 (4.8%), and Android 2.1 (29%), are still far more prevalent than the most current version being offered by Google; Android 2.3.3 (Gingerbread) was installed on just 1% of all devices. Android 3.0 (Honeycomb) was the the most rare, and represented just 0.2% of all tablets (and phones if you’ve loaded a custom ROM) accessing the Android Market. With Google expected to announce a new version of its mobile operating system during the Google IO conference in May, we’re starting to wonder if Gingerbread is ever going to take off. More →
Apple’s iOS might be in the most dominant position when it comes to mobile web traffic in North America, but according to Quantcast, it’s Google’s Android that has been fairing best as of late. From May 2009 to May 2010, iOS traffic fell 8.1% while Android saw a 12.2% increase. Impressive for sure, but that isn’t even the best example of the explosive growth Android is currently benefiting from. During the seventeen months between January 2009 and May 2010, iOS dropped 16% at the expense of Android which climbed 15% with the two now standing at 59% and 20% respectively. The accuracy of these figures are a little bit questionable as the data does not appear to readily reflect data consumed by applications. On the other hand, this data was collected well after the launch of both the iPad and iPad 3G but before the EVO 4G even hit the market. Regardless, we think it’s easy enough to draw an accurate conclusion about what’s going on here: Android is starting to take generous bites out of Apple.
According to comScore, Samsung is now the number one handset brand in the United States. Having managed to squeeze past Motorola by a fraction of a percent thanks to its 0.7% gain and Motorola’s 1.6% loss from January to February, the two manufacturers now stand a fraction of a percentage apart. Now in the number three spot, LG’s share of the market remained virtually unchanged dropping 0.1%. Of the top 5, RIM made the largest gains at 1.5% while Nokia’s decline accelerated having lost 0.9%. Apple was said to stand in 6th place which with an overall marketshare of 5%. More →
A lot happened in the US smartphone market from October 2009 to January 2010, but thankfully there are companies like comScore kicking about to help us make sense of just which platforms were the biggest winners and losers during this period. The biggest platform was not surprisingly Google’s Android which saw an uptick of 4.3% to a total of 7.1% thanks in part to the successful launches of handsets like the DROID, DROID ERIS and Hero. RIM’s BlackBerry OS, which faired second best with a gain of 1.7% continued to dominate the total smartphone market at 43%, but one has to wonder if RIM could have done just a little bit more. After all, it did launch the BlackBerry Bold 9700, Curve 8530 and Storm2 during these months. Apple’s iPhone didn’t do as well as many would have guessed, but its 0.3% increase makes quite a bit of sense when you consider the tradition of people holding out on iPhone purchases in the six months leading up the summer release of the devices later iteration. Nonetheless, it does hold a 25.1% stake in the US smartphone market. When it comes to market share, one’s success is another’s misfortune. Not exactly a stranger to losing ground, Microsoft’s Windows Mobile managed to shed 4.0% thanks in part to what can be politely summed up as a general indifference to its current platform (how things will change). After this, we saw Palm with a loss of 2.1%. In Palm’s defence a lot of this can be attributed to people finally getting around to ditching Palm OS, but the fact remains that thing’s aren’t going to well for a company that many felt was on the path to recovery just 15 months ago. More →