Skip to comments.Reports: Nearly Twice As Many Androids Shipped Last Quarter As iPhones
Posted on 11/01/2010 9:45:07 AM PDT by SmokingJoe
In a report that is raising eyebrows this morning, UK-based market research firm Canalys estimates that total shipments of Android phones in the U.S. during the third quarter were nearly twice as large as iPhone shipments. Out of 20.9 million smartphones shipped in the U.S., about 44 percent, or 9.1 million, are running the Android OS. Apple, shipped an estimated 5.5 million phones, or 26 percent of the total.
Apple ships only one phone, the iPhone. And it became the single largest smartphone in the U.S., surpassing all Blackberry phones combined (with RIM shipping an estimated 5.1 million phones, or 24 percent). Apples market share in the U.S. jumped 4.5 percent from the second quarter, but the collective share of all the Android handsets now on the market jumped by nearly 10 percent (from 34 percent).
On a worldwide basis, Canalys puts Androids share at about 25 percent, also larger than the iPhones global share of 17 percent (and RIMs 15 percent). These numbers are surprising given the fact that Apple claims to be activating 275,000 iOS devices a day, with Google a bit lower. Activations and shipments are different, but they should be more or less in line with one another. The numbers that have come out from both Apple and Google suggest that Android and iOS devices are neck-and-neck, not that Android is a length ahead. But Apples activation numbers include more than just iPhones (iPads are in there too).
Other market research firms such as Nielsen and Gartner have yet to release their third quarter estimates. Will their numbers tell the same story as the Canalys numbers?
(Excerpt) Read more at techcrunch.com ...
Exactly how do they estimate the total number of shipments? Is there an App for that?
Only on the I Phone ;-)
Is it because consumers were waiting for the iPhnoe 4?
Better hardware/software...better sales. Android OWNS iphone.
or even waiting for the iPhone 4?
how’s pricing compare?
I agree. It was a mistake for Apple to limit the iPhone to AT&T. I would have liked to have an iPhone but I wasn’t willing to dump my long-time carrier for AT&T.
Generally speaking it’s not even close. Iphone is a rip off.
I believe that iphone was hit very hard by antenna-gate.
Verizon rejected them and AT&T demanded a multi-year exclusive deal which is coming to an end very soon.
I have Verizon and have had a droid for a year. Actually its my third. it breaks easily. If Verizon truly gets the Iphone after the New Year , I’ll be their first customer, Of course I’ll be competing with millions for that honor.
Can I ask what phone you were using before you went to the Android? I love my BlackBerry but it’s the only brand of smartphone I’ve ever had and wondered what, if anything, I was missing out on.
Apple claims that they sell all the iPhones they can make -
If so, antenna-gate is pretty much irrelevant to anything but AAPL's cost per sale, and its still-rather-lucrative bottom line.
Of course, Apple took home 47% of ALL the cellphone handset sales profits on only a 3.9% world wide handset market share, but then that doesn't seem to matter... the rest, mostly are selling at a loss or for very slim margins in a race to the bottom with Buy One, Get One Free offers...
And Apple is still selling every iPhone 4, iPad, and iPod touch they can make... and are gearing up factories to make more.
If you want on or off the Mac Ping List, Freepmail me.
The longer I have my Motorola Droid the more I realize it is a subpar and not well-integrated device. Frustratingly poor. One example...take a picture and wait five minutes for it to show up in the gallery so you can upload it to Facebook.
Netbooks can’t be made cheap enough. If they reach the sub-$100 range, those who want a once-in-a-while rainy day backup travel unit will buy ‘em all. But of course, no one can make money doing that. Netbooks and notebooks offer the same kind of functionality, except that netbooks have noticeably smaller keyboards and screens. Once the roll-up computer rolls out (as it were) — within five years, perhaps even three years — notebooks will be (mostly) finished off; netbooks will be long gone. Low-end notebooks already overlap high-end netbooks, and that’s the way the market is going to go; fullsize notebooks will continue to command a premium over netbooks, but the netbook success has shown that users will give up hotter CPUs.
Apple has specifically named: "Droid, Droid 2, Droid X, Cliq, Cliq XT, BackFlip, Devour A555, Devour i1, and Charm.1," all Android phones, as specifically infringing Apple's patents.
Apple has not sued Google directly because they are not selling Android directly... and Android itself is not, apparently, at this point directly infringing any Apple patents. The PHONES however are. It remains to be seen when Apple may file against Google in some kind of inducement to infringe suit because Android enables Android devices to use Apple patented devices and technology, but that is probably a legal stretch.
However, Oracle has sued Google over Sun's Java code found verbatim in Android's code base... apparently without license. This may be another SCO moment, but only the courts will determine that.
Several of the Apple patents in the lawsuits have to do with things that will heavily impact Android phones look and feel... and operation as multi-touch screen phone operations. Apple has also filed a patent lawsuit against HTC for similar infringements on their Android phones. I hear others are in the works against all other Android phone makers.
In the two year run-up of iPhone/iPad development before the iPhone release, Apple submitted over 200 patent applications and those are now being granted almost daily. Now that Apple is receiving the legal ammunition of those official patents, they will be going after those companies using their intellectual property. Steve Jobs promised that when they introduced the iPhone in January 2007... and they are following through.
I would add, they are pretty poor knockoffs.
What do you mean not even close? From Verizon before mail in rebates: Droid X: $299, Droid Incredible: $250, Samsung Fascinate: $299. All of these you will have to add an SD card to have equal storage all though all three do have a larger screen. Still none have as high of a resolution screen. The 32GB iPhone is $299. Sure does seem pretty close.
Was it ever Apple’s goal to have market dominance? Aren’t certain choices: 3 models only, one carrier guaranteed to leave them as not having market dominance. Would Apple have been aware of this from the beginning? Are they not still very profitable in the way they have chosen to compete?
CORRECT. These marketshare stories are all the same:
Mine's bigger than yours is (market share, # of units sold)and carefully ignoring the fact that Apple doesn't give a d@mn about market dominance. Never has, never will.
The others only know how to count number of units sold. They don't care about -what- they're selling.
Apple is mainly concerned about inventing or developing the BEST product available. Some say the coolest; I have tremendous respect for their engineering and industrial design.
Oh, Apple gives marketshare some lip service, but the obvious fact is Apple's business model is based on the high-end of the market, which will never be the winner in terms of raw numbers of units.
These tech writers are idiots. All they can do is count units. But the Apple-haters eat it up, and post such articles with great glee, not realizing how silly they look, gloating about low-margin non-Apple phones just because there are more of them. *sigh*
The new base top-tier phones cost about the same. iPhone 16 GB, Samsung Galaxy S (Captivate, Vibrant, Epic, etc.), Motorola Droid X, all $199 with contract.
That "mistake" is to let someone else have the market share bragging rights, let other hardware manufacturers race to the bottom with low-margin commodity hardware, and dab away their tears with the big honking fistfuls of money they're making.
Marketshare matters only for one thing here: developer support. If a platform goes below critical mass then developers will flee. But it appears Apple has far more than enough unit sales to keep developers interested.
If antenna-gate was fiction it would not hurt. But the truth is, that without the bumper, calls are dropped when your hand remains on the spot located on the lower left hand of the device. Even with the bumper I’ve seen the calls dropped.
It really doesn’t bother me because I’m willing to hold the device in a different way but I believe this is hurting apple right now.
Mind, they still have a lot going on in China and the ipad demand is crazy good.
But again to add evidence to my claim about antenna-gate...
Availability of the iPhone 4 continues to improve in the United States, with the company’s online store now offering shipping estimates of “within 24 hours” for new orders. After spending much of the summer with three-week shipping estimates, supplies of the iPhone 4 began to increase in early October with a move to 5-7 business day shipping estimates. Estimates improved once again to 1-3 business days in recent weeks before making the final move to the minimum possible window today.
iPhone 4 shipping estimates in many other countries, where the company is typically selling unlocked and/or unsubsidized phones online, are registering with estimates of up to two weeks for new orders.
Motorola also reaffirmed its commitment to the Android platform- and global users with the Droid 2 Pro. Add the sneak-previewed Business Droid to the set, and it’s a remarkable offering.
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