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Google is growing the fastest in the smart phone market, while RIM and Microsoft continue to bleed market share.  (Source: Nielsen)

  (Source: BGR)
Apple holds steady as it waits for launch of new iPhone

In a survey of "recent acquirers" of smartphones, market research firm Nielsen Mobile finds that Google, Inc. (GOOG) continues to eat everyone's lunch -- particularly Waterloo, Ontario-based Research In Motion, Ltd. (TSE:RIM) and Redmond, Washington-based Microsoft Corp. (MSFT).

In July, Nielsen placed the market share of Google's Android OS in the U.S. at 38 percent.  Three months later, for the period ending in August, Nielsen finds that Android has risen to 43 percent of all active U.S. smart phones, a gain of five points.  More importantly, among those who bought their phones in June, July, or August, Google had a formidable 56 percent market share.

Don Kellogg, Nielsen Director of Telecom Research & Insights, says this recent adopter figure is particularly important.  He 
comments [press release], "The preferences of these so-called "recent acquirers" are important as they are often a leading indicator of where the market is going."

If correct, the market appears to be going towards Google and away from RIM and Microsoft.  Overall RIM is clinging to an 18 percent market share while others (mostly Microsoft) hold a remaining 11 percent.  However, in the last three months only 9 percent of buyers chose BlackBerry handsets (RIM) and only 6 percent chose "other" (a Windows Phone) handset.

Apple, Inc. (
AAPL) held steady -- it had a 28 percent market share at present, and in the last three months precisely 28 percent of buyers, according to Nielsen, bought iPhones.  In other words Microsoft and RIM are either stagnate or slightly shrinking in unit sales, Apple is growing unit sales at the same rate as the overall growth of the smart phone market, while Google is growing faster than the overall market.

Nielsen cautions that Apple's apparent stagnation is likely more a side effect of lacking new hardware.  Writes Mr. Kellogg, "Every time Apple launches a new iPhone or makes it available on a new wireless carrier, there is an increase in their sales."

Apple is expected to 
drop its fifth generation iPhone model at a special event next Tuesday.

The study also reveals smart phone uptake 
continuing to rise.  Overall at the end of August, only 43 percent of U.S. phone customers had a smartphone.  In the last three months, though, smartphone purchases have risen to 56 percent of total purchases, as sales of feature phones continue to shrink.



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RE: old trends, future trends
By brybir on 9/28/2011 9:56:10 AM , Rating: 2
1. Lots of people chose not to buy Blackberry in the past few years, hence the massive dropoff in marketshare.

2. Why do I, or anyone, care what you would be "caught dead with?"

3. Rim being in the crapper is not "thats what you say" that is what reviewers say, the companies financials say, and what the stock market thinks of them. Thats about as close as you are going to come on a consensus that Rim is doing poorly right now.

4. I suppose we will see in a few months, but if the market is to believed, people are not excited or looking toward RIM as a bellweather phone/tech company as they once were. It takes a long time and incredible innovation to stand out among the crowd now. Once you lose the mindshare you are in trouble.


RE: old trends, future trends
By retrospooty on 9/28/2011 10:42:30 AM , Rating: 2
"It takes a long time and incredible innovation to stand out among the crowd now. Once you lose the mindshare you are in trouble"

Well said... Now that RIM's marketshare has dwindled, they cannot just come out with phones that "catch up" to what everyone else was doing 2-3 years ago and expect to gain it back. RIM's new stuff it decent, and at least comparable to some modern iPhone and Android models, but there is zero that makes them stand out. Just another phone 3 years too late to win anyone over.


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