Android growth lags: Verizon focusing on the iPhone

Android growth lags: Verizon focusing on the iPhone

Kaufman Bros analyst Shaw Wu doesn’t think the new Blackberrys or Android phones will make much of a “material impact” on Verizon’s network in the upcoming months. According to the researcher, Android adoption has seemed to stagnate on the Verizon network despite the availability of several high profile devices. According to Wu and Electronista, Verizon has placed such high-hopes in the iPhone that they’ve begun lobbying Apple for a pseudo-exclusivity deal that would prevent the iPhone from spreading to other carriers beyond AT&T and Verizon.

That says a lot about Verizon’s expectations on the upcoming market-share battle once the iPhone makes its way to the carrier. Say what you want about the iPhone and Android battle, Verizon sees the iPhone as a big opportunity for their network.

Recent studies by comScore have shown that Android’s growth in the US, while still significant, might be slowly declining. comScore’s study also shows that growth rates from July through to October saw the growth rate fall from a 6.5% increase to a 2.1% increase in sales.

Android might be here to stay, but once the iPhone makes its way to Verizon, we may begin to see some answers regarding why Google’s platform has been successful. Was it the lack of iPhones on the CDMA network, like some have suggested, or is Android just that good of a phone?

What are your thoughts? Do you see market share shifting once the iPhone is available on the Verizon network?

Article Via Electronista
Photo Credit: Jonsuh

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About Joshua Schnell

Man, Myth, and Legend, Joshua is the Editor-In-Chief, and founder of Macgasm. He produces two podcasts, Macgasm TV, and The AppOrchard, and can be heard on CBC Radio once every couple of years.

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Their might be lag because the last few phones all have the same features and all have one core. In a few weeks/month the 1st set of dual core android phones will come out with already released android 2.3 and maybe soon to come 3.0, like the LG star with dualcore A9 1ghz chips with Nvidia’s Tegra 2 chips and will be able to record in 1080p and output via hdmi in 1080p, 8mp cameras and front facing camera.
Once the dual core come their will more growth towards Android compared to competition.

Verzion is gearing themselves for a big year coming up. The android mecha was suppose to come out last month. Instead it got pushed to janurary. So now the iphone n mecha (incredible hd) will battle it out. Also android dual core processors coming out next year.

It's going to be interesting to see how the new Android Phones and new iPhone battle it out in the upcoming year.

@Joshua...I guess you avoided answering my question about the Blackberry Storm 3 because you know as well as I do that if RIM decide to make major improvements with the storm that would rival your phone it could spell trouble. So I understand, you being a iPhone guy, the last thing you want is for RIM to step up there game with the storm.

Well, if you're comfortable comparing a brand new RIM phone to an iPhone that's a year old, then you're right, but that's not the case, is it?

I didn't skirt your question. I only have so much time I can dedicate to comments.

Certainly not to you. Apple lemmings all they know how to do is being spoon fed crap and walk over the cliff.

Way to misread the data!! According to the Comscores compared in the linked article, Between June and September, Android experienced a 6.5% increase in marketshare, indicating a 2.17% average increase in marketshare per month. Between July and October, Android experienced an identical 6.5% increase in marketshare, showing the average marketshare growth per month remained 2.17%.

To verify this, if we look at the average marketshares ending in September (21.4%) and October (23.5%), we have a point difference of 2.1%. The linked article takes this 2.1% and multiplies it by 3 to get an effective (but imaginary) growth rate of 6.3%, and uses this number to indicate that marketshare growth has decreased by 0.2% from the stated 6.5%. This difference can possibly be explained by rounding error however since we're only accurate to 1/10 of a percent.

One the other hand, if you look at the iOS numbers over the 4 months expressed in these Comscores (June 24.3%, October 24.6%) you see a marketshare growth of 0.3% between June and October. During the same time frame, Android showed a marketshare growth of 8.6% (June 14.9%, October 23.5%).

All this said, I imagine there is some pent up demand for the iPhone on Verizon, but my guess is that it is MUCH less than it would have been if Apple launched a Verizon iPhone before Android took hold. Things are not as rosy for Apple as this article makes it appear. Growth is pretty much flat, and Apple needs other carriers to change this.

I may have been a bit too wordy.

Your numbers are wrong. The linked article does not say marketshare growth fell from 6.5% to 2.1%. You're comparing a 3 month number (6.5% increase for July to October) to a single month number (2.1% increase for September to October).

The linked article extrapolates that 2.1% figure into a trend, multiplies the October figure by 3, and says it fell from 6.5% to 6.3%. A one month drop from a 2.17% average to 2.1% is not enough information to make any prediction about "Android growth lagging", especially when you take rounding error into account. The decrease could be in the range of hundredths of a percent.

FTA: "Google's mobile OS climbed to 23.5 percent in October, or 6.5 percent more than July, but a more modest 2.1 percent over the past month. If sustained through the rest of 2010, it would still be a high rate of growth but would still represent a rare dip in Android's pace at 6.3 percent."

If Android sales growth is lagging, then the iPhone sales must be putting back to a halt by comparison over the past few months? I wonder why you wouldn't mention that ?

Besides, since when did Android sales growth is slowing ? Just because you picked up from another site called Electronista like you're a tape recorder? Don't ask your reader to show you the figures, as an editor you're the one who's supposed to do all the home work.

Now for your education (if you don't feel ashamed to be educated by your reader):

Apr-10 Jul-10 Point Change
Google 12.0% 17.0% 5.0

May-10 Aug-10 Point Change
Google 13.0% 19.6% 6.6

Jun-10 Sep-10 Point Change
Google 14.9% 21.4% 6.5

Jul-10 Oct-10 Point Change
Google 17.0% 23.5% 6.5

I don't see the sales rate has slowing in Oct-10, in fact, the AugSep growth was 21.4-19.6= 1.8% , but Sep Oct grwoth was 23.5-21.4 = 2.1%, which is an increase over the September.

If you can't get the math right, I can show you how to do it. But if your brain logic is messed up by Steve Jobs, this is something I can't help you with.

android is far superior to the iphone. lets hope for verizon to get exclusivity so that apple can be buried again by it's own closed mindedness the same way microsoft took then down the first time.

I think the fact that you wrote "android is far superior to the iphone." shows who the closed-minded one is.

Neither platform is head-and-shoulders above the other. One may have some strengths over the other in certain areas but to say that one is 'far superior' over the other is complete nonsense and reeks of phanboy stench.

You can always tell an apple fanboi blog when you read it, atleast this one had the decency to admit it in his about the author section. Kudos on that part man.

The author is missing the success that Android is having worldwide like Europe, China, Australia, Latin America etc... where there is no issue of multiple carriers for the iPhone. And the Android phones are royally kicking its behind. So maybe the author would like to explain how is it possible for Android to be beating the crap out of the iPhone in places where both are in multiple carriers... certainly I for one would love to hear his explanation.

If you can get me some links with hard evidence, I'll gladly entertain the thought, and provide my opinion.

One more thing, I'm in Canada where the iPhone is on multiple carriers. It's pretty easy to see the difference in market share while hanging out at a mall for an hour, or a Starbucks, or a hockey game.

Joshua...Do you think that if the Blackberry Storm 3 comes out with much improved specs equal to that of the iPhone and Android that it may be the phone that comes out on top?

You're absolutely right!

@Joshua: http://techcrunch.com/2010/07/18/android-china/
...this is enough if one is looking at the absolute numbers.

And by the way it cast a damning light on you if you're trying to put the burden of proof on your readers' shoulders.

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