![]() ![]() Adoption of smartphones have hardly started, but when it comes, it will be very quick. The fight will be in India, China, the old Soviet Union, Latin America and Africa. I think the main battlefield will no longer be in the US and Europe, because it will be hard to convince an iPhone user to change to Android or Mango, just as Android users will be reluctant to switch from their platform. Microsoft is getting good reviews for their Mango version.Īt the same time, the developed world is almost done with the transition from dumbphones to smartphones, while the rest of the world hardly has started. Android is hurt by too many OS versions, patent FUD and Motorola disgestion uncertainty. I think we are seeing the beginning of a period with much uncertainty in the mobile arena. Shame on Google for making me do this – they made a pentaband phone that supports both the Tmobile and AT&T 3G frequencies, and are only going to be selling a CDMA/LTE version stateside! I’m actually looking at purchasing the 4S on contract, hoping to sell it on Craigs list, so I can purchase a European or Canadian Galaxy Nexus, which is sadly going to be a Verizon exclusive in the US. I also think the Droid soured their experiences it was fairly slow, as were all of the Android models before the Nexus One. The difference is Apple releases one iPhone per year, whilst there’s weekly Android releases.Īlso, there is a large number of people I know that bought the original Motorola Droid on Verizon exactly 2 years ago because it was the best option on the carrier, whilst actually wanting an iPhone. I don’t think anyone but enthusiasts (myself included) are really waiting for 4.0 or the Galaxy Nexus. The smart bet is that this time won’t be different. But we’re now in the third cycle of “Oooh! Oooh! the New Apple phone will crush Android and restore Cupertino’s rightful dominance…” and we all know what became of those blithe and wishful imaginings the first two times. Of course, the 4S could still surprise everyone in the holiday season. ![]() RIM has seen a slight recent uptick, but everybody else – including Apple – has gotten kerb-stomped. The article doesn’t specify whether “market share” is installed base a la comScore or new sales, but either way it’s nor a pretty picture for competitors. In England, Android utterly crushes its competition. trend is still that Android is growing twice as fast as Apple, and in fact the difference in growth rates is widening rather than narrowing.įor some perspective, let’s hop across the pond. The trouble with this a narrative is that we could equally interpret the fall-off in Android share growth as people waiting for Android 4 – and meanwhile, the ratio between share growth rates has actually increased in Android’s favor.Īgain, it’s helpful to compare with the userbase graph there’s no sign of weakness in Android’s competitive position there. Android and Apple have captured the easy switchers now they’re going to have to fight harder for increased share, and more against each other.Īpple fans will want to spin the flat Apple share numbers as people holding off purchases for the 4S, and will predict a big spike in Apple’s October numbers. This means it’s going to be a tougher game from now on. Apple and Android userbases are continuing to grow on their usual trendlines, but RIM and Microsoft seem to have found some sort of floor their decline has notably slowed and (if you’re prepared to trust the last decimal digit, which I’m not) Microsoft may even have picked up a handful of users. smartphone market neared saturation this change was hinted at in the June numbers and I think the September ones show it arriving right on schedule.Ĭomparing the first and third graphs at statistics page tells the story. But I also expected this to change in 3Q2011 as the U.S. In particular, both Android and Apple were spared having to compete head-to-head in each others’ core markets by the huge volume of dumbphone conversions and customers bailing out of RIM and Microsoft. smartphone market didn’t look like its players were in a zero-sum game. Since early 2011 I’ve been writing that the U.S. smartphone market is slowing, and the flavor of the competitive game is about to change. The September comScore numbers are out, and the market transition hinted at by the June numbers seems to be under way. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |