market share

Research firm Nielsen chimed in today with a survey that puts Apple as the leading handset maker in the United States whilst Android is portrayed as the top mobile operating system in the country. Those findings follow a recent analysis which had Apple overtaking Nokia to become the world’s leading smartphone vendor in July, also corroborated  by IDC figures. According to Nielsen’s June data, Google’s Android remains the nation’s top phone platform with a 39 percent of the country’s consumer smartphone market. Apple’s iOS follows with 28 percent and BlackBerry maker Research In Motion continues to bleed share, down to 20 percent in the second quarter of 2011. Windows Mobile and Windows Phone combined grabbed nine percent, webOS and Palm OS were barely a blip with two percent, as was Nokia’s dying Symbian OS.

Apple on the other hand is the top smartphone maker in the United States that controls 28 percent of the market (excluding iPods and iPads). That’s partly “because Apple is the only company manufacturing smartphones with the iOS operating system”, Nielsen argues. HTC shares second spot with Research In Motion with a fourteen percent share of Android devices and six percent of Windows Phones for a total of 20 percent share of the whole market, same as the BlackBerry maker. HTC is also the nation’s leading Android and Windows Phone vendor with 14 percent and six percent share, respectively. No wonder Apple is suing HTC and seeking to ban import of their phones into the US…

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Research firm Strategy Analytics discovers that shipments of Android-driven tablets are finally beginning to make a meaningful impact on the overall tablet market. Yes, Android slates are making their presence known, even though iPad is still king of the hill. According to the research firm’s survey, June quarter tablet shipments topped 15.1 million units, a material increase over the 3.5 million units from the year-ago period. Apple seized the #1 slot with 9.25 million iPads the company reported for the June quarter, representing a 61.3 percent share of the tablet market overall.

At the same time, Android tablets have gone from 2.9 percent market share in June 2010 to 30.1 percent in June 2011, a surprising 27.2 percentage points increase based on sales of 4.55 million units. In the year-ago quarter Apple enjoyed a 94 percent share, so iPad’s 33 percentage points drop is substantial no matter how you look at it. GSM Arena observes that “in terms of market share, the iOS lead in the past quarter is nearly three times smaller than it was in the same period of last year”.

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While we’re at it, check out the sharp decline of RIM’s once powerful BlackBerry platform.

It’s always a good idea to take whatever analysts are predicting with a healthy dose of skepticism. That said,  Needham’s Charlie Wolf cites IDC data that portrays Android as losing ground to iOS in America. Android, of course, is the country’s leading smartphone platform which in the first quarter grabbed a whopping 49.5 percent of the smartphone market while Apple’s iPhone had 29.5 percent. The momentum cannot continue forever so it’s little surprise then that Android controlled 52.4 percent of the market in the quarter-ago period. Fortune’s Philip Elmer-DeWitt calls this Android’s “first sequential loss ever in any region of the world”, quoting Wolf’s Monday note to clients:

In our opinion, this is just the beginning of Android’s share loss in the US. The migration of subscribers to the iPhone on the Verizon network should accelerate this fall when Apple coordinates the launch of iPhone 5 on the GSM and CDMA networks. The iPhone could also launch on the Sprint and T-Mobile networks.

It looks like ol’ Charlie’s trying to offload some AAPL shares. He argues that…
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