NPD: Excluding corporate sales and using only 7 days of iPhone 4 sales, Android ‘leads’ in U.S.

MacDailyNews Note: The following information is from “Mobile Phone Track” – NPD’s consumer tracking of U.S. consumers, aged 18 and older, who reported purchasing a mobile phone. NPD does not track corporate/enterprise mobile phone purchases. It covers calendar second quarter 2010 unit sales. Apple’s iPhone 4 launched on June 24th, seven days prior to the end of the quarter covered by NPD’s report.

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For the first time since the fourth quarter (Q4) of 2007, RIM fell to second position, as Android took the lead among operating systems in handsets sold to U.S. consumers. NPD’s latest wireless market research reveals that Android accounted for 33 percent of all smartphones purchased in Q2, ahead of RIM (28 percent) and Apple (22 percent).

“For the second consecutive quarter, Android handsets have shown strong but slowing sell-through market share gains among U.S. consumers,” said Ross Rubin, executive director of industry analysis for NPD, in the press release. “While the Google-developed OS took market share from RIM, Apple’s iOS saw a small gain this quarter on the strength of the iPhone 4 launch.”

Model selection and promotions continue to play a role in the race for carrier dominance. According to NPD’s Mobile Phone Track, Verizon Wireless has maintained its lead among top carriers for the last three quarters comprising a third (33 percent) of the units sold in the U.S. mobile phone market in Q2, followed by AT&T (25 percent), Sprint (12 percent), and T-Mobile (11 percent). In Q2 Verizon Wireless continued their buy-one-get-one (BOGO) offers on all smartphones, including both RIM and Android models.

In spite of an overall decline in the number of mobile phones purchased year over year, the ongoing popularity of both messaging phones and smartphones, which are generally more costly than standard feature phones, resulted in slightly higher prices for all mobile phones in Q2. The average selling price for all mobile phones reached $90, which is a 3 percent increase since Q2 last year. Smartphone unit prices, by comparison, averaged $143 in Q2 2010, which is a 9 percent decrease over the previous year.

Source: The NPD Group, Inc.

MacDailyNews Note: The information above is from “Mobile Phone Track” – NPD’s consumer tracking of U.S. consumers, aged 18 and older, who reported purchasing a mobile phone. NPD does not track corporate/enterprise mobile phone purchases. It covers calendar second quarter 2010 unit sales. Apple’s iPhone 4 launched on June 24th, seven days prior to the end of the quarter covered by NPD’s report.

MacDailyNews Take: This report will be highly publicized and misused by Apple’s competitors, Android boosters, and anti-Apple pundits. For Android backers, it is the very definition of “delusions of grandeur.”

Good luck in the future in finding a period where extended and extensive leaks of a next-gen iPhone model can be used – excluding corporate sales, of course (please note: AT&T exec: 4 out of 10 of our iPhone sales are to business – May 27, 2010) – to make Android look more successful than Apple’s iPhone in a single carrier-exclusive market.

If we concocted a “report” that excluded the business market to show Apple’s Mac as #1… well, you can imagine. But, we have standards.

So, chances are high that the next iPhone model will not be leaked near the beginning of the quarter preceding its launch, nor it is likely that the iPhone will be exclusively tied to one carrier in the U.S. in any future quarter preceding a new iPhone model. In other words, enjoy your meaningless and heavily-manipulated “victory,” Droidheads. We all know, whether you’ll admit it or not, that you really want an iPhone, not a cobbled together, potential Apple IP-infringing wannabe with less than 1/3rd the apps (which are often of lesser quality), a meager third-party accessory market, no built-in iPod, no iTunes Store capability (music, movies, TV shows, podcasts, books, iTunes U, etc.), no FaceTime video calling ability, and a blurry and inaccurate touchscreen.


  1. Face it: Android will be more widely adopted than iOS. Doesn’t mean it’s better, but it’s going to happen, if it hasn’t already. How can it NOT have wider adoption? Apple is on only once carrier nationally and can’t keep up with demand; they screwed the pooch by not hooking up with Verizon when they had the chance. iOS will almost certainly remain the superior mobile OS, but not the most widely used. . . deal with it.

  2. Quick get a smart phone count before those iPhone 4’s have a full quarter to be counted. And run those questions past the people going into those Verizon stores to get a fully unbiased opinion.

    Oh, and print it out like it is real data about the iPhone killers. Also, look for the article and photos about the missing link. You know, Big Foot. I think he is the CEO at Microsoft.

  3. A better statistic would be bandwidth usage, ad hits, and apps sold, among other things. Maybe the third-party aftermarket in accessories, how many $$ were spent there? How about net profits for the phone builders? For the phone makers and the carriers…? Verizon is giving away everything it can on the front end, locking users in with stiff cancelation fees… all to build up Android’s perceived market share. Problem is, there is no consistency in Android hardware, and when given the chance, especially after using some of the really poor examples of smart phones out there running Android, many of these same people will happily switch to iPhone down the road… Original is better, and derivative imitator is always second best… that’s just the way it has always been.

  4. Again with the Verizon phone…! This is why the antennagate scandal blew up in the first place: people write whatever they want and those who read it take it as if it is true.

    Verizon (or any other carrier in US) CANNOT get the iPhone before 5-year contract expires. Bloggers are now all talking about the next iPhone being on other carriers, but unless iPhone 5 gets released in 2012, when the 5-year AT&T deal is set to expire, there will be NO end to exclusivity with the next iPhone.

    Another very popular blogger fantasy is that if Verizon had an iPhone now, the sales would be significantly higher. They would NOT. Research, surveys and studies have been done on this. The number of people who want an iPhone but NOT on AT&T is NEGLIGIBLE. Google it up. It’s out there, and it’s been consistent ever since the iPhone came out three years ago.

    Apple simply can’t make iPhones fast enough. They are still selling every one they make, even though they are all on AT&T. Right now, the limitation is NOT AT&T. It is the rate at which iPhones are being churned out from FoxConn.

  5. @Grigori

    iPhones will outsell droids 10 to 1 in Europe. In a month tmobile will sell the iPhone in the USA. VZ churn is hurting. If apple can up supply, VZ will bleed to the point they will beg their friends in the senate to put pressure on apple.

    It may take 3 months for the picture to become clear, but it will happen. Enjoy your delusions.

  6. It’s ironic how the Apple/ATT exclusivity laid the groundwork for the smartphone explosion that allowed Android to flourish, yet Android flourishes because it is sold in spaces where the iPhone can’t compete due to the Apple/ATT exclusivity. Fsckin’ crazy, it is.

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