devices have outsold Apple handsets for the first time on record. New
smartphone subscribers choosing Google phones accounted for 27 percent
of U.S. smartphone sales, the Nielsen Company will announce this
morning, nudging past the 23 percent share held by Apple. But Android
isn't just a U.S. phenomenon: Canalys today estimates that Android
handset sales grew 886 percent worldwide from the year ago quarter.
It's easier to show stellar growth in the beginning of a product
cycle, but Android is nearly two years old. One could make the valid
argument that Android really began to mature over the past year with
Android 2.1, so from that standpoint, Google's platform is still an
infant when compared to iOS4, BlackBerry and other mobile operating
systems. But the uptake of Android among handset-makers is another
factor in such growth. Motorola's Mobile Device division has swung
from losses to profits on the back of Android, for example. And HTC —
once primarily a Windows Mobile phone maker — embraced Android even as
Microsoft's mobile platform is undergoing a major facelift. The
result? HTC revenues were up 66 percent in June from a year ago.
As hot a seller as Google Android phones are right now, its user base
isn't the most satisfied with their device. When surveying current
Android device owners, Nielson found that 71 percent would buy an
Android phone again. That sounds like a high loyalty rating, but it
falls noticeably short when asking iPhone owners about their next
handset — 89 percent are happy with iOS4 and plan to buy a future
Apple handset.
Both the Android and iOS4 platforms still trail the 33 percent U.S.
share held by Research in Motion's BlackBerry devices, but for many,
BlackBerry needs an overhaul. One half of the current BlackBerry
owners surveyed don't want another RIM device when it comes time to
upgrade, but instead are looking at replacements running either
Google's or Apple's mobile platform. Even with the top market share
spot in the U.S., RIM share has been trending down because the current
devices are seen as inferior when it comes to browsing or offering
apps. That should change tomorrow as RIM is holding a press event
where it is widely expected the company will debut its new BlackBerry
6 operating system and potentially new devices, such as a tablet.
Given that the U.S. currently has the largest smartphone user base —
Canalys estimates 14.7 million smartphones were purchased in the U.S.
last quarter — it's easy to overlook the current king of smartphone
sales globally: Nokia. In the second quarter of 2010, the Finnish
phone-maker sold 23.8 million handsets. Nokia saw a 41 percent growth
rate over the prior year's second quarter sales, which sounds
positive, but when compared to Android's 886 percent gain, Nokia's
growth pales in comparison. The overall smartphone market is growing,
which is lifting sales of nearly all. But some — like Android — are
clearly growing far faster than others.
--
Salam,
Agus Hamonangan
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