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Apple up, Android flat in smartphone growth

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11–20 of 31 posts

Re: Apple up, Android flat in smartphone growth

#11
It will be interesting to see what happens on the next iPhone refresh. AT&T is offering the 3gs for "free" with a 2 year contract. If Apple has a replacement that can fit that slot for both AT&T and Verizon, then it will probably do some significant things to the iPhone market share (and seriously accelerate the iPod lines decreasing numbers).

Re: Apple up, Android flat in smartphone growth

#12

It will be interesting to see what happens on the next iPhone refresh. AT&T is offering the 3gs for "free" with a 2 year contract. If Apple has a replacement that can fit that slot for both AT&T and Verizon, then it will probably do some significant things to the iPhone market share (and seriously accelerate the iPod lines decreasing numbers).

Yes, that's definitely the sweet spot. It's hard for Android to sell "cheaper than free". ("free" is far from "free", but it sounds good).

In Canada where the rule is 3 year contracts (and thus free is even more expensive than in the States), I've seen low-end Androids for $0 with 3 year contract, no data plan required and 2 phones + a PS3 for 2 three year contracts.

Re: Apple up, Android flat in smartphone growth

#13
post #8
post #4

This: http://blog.nielsen.com/nielsenwire/?p=28237 Is a lot more helpful. There's still a lot of market to cover, so it's not like iOS and Android are cannibalizing each others sales yet.

The difference between the titles is very interesting: "Apple up, Android flat in smartphone growth" vs the original "_In US_, Smartphones Now Majority of New Cellphone Purchases". Yes, the US market is big, but not the only one. http://www.wired.com/gadgetlab/2011/06/andy-rubin-500000-and...

The big story, IMO, looking at the charts is that smartphone growth all-up stalled (flat between Q1 and Q2). Maybe the first Q2Q stall in growth in years.

I'd like to know why people aren't getting smartphones? Is the cost of the data plans? If so, I think we may see growth in this market segment slow down a lot faster than some people expect.

Re: Apple up, Android flat in smartphone growth

#14

It will be interesting to see what happens on the next iPhone refresh. AT&T is offering the 3gs for "free" with a 2 year contract. If Apple has a replacement that can fit that slot for both AT&T and Verizon, then it will probably do some significant things to the iPhone market share (and seriously accelerate the iPod lines decreasing numbers).

To throw another variable in there, I expect to see the iPhone on Sprint before the end of the year.

Re: Apple up, Android flat in smartphone growth

#15

Nielson's data: http://blog.nielsen.com/nielsenwire/online_mobile/in-us-smar... Nielson's analysis is equally bad. FTA, "Android share of recent acquirers flattened in 2011; Apple is now driving smartphone growth." This is simply not true. Android is still grabbing the largest portion of new smartphone users.

The analysis and wording are misleading, but I find it hard to believe that no one identifies the Verizon iPhone launch as a motivator for these numbers. There's a clear stall in new smartphone user iPhone purchases that starts right after WSJ announced the Verizon iPhone launch. There's also a clear spike when the Verizon iPhone launch occurred.

I guess you could say Apple's departments handling marketing and Verizon launch details are driving smartphone adoption.

Re: Apple up, Android flat in smartphone growth

#17
post #8

Earlier quoted context omitted.

The difference between the titles is very interesting: "Apple up, Android flat in smartphone growth" vs the original "_In US_, Smartphones Now Majority of New Cellphone Purchases". Yes, the US market is big, but not the only one. http://www.wired.com/gadgetlab/2011/06/andy-rubin-500000-and...

The big story, IMO, looking at the charts is that smartphone growth all-up stalled (flat between Q1 and Q2). Maybe the first Q2Q stall in growth in years. I'd like to know why people aren't getting smartphones? Is the cost of the data plans? If so, I think we may see growth in this market segment slow down a lot faster than some people expect.

I think that's because they are selling them as pocket computers, and a lot of people don't care about having another computer. Those who did already got them.

Re: Apple up, Android flat in smartphone growth

#19

It will be interesting to see what happens on the next iPhone refresh. AT&T is offering the 3gs for "free" with a 2 year contract. If Apple has a replacement that can fit that slot for both AT&T and Verizon, then it will probably do some significant things to the iPhone market share (and seriously accelerate the iPod lines decreasing numbers).

Yes, that's definitely the sweet spot. It's hard for Android to sell "cheaper than free". ("free" is far from "free", but it sounds good). In Canada where the rule is 3 year contracts (and thus free is even more expensive than in the States), I've seen low-end Androids for $0 with 3 year contract, no data plan required and 2 phones + a PS3 for 2 three year contracts.

> In Canada where the rule is 3 year contracts (and thus free is even more expensive than in the States), I've seen low-end Androids for $0 with 3 year contract, no data plan required and 2 phones + a PS3 for 2 three year contracts.

True, but Canada has a strangely high iOS adoption rate and carriers are just doing whatever the hell they can to increase that existing 9% of Canadian smartphone users that own Androids. I think it's because they can negotiate better with the individual Android device makers than they can negotiate with Apple or even RIM.

Re: Apple up, Android flat in smartphone growth

#20
Smartphone statistics are pretty unhelpful when it comes to evaluating iOS because they don't factor in the 100+ million iPads & iPod touches out there. It helps to remember this when reading arguments about the App Store & the Android Market, because it's often forgotten or dismissed.
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