Android growth prior to iPhone 5 launch further established market dominanceSmartphones running Android saw double-digit marketshare gains in the third quarter as Apples iOS lost substantial ground, leading one analyst to question whether Google's OS could be in a position to take over the entire market.
In a note to investors on Monday, Charlie Wolf of Needham & Co. said that Androids market share rose to 72.4 percent in September, up from 64.1 percent quarter-to-quarter, while Apple saw its share slip to 13.9 percent from 18.8 percent over the same period.
Wolf was quick to point out that Apple's numbers were likely impacted by hesitant consumers who put off new iPhone purchases ahead of the iPhone 5s September release. However with Android now accounting for almost three-fourths of the market, the analyst speculated that the smartphone industry may soon become a one-horse race.
As we have discussed in previous reports, we think a winner-take-all outcome is possible, but highly unlikely, wrote Wolf, who last week said that the launch of Google Maps on the iPhone was a mixed blessing for Apple.
Struggling smartphone maker RIM saw BlackBerry market share rise from 5.2 percent to 5.3 percent, but that figure was still less than half of the companys 11 percent stake a year ago. Microsoft's Windows Phone share decreased from 2.7 percent to 2.4 percent as consumers held out for the October release of Windows Phone 8.
As for the hardware market, Wolf said Samsung was the clear winner after taking a a 32.4 percent share on shipments of 54.1 million units, a 129 percent year-over-year increase from 23.6 million units in the third quarter of 2011.
On Topic: Investor
- Apple's 'fundamentally different' iPhone 6 expected to buck seasonal sales trends
- FBR Capital Markets gives Apple trillion-dollar valuation with $185 price target
- Citi lays out five reasons why Apple stock, growth potential is undervalued
- UBS declares Apple a 'special' kind of investment, says 'full ramifications' of iPhone are yet to come
- Rockstar patent sale could net Apple $392 million in March quarter