AppleInsider is supported by its audience and may earn commission as an Amazon Associate and affiliate partner on qualifying purchases. These affiliate partnerships do not influence our editorial content.
According to a new report by Nielsen, in the month of November sales of phones from all Android licensees together made up the largest segment by platform among "six month acquirers," with 40.8 percent of "adult smartphone customers" buying phones running Android.
Apple's share of these 'recent adult acquirers' was reported to be significantly less, at 26.9 percent, although Apple's assigned share had grown over the previous six months from 20.9 percent in June 2010, prior to the launch of iPhone 4.
RIM's BlackBerry platform came in third among 'recent adult acquirers,' making up 19.2 percent of the market, a significant drop from its 35 percent high in June. RIM's lost 15 percentage points appeared to be gobbled up by both Apple (which grew by 6 percentage points over the same period) and Android (which grew by 13).
However, the report notes that, "when it comes to overall consumer market share, Android OS (25.8%) is still behind Apple iOS (28.6%)." RIM figures in-between iOS and Android, with a 26.1 percent share of the overall market.
Apple's overall share of the smartphone market was up just over a percentage point across the last six months, while Android grew by nearly 11 percentage points and BlackBerry fell by nearly 8 percentage points.
Lies, Damn Lies and Statistics
Nielson's latest figures contradict the notion that Android as a platform has already outpaced Apple's iOS in the US and globally, an idea that has gained populist traction despite the poor performance of Google's Android Market and the lack of support it is getting from key third party developers.
An earlier report by Gartner claimed Android shipments world wide had ballooned from 3.5 percent last year to a whopping 25.5 percent in the third quarter of 2010.
Gartner's data didn't show that growth coming from mainstream Android licensees such as Samsung, HTC and Motorola, however, instead crediting Android with tens of millions of units from "other" manufacturers.
Gartner's numbers differed from a parallel IDC mobile phone market report by an astounding 77 million units (the smartphone market itself is currently only 81 million), casting a credibility shadow over Gartner's figures and reporting.
Gartner's reliance on assumptions that high volume sales of no-brand phones in emerging markets are likely using Android actually spells problems for Android licensees in leading nations, as those volumes of phones do not add value to the platform's app market but may be contributing downward pricing pressure for licensees who are relying upon Android to deliver an affordable product.
A flood of tens of millions of Android phones by "other" manufacturers can only impede the global sales of HTC, Motorola and Samsung models while subtracting from the differentiated value those brands can deliver. HTC and Samsung have recently chosen to also release new Windows Phone 7 models, and Samsung launched its own Bada platform this summer in a hedge bet against Android, both indications that hardware makers are not comfortable with putting all their eggs in Google's basket.
Who's on first?
The surge appeared to be related to RIM's rollout of its first WebKit browser, and only appeared when the use of iPod touch devices were excluded from the platform tally. Globally, the StatCounter figures showed that Apple had taken over the top position in 30 countries, including all of North America, Europe and Australia. The second runner up was Symbian, with RIM's BlackBerry only taking a lead in South America and Android only leading in Samsung's home nation of South Korea.
A third metric, looking at mobile activations, was also recently used to suggest that Android had eclipsed iOS as a platform. Google began reporting activations earlier this year, with Apple taking issue with the numbers Google had announced and reporting that it was still ahead in September and again in October. Despite giving its software away, Google still don't appear to have eclipsed Apple in activations even with its 300,000 per day number reported last month.
A fourth metric, based on ad impressions cited by third party ad networks, assigned Apple's iOS and Google's Android a tied position at 37 percent of all smartphones last month. In that report, by Millennial Media, segregates "connected devices" into its own market segment apart from smartphones and simpler feature phones. Apple iOS makes up a large percentage of these "connected devices," which include the iPod touch and iPad.