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Larry Dignan, Andrew Nusca and Rachel King
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Data points stack up in favor of Android surge

By | August 4, 2010, 8:49am PDT

The NPD Group on Wednesday released its latest wireless data and the results look pretty good for the Android army.

NPD reported that Android handsets accounted for 33 percent of all smartphones purchased in the second quarter in the U.S. RIM accounted for 28 percent and Apple had 22 percent.

However, Android’s run may be slowing a bit. NPD analyst Ross Rubin said:

For the second consecutive quarter, Android handsets have shown strong but slowing sell-through market share gains among U.S. consumers. While the Google-developed OS took market share from RIM, Apple’s iOS saw a small gain this quarter on the strength of the iPhone 4 launch.

Indeed, RIM’s Torch BlackBerry and the iPhone 4 may slow Android a bit. However, Android devices keep coming. Motorola’s Droid and HTC’s Droids Incredible and Eris, Evo 4G and Hero are the top 5 Android devices. Toss in new Androids from Samsung and the army is just getting bigger. Simply put, Android devices can just flood the market relative to other operating systems—at least until Windows Phone 7, which has a bevy of handset makers lined up.

Earlier this week, Nielsen and Canalys highlighted significant Android momentum and there appears to be an installed base there too.

This chart from Nielsen tells the tale. RIM has the highest installed base, but the momentum resides with Android.

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Topics

NPD Group Inc., Research In Motion Ltd., Handset, Android, Cellular Phones, Wireless And Mobility, Consumer Electronics, Personal Technology, Larry Dignan

Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic.

Disclosure

Larry Dignan

Larry Dignan has nothing to disclose. He doesn’t hold investments in the technology companies he covers.

Biography

Larry Dignan

Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic. He was most recently Executive Editor of News and Blogs at ZDNet. Prior to that he was executive news editor at eWeek and news editor at Baseline. He also served as the East Coast news editor and finance editor at CNET News.com. Larry has covered the technology and financial services industry since 1995, publishing articles in WallStreetWeek.com, Inter@ctive Week, The New York Times, and Financial Planning magazine. He's a graduate of the Columbia School of Journalism and the University of Delaware.

For daily updates, follow Larry on Twitter.

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RE: Data points stack up in favor of Android surge
tomlin21-24319035676893835085146735905770 11th Oct
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Is the graph correct?
kahickey 4th Aug 2010
In the 6mo. graph, RIM says 33% and Android 27% - is that right?

Karen Hickey
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RE: Data points stack up in favor of Android surge
DannyO_0x98 4th Aug 2010
Interesting graph. Some will read the 6 month trend line as the clang of doom's bells for Apple. I read it as saying that others with credible and profitable high-functioning smart phones have arrived, and it's more than Apple who is selling phones as fast as they can make them. Bully!

The Android phone is interesting. Google's business model does not rely on os sales, and so, they give Android away. Manufacturers and carriers customize the os and apps to their hardware and everyone has a different phone, meaning they are competing on different user experiences, which allows for some to have higher profits per phone.

I mention because in a few months, we'll have WP7 phones, with which Microsoft is dictating a certain level of hardware and controlling the apps and interface. Manufacturers get to pay Microsoft for the privilege of being controlled. That's fine, and there are times when that deal makes sense, but here's what I'm thinking: with every manufacturer offering their WP7 phone, basically like the others' WP7 phone, competition will be on price. Uh oh.

My prediction, everyone will offer a WP7 in case it takes off, but the real push will be for selling the more profitable Android phones. Microsoft will be rowing a one-oared boat when it comes to promoting WP7.
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No discrepancy
Benjie Dog 4th Aug 2010
Karen Hickey wrote: "In the 6mo. graph, RIM says 33% and Android 27% - is that right?"

Since the numbers for Android are better over the past three months than over the past six months, it indicates a tremendous uptick in Android adoption in the past three months. The descrepancy between the the numbers is due to the non-linear growth of Android over the past six months.
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