Android’s market has reached peaked last March, after months of dominating over the iPhone, and now its share is starting to regress. And where does the market go? Probably to the iPhone, which is experiencing an increase of smartphone shares in the US, with a 12.3 percent hike reaching to 29.5 percent market share, while Android’s share in the same region dropped from 52.4 percent to 49.5 percent.
The correlation of the rise and fall is illustrated in a chart distributed by Needham’s Charlie Wolf, which may as well be titled “The Verizon iPhone Effect.”
“In our opinion, this is just the beginning of Android’s share loss in the U.S.,” Wolf writes. “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.”
Is the iPhone’s late expansion beyond an exclusive AT&T network giving it a leading edge over Android? That’s yet to be determined, but one area where Apple’s still dominating is in the tablet department. According to a survey conducted by Bernstein Research, half of US and UK consumers only want an iPad, while the other half is fine with anything of “the same feel. “Consumers don’t want tablets, they want iPads,” repports All Things D. Over 75 percent of workers all over the globe have an iPad or iPad 2, noting the tablet’s influence in enterprise environments.
The iPad era has dawned.
Many expect Android to eventually overtake Apple in the tablet market, just as they did with smartphones. But if Apple can expand its devices through accessibility (more networks, more device options and pricing options), they could stand a chance against Android.
Though Apple is gaining, Wolf remains unenthusiastic of iPhone for Verizon’s launch back in February, so as to call it “tepid”. “One reason Apple delayed the launch of iPhone 5 until September,” he writes, as if he were privy to Apple’s strategic thinking, “is that it reportedly plans to coordinate the launch of the GSM and CDMA versions of the phone. To do so in June would likely have upset Verizon subscribers who purchased iPhone 4 in the preceding months. It’s our expectation, then, that the anticipated surge in iPhone sales on the Verizon network is likely to occur this fall after Apple launches iPhone 5.”
Moreover, this battle over mobile market share extends beyond Apple and Android. A chart posted by PCMag shows a survey heralding the Samsung Focus, a premiere Windows Phone 7 handset, to be the best smartphone out there, beating Android and the seemingly all-powerful iPhone. The Samsung Focus outsmarted Apple’s iPhone in reliability, reception, call quality, text messaging, email, web browsing and gaming.
Actually, it’s not just Android shares that are eroding; Research in Motion is also losing dominance over the past year and is gradually leveling with Android. And if by chance the rumor about Apple working on a working class iPhone to trump Android, RIM and Nokia, then “Apple can hold profit margins as it increasingly tiers it’s iPhones,” said Jeferries analyst Peter Misek.
[...] Android’s market has peaked last March, and now its share is starting to regress. And where does the market go? Probably to iPhone which is experiencing an increase of US smartphone shares by 12.3 percent to 29.5 percent while Android’s share in the US dropped from 52.4 percent to 49.5 percent. The correlation of these rise and fall is illustrated in a chart distributed by Needham’s Charlie Wolf … Go to Source [...]
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[...] the Android point of view, Nokia will have to gain a whole lot of market share to overshadow the dominate OS, even as it [...]