11.8 million would be pretty low for the iPhone. Android is expected to have shipped around 20-23 million phones in Q3 world wide. Android already shipped around 11 million in Q2.
So the trend in terms of marketshare seems to go down for the iPhone for almost one year now.
And according to Gartner the iPhone future in the smartphone market doesn't sound too good:
"An interesting element to Gartner’s research is what happens to iOS during the 2010 - 2014 period. By the end of this year, Gartner forecasts the iOS market share to be 15.4%, rising to 17.1% by the end of next year. However, three years into the future, by the end of 2014 Gartner forecasts the share to drop to under 15%. (...) In terms of market share, Apple's iOS will appear lackluster with a 14.9% share in 2014, compared to a 14.4% share in 2009. (...) While Android is mostly found in the high end of the market today, the multiple vendors selling Android phones are expected to expand into the other tiers by 2014, when the OS will have a projected 29.6% share."

So the trend in terms of marketshare seems to go down for the iPhone for almost one year now.


And according to Gartner the iPhone future in the smartphone market doesn't sound too good:
"An interesting element to Gartner’s research is what happens to iOS during the 2010 - 2014 period. By the end of this year, Gartner forecasts the iOS market share to be 15.4%, rising to 17.1% by the end of next year. However, three years into the future, by the end of 2014 Gartner forecasts the share to drop to under 15%. (...) In terms of market share, Apple's iOS will appear lackluster with a 14.9% share in 2014, compared to a 14.4% share in 2009. (...) While Android is mostly found in the high end of the market today, the multiple vendors selling Android phones are expected to expand into the other tiers by 2014, when the OS will have a projected 29.6% share."