Pay careful attention to Android vs. iPhone numbers

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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.]

27 Comments

  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. 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.

  3. It is absolutely hilarious to see the “statistics” being used. Aside from the “date picking” MDN rightly points out, there even further glaring problems with the comparisons:

    – iPhone vs Android? Surely these “analysts” understand that one is a piece of computer hardware and the other is an operating system. They should be comparing iOS to Android. Otherwise please tell us which Android based phone has outsold the Apple iPhone?

    – secondly, why are they looking at percentage of market share between one period and the next? Unless the total number of phones in the marketplace has remained static, then market share means zip. What would be more interesting is how many total devices each manufacturer sold (and is being used in the marketplace) and how many are being sold day to day.

    But let’s not get in the way of the deluded.. after all, who gives a f**k if the Google sheep think they are winning?

  4. All the Droid users I know are Apple Haters and they say too that they hate AT&T.
    I have had AT&T since I have had a mobile phone and I have no gripes at all.
    One guy I work with likes to over clock his Droid phone and I don’t care if he ruins it. He likes to tell me how it is as good as my iPhone 4 or better.
    I just look at him and say nothing, thinking of what a turd he is.

  5. @ George –
    “Surely these “analysts” understand that one is a piece of computer hardware and the other is an operating system”

    I sympathize with your pov but in terms of smartphones, iPhone is synonymous with iOS so it does not matter.

    As for cherry-picking the dates, it appears this survey runs every 3 months. So that is a silly, specious criticism. Nothing they can do about Apple’s release dates. A fresh view will come out in October – just a few weeks away.

    However, they miss a simple fact. Whenever a new product enters a market it by definition takes some market share. And since total share is always 100%, they must take share from existing players. It seems that Android share has come more or less proportionately from all the other significant players. Well – this is to be expected. The big question is how much longer will Android growth continue? That is a matter of speculation.

  6. Can anyone point to figures for the net profit per device?

    How much profit is Apple making versus Google, Rim, HTC, etc per device sold. Android may be growing in device count, but what is the profit stream. Not theoretical profit based on expected ad revs.

  7. Elmer failed to take one critical factor into account when he said:

    “Android phones are selling like gangbusters and most experts agree that their market share will eventually overtake Apple’s.”

    That factors i the ‘OMG Android SUCKS!’ effect form users within the market which will be proliferated by Word-Of-Mouth.

    This is exactly what I’ve seen from my brother with his Motorola Droid. I, the Apple user, had to fix his dullard Droid for him. He, like other Android victims, is telling his friends who are telling their friends and you know what’s gonna happen:

    You want a cheap knockoff wannabe smartphone? You get an Android phone and suffer with it. (Remind you of anything? Windows).

    You want the BEST smartphone you get the iPhone. Fini.

    But be kind and don’t wave your insanely-great iPhone in your suffering friends’ faces. Be kind and humble and offer to help them sort out their Android FAILure problems for them, like I did. They’ll get the message.
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  8. If we are comparing all Android OS devices sold in America against the iPhones sold in America to show Android ‘Destroying’ iPhone, lets include all the other iOS devices, not just the iPhone.

    Lets add iPad, iPod touch and Apple TV to the iOS numbers. Seems like iOS is destroying Android big time to me.

  9. Google has become the great dirty tricks practitioner, taking over from Microsoft.

    This is all about the raw numbers, even when they are hollow… so Google stuffs their awful appstore with free, junk and porn apps and boasts an “impressive” 100,000 apps… not so impressive if you try to find some of the great iPhone apps on the Android store – most of them are just not there.

    And they post inflated numbers of Android sales to give the false impression they are steamrollering iPhone.

    The short term perception that they are here to stay and a force to be reckoned with, is short term gold for them. But in the long term the cracks will show just like it does with nearly every other half-baked Google beta-standard enterprise. In the end all they care about is selling more and more advertising, and the user experience will never match Apple’s.

    The comparative stock prices AAPLE/GOOG tell a story which is yet to make it to the front page.

  10. The Android manufacturers are seeing a temporary opening for their phones in which they know that Apple is still tied to an exclusive deal with AT&T and that Apple’s manufacturing capacity is still the limiting factor. In order not to miss this opportunity, Android phones were most sold on a ‘buy one, get one free’ basis. They know that they are on a short lease on life until Apple is finally freed from all constraints. Then it will be iPod-like momentum all the way for Apple.

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