The US telecoms are a study becuase the trends established in US are largely cascaded around globally. Android gets ahead of iPhone.Verizon-iPhone deal may to cut celebrations short. Applications rule!
In a recent report summarizing usages of mobiles and mobile Oss over a 3 month period (SON 2010), comScore has ranked Samsung as the top OEM and RIM as the top smartphone OS in US. Samsung ended up 0.9 percentage points from the three month period ending in August. LG ranked second with 20.9 percent share, followed by Motorola (17.0 percent), RIM (8.8 percent) and Nokia (7.2 percent).
After several months of strong growth, Google Android captured the #2 ranking among smartphone platforms in November with 26.0 percent of U.S. smartphone subscribers. Apple accounted for 25.0 percent of smartphone subscribers (up 0.8 percentage points), followed by Microsoft with 9.0 percent and Palm with 3.9 percent. However, Android’s happiness may be shortlived because of yesterday’s announcement about the Verizon-Apple tie up to sell the iPhone on the Verizon network 10th February 2011 onwards. Given that Apple’s 25% of the OS share is only its AT&T number, the Verizon tie-up would be significant in terms of a quantum increase in Apple’s numbers. It is very possible that the Verizon tie up and shipments may have Apple leap-frog both Android and RIM to be the number 1 OS in US. Given Android’s progression month on month the one loser here would be RIM who have steadily been loosing gas on market share.
67.1 percent of U.S. mobile subscribers used text messaging on their mobile device, up 0.5 percentage points versus the prior three month period, while browsers were used by 35.3 percent of U.S. mobile subscribers (up 0.8 percentage points). Subscribers who used downloaded applications comprised 33.4 percent of the mobile audience, representing an increase of 1.1 percentage points. Accessing of social networking sites or blogs increased 1.0 percentage points, representing 23.5 percent of mobile subscribers. Playing games attracted 22.6 percent of the mobile audience while listening to music attracted 15.0 percent.
The interesting thing to note in these figures is that App usage actually could actually be significantly higher in terms of games on the smartphone, social networking site/blog access and use of downloaded app. While comScore isn’t vocal about the app contribution to these numbers, I suspect that apps usage would be around 50% or more users.