Google’s share of the U.S. smartphone market dipped for the first time since 2009 according to Needham & Co. analyst Charlie Wolf. Needham says Android’s share slid from 52.4% to 49.5% in the first quarter, its first sequential market share loss in any region since the second quarter of 2009. Wolf attributes the dip to the launch of Verizon Wireless’ iPhone 4; Apple’s U.S. market share ballooned more than 12 points to 29.5% in the first quarter. Wolf believes Android’s market share in the U.S. will rebound in the June and September quarters, though it will see a “material decline” in the fourth quarter of 2011 following the launch of Apple’s fifth-generation iPhone. “This is just the beginning of Android’s share loss in the U.S.,” Wolf wrote in a note to investors. “The migration of subscribers to the iPhone on the Verizon network should accelerate this fall when Apple coordinates the launch of iPhone 5 on the GSM and CDMA networks. The iPhone could also launch on the Sprint and T-Mobile networks.” Hit the break for a graphical representation of U.S. smartphone market share from IDC.

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Zach Epstein has worked in and around ICT for more than 15 years, first in marketing and business development with two private telcos, then as a writer and editor covering business news, consumer electronics and telecommunications. Zach’s work has been quoted by countless top news publications in the US and around the world. He was also recently named one of the world's top-10 “power mobile influencers” by Forbes, as well as one of Inc. Magazine's top-30 Internet of Things experts.