“The latest data from comScore showed a few surprises: New smartphone users dropped to a very low level, below the trend line,” Horace Dediu reports for Asymco. “Slightly less than 300k new smartphone users abandoned their feature phones every week during the month. Compared with the 1.5 million per week in November, it’s quite a slowdown.”
“Penetration growth slowed as a result as well. Only 1.3 points of share were gained by smartphones,” Dediu reports. “It’s still likely that the penetration will reach 50% by the end of summer this year (as was predicted in 2010).”
“When looking at the picture above broken out by platforms, we see signs that the slowing in smartphone growth seems to be attributable to a slowing in Android adoption,” Dediu reports. “[This is] the first time when Android share dipped sequentially… [This] chart shows net user gains for the platforms.”
More info and the usual excellent charts and graphs in the full article – recommended – here.
MacDailyNews Take: See that yellow band there? It looks like Windows is already eating into Android a bit, which reminds us of what we wrote of Windows Phone back on October 27, 2011:
Windows Phone will be popular. Over time, it’ll eat the lunch of the increasingly fragmented, increasingly insecure, and increasingly costly Android (losing patent infringement lawsuits and dropping features/paying royalties to multiple IP owners will do that to you).
The not-iPhone world will begin to dump Android and move to Microsoft’s mobile OS offering because it will eventually cost less, work better, and come with far fewer legal issues. In the iPhone wannabe market, it’s already happening (Nokia, for example). We expect the same to happen in the iPad wannabe market, too. Google and Microsoft will long battle each other for the non-Apple markets and that’s a much better scenario for everyone than having a single ripoff artist flood the market with fragmented, insecure, beta-esque, mediocre-at-best products. Google’s attempt to be the next Microsoft is doomed.
This, of course, will also impact Google’s search business. Apple’s Siri will increasingly deliver info to users sans Google and Microsoft will, naturally, use Bing for their search. As we’ve said many times in the past: Google will rue the day they got greedy by deciding to try to work against Apple instead of with them.
The bottom line: We’d rather see a company trying unique ideas, even if – shockingly – it’s Microsoft, than the wholesale theft of Apple innovations that we’ve been seeing for over four years now. Don’t steal IP. Even worse, don’t steal IP and “claim to be innovators.” We have no problem with any companies that attempt to compete with Apple using their own unique ideas and strategies.
Nielsen: Apple’s U.S. iPhone market share surges as Android stalls – March 29, 2012
ABI: Apple iPhone tops smartphone market as Android suffers its first decline in share – January 27, 2012
Apple overtakes Samsung to take world’s largest smartphone vendor crown – January 27, 2012
These charts will make the Fandroids want to puke – January 26, 2012
AT&T sold 7.6 million iPhones and fewer than 1.8 million Android phones in Q411 – January 26, 2012
Apple’s iOS passes Google’s Android to take U.S. smartphone market share crown – January 25, 2012
Analyst: Verizon’s record iPhone sales signal waning demand for Google Android phones – January 24, 2012