Thank you - I read the early criticism of my post, but had to be off for some meetings and couldn't properly research the background data at that time. (In particular, if "Apple doubled from 22% to 44%, and Android slipped from 50% to 44%" - who dropped from 28% to 10%?)
I would guess RIM, mostly.
Again, since Android only slipped a little in the quarter that Apple introduced a long anticipated (and long delayed) upgrade - who was the loser?
Neither one, since both sold almost the same number of phones.
Remember, this is simply giving sales share of an expanding market. Anyone's share can drop percentage wise and yet they could still be selling millions more than before. Let's check it out using some rough unchecked numbers:
~17 million smartphones sold in the US in 4Q 2010.
Android = 50% = 8.5 million
Apple = 22% = 3.7 million
~24 million smartphones sold in the US in 4Q 2011.
Android = 44% = 11 million = 2.5 million more than 4Q 2010
Apple = 44% = 11 million = 7.3 million more than 4Q 2010
Both sold more than last year, but Apple sold a
lot more than the same time last year. Why?
--
One big reason is that last year the iPhone was sold only on ATT. This year it's also sold to Verizon and Sprint, more than doubling the available market. In fact, I would have expected iPhone sales to jump to 7-8 million total JUST because of that expanded market.
And sure enough, over half of Apple's 7.3 million gain came from Verizon's 4.2 million sales. Sprint would also account for a bunch.
Note that Verizon said that was double the number of the previous quarter, and credited it to the 4S coming out. This would also be true for ATT. In other words, without the 4S, then Apple's sale share for Christmas would've likely been more like 30% instead of 44%.
In either case, it's impressive.
I need to do some research, but I find it hard to believe that the Iphone only had 22% share of the smartphone market a year ago. Time to look at old MacRumours headlines and to check to see if someone redefined the term "smartphone market" since then....
The phrase "market share" in this particular report refers only to percentage of total sales in the market during the quarter, not total ownership.