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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 retrospooty on 9/28/2011 6:43:07 PM , Rating: 2
Dood, I am not anti-RIM, I just totally disagree with you on the direction they are headed. I haven't seen any positivity coming from them, just denial, They are lagging bad. I really dont want them to fail, I just see them failing. If they do not then it is better for all of us. Mmore phone options keeps things in check. It gives carriers more options for us, and less leverage to push us. It also makes the other manufacturers keep on thier toes with products and prices. Competition is good. If I have any distaste for RIM it is because they arent providing much competition and they should be

Now, if QNX changes that I am more than happy. I hope it does. Another good OS just gives us all more options nad forces the rest to raise thier games get it?

Serious question. I read somewhere that QNX wont work with RIM's current BES/push email service and that they will have to go EAS like everyone else when QNX comes to thier phones. Any truth to that?

RE: old trends, future trends
By Pirks on 9/29/2011 11:02:53 AM , Rating: 2
Can't say yes or no, I heard these rumors too but I doubt RIM will take such a risk.

On the other hand they took a big risk releasing Playbook too fast, with some functionality missing.

So, judging by their Playbook debut I think they may take another risk again and make their QNX phone kinda consumer-only with some enterprise stuff like everyone else has, maybe they will provide large 4.1" screen, full touch, no keyboard, and a sweet mini-Playbook like AKA WebOS like GUI... I heard these rumors too.

If you are right about enterprise dropping BES then it's likely their QNX phone will drop BES.

But the ever growing number or RIM subscribers proves you wrong, i.e. it proves enterprise is not yet dropping BES as you insist.

In this case they are likely to withhold QNX phone release until they make BES stuff working.

Alternatively they could just release QNX phone as fast as possible and add features like BES in updates later. I think this is the most likely scenario because this is what Apple and MS did. I'm pretty sure RIM will follow in their steps here.

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