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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: Anyone Check Out the New RIM BOLD?
By brybir on 9/28/2011 10:00:35 AM , Rating: 2
The current app system is in place because companies like Apple wanted a way to monetize the purchase of additional software on the phone and to control the quality and content that was on the phone. They wanted to make a "user experience" so to speak. At the time smart phones came out, it was a lot easier to do it that way because broad web standards and a lot of rich content ran only on Flash and a few other languages that were difficult to get running well on phones (and still are to some extent). With HTML 5 and other standards for rich web content, you will likely see a push toward this by some companies (like Facebook recently not publishing an iPad app because Apple wanted a share of the profits from it) and over time I think a web standard will win out. Hard to call though.

RE: Anyone Check Out the New RIM BOLD?
By NellyFromMA on 9/28/2011 11:09:25 AM , Rating: 2
IMO Html 5 bridges the gap quite a bit, but there is still something left to be desired here when compared to native apps. Not knocking the spec, I think its great. I just don't think its a total substitute. Then again, if there are enough unneccessary hurdles put in place for native-app development and distribution, surely its a matter of pros and cons... maybe the gap doesn't matter in that light. Hmm..

By boneflute on 9/28/2011 12:52:57 PM , Rating: 2
Imagine for a second that in the 90's everybody would have delivered their "content" to you (it was then still called "homepage") through a different application, instead of a browser.

You would have installed 10, maybe 100 of these apps and then soon run out of money or patience to install/maintain/run all of them. (But hey, they were 0.1 sec faster)

Not that some people wouldn't have liked it, I bet you M$ waited until 1997 for their explorer, just in case. Fortunately, we (the people :-)) decided otherwise. Now Apple is drooling. Screw them :-)

I just hope the same will happen to the mobile world.
And it seems it will. After all, not everybody wants to pay 5 bucks for every site they visit.

"Intel is investing heavily (think gazillions of dollars and bazillions of engineering man hours) in resources to create an Intel host controllers spec in order to speed time to market of the USB 3.0 technology." -- Intel blogger Nick Knupffer

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