Pay careful attention to Android vs. iPhone numbers

InvisibleSHIELD.  Scratch Proof your iPhone 4!“The U.S. smartphone market grew 11% in the period covered by [recent comScore] data,” Philip Elmer-DeWitt reports for Fortune. “So although comScore has Apple’s market share dropping 1.8 points from pie 1 to pie 2, its sales were accelerating. Of the smartphone operating systems covered in the data, only Microsoft’s actually shrank.”

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“But the bigger problem [are] the dates [comScore’s data covers],” Elmer-DeWitt reports. “The iPhone 4 was launched in the U.S. June 24 and promptly sold out. Sales been limited by short supplies ever since.”

Elmer-DeWitt reports, “But more important, for most of the three months covered by the data in the second chart, the iPhone 4 wasn’t available for sale at all. And in fact, sales of the iPhone 4’s predecessors were almost certainly suppressed for all of May and most of June thanks to Gizmodo, which published photos of the new iPhone in mid-April. Who wants to buy the old phone when you know a new one (and price cuts on the old) are just around the corner?”

Full article, with chart and more info, here.

MacDailyNews Take: Pay careful attention to all of these “Android is beating Apple iPhone” reports and you’ll find that the “studies” on which they are based have chosen their dates and what they cover very carefully in order to favor Android. Yes, Android is growing rapidly. In the initial quarters after launch, that’s what happens. The same thing happened with iPhone, too.

Measuring Apple iPhone sales at their low point (everybody knows a new one is coming around June), with a massive new model leak saturating even the non-tech media, limiting to one country (in which Apple has an long-running and hopefully soon-to-end single carrier exclusive), and even excluding entire market segments in which Apple’s iPhone has a rapidly-growing presence in order to make Android phones look more successful than iPhone would be laughable if so many saps didn’t swallow it hook, line, and sinker.

Why is this happening? The answer, as usual, likely has much to do with who stands to benefit most from the disinformation.

Statistics are like bikinis. What they reveal is suggestive, but what they conceal is vital. – Aaron Levenstein

[Thanks to MacDailyNews Reader “iWill” for the heads up.]


  1. When I see that 31.6% of the smart phones in France are iPhones where there are no locked phones are iPhones, that gives me a better feel of where the iPhone will go in an open carrier situation. It would be even higher in the USA. (Some French don’t like Americans and their stuff.)

    Why would anyone that could get an iPhone on the same carrier at the same monthly price buy an Android. Ask AT&T what their iPhone vs. Android sales are?

  2. Don’t forget that when (c’mon, y’know it’s gonna happen) Verizon gets the iPhone it’ll still take a couple years for the suckers with Androids to be eligible for a new phone. Then you’ll really see the numbers change.

  3. Even the sales number don’t tell the whole story. Apple make a lot more money from these phones than any other manufacturer. Most of the others need volume sales to make a profit. The smartphone market has provided some parity since the carriers are willing to subsidize more for those phones.

    iPhones are still on back-order in the States. 3 weeks delivery from the Apple online store for a product that has been out for 3 months.

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