Android is now on 3 out of 4 smartphones sold: Is Google securing a monopoly?

b4u

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chart in the link
http://www.itproportal.com/2012/11/...artphones-sold-is-google-securing-a-monopoly/

The figures are in: In the third quarter of 2012, no less than 75 per cent of smartphones shipped ran Google’s Android operating system. This equates to 136 million Android handsets, almost doubling the 71 million Android smartphones from the same quarter last year. If we look at the entirety of 2012 to date, 68.2 per cent of smartphones sold are powered by Android, up from 49.2 per cent last year.

In 2008, manufacturers shipped 0.7 million Android devices; by the time 2012 draws to a close, there will be roughly 550 million Android devices in circulation, capturing 70 per cent of the smartphone market. While IDC is only measuring shipments, Android’s 136 million shipments in Q3 2012 correlates rather nicely with Google’s figure of 1.3 million device activations per day – so we can be fairly sure that these figures aren’t skewed by Android devices sitting on the shelves of retailers. Rounding out the rest of the smartphone market, Apple shipped 26.9 million iOS devices in Q3 2012 (up from 17.1 million in Q3 2011), and RIM, Symbian, and Windows Phone all wallowed around the few-million mark.

In short, Android is exploding in a monumental fashion – and unless Windows Phone surpasses all expectations (and then some), or Apple produces an iPhone 6 with a holographic display, it doesn’t seem like Android is done yet. If the trend continues, and the smartphone market continues to expand (which it will for the foreseeable future), then we could be looking at an Android market share of 90 per cent by the end of 2013. 90 per cent, just like Microsoft’s share of the desktop PC market. 90 per cent, a complete monopoly of the smartphone market.

What will happen when Google has a monopoly of the smartphone market? Well, Android and Windows are obviously very different beasts, but we can still try to draw some wisdom from Microsoft’s 20-year reign.

For a start, Google will have almost complete control of the direction of the smartphone market. If Google decides that HTML5 web apps are the way forward, making them a first-class citizen in future versions of Android, then other mobile operating systems will have no other option than to follow suit. Conversely, Google could decide to cease development of the stock Android browser – much like Microsoft did with IE4 – and push alternative technologies like Native Client or Dart, forcing other mobile operating systems to embrace Google’s tech.

And what about the other platforms? It seems like Apple is destined to occupy a tiny corner of the market – no doubt making fat profits, but losing control of the market and all-important mind share in the process. As we’ve discussed elsewhere, Microsoft really needs Windows Phone to succeed – but it will take a miracle to turn OEMs away from a proven OS like Android (and it’s free, unlike Windows Phone).

You may point to the fact that Android is open source, thus making such a monopoly rather toothless. This might be theoretically true, but in practice Google still holds all the keys. Yes, if Google goes off the rails, another company or group can take up the slack – but when you’re dealing with hundreds of millions of devices, and relationships with thousands of OEMs and mobile carriers, it isn’t like Google can just be pushed aside. Can you really see people giving up Google Android for Open Android, and losing access to hundreds of thousands of apps, their Google Drive, Gmail, and other assorted features?

Over the next few years, Google will develop unprecedented control of the fastest growing tech market in the world. Will Google use this power to gently steer and cajole the web and mobile computing markets towards green pastures, or will it cave like Microsoft and squeeze as much money as it can from Android?


reminiscent of Beta VS VHS and Mac VS PC...... complete domination.

3rd quarter market share:

Android 75%
iOS 14.9%
 

WoodPeckr

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The Market has spoken and Android is the ticket!.....:thumb:
 

splooge

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I love my Android, but I have to use my 4s to imessage or facetime all of my sweet young SPs... It seems that the girls favor apple products still. but, still waiting on my iphone as it's at the repair shop...
 

onthebottom

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Interesting thing is that Apples market share actually went up from Q32011 to Q32012.

Q3 is a bad quarter for Apple the last couple of years because they release their new phone at the end of the Quarter... Android is far less cyclical due to the many releases throughout the year.

One has to wonder if there is any room for a M$ phone of any substantial market share.

OTB
 

WoodPeckr

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Always the latest Apple spin by our senior resident Apple salesman.....as expected.....:biggrin1:

Perhaps now Apple stock will hit 1K, eh.....:eyebrows:
 

IM469

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Interesting thing is that Apples market share actually went up from Q32011 to Q32012. OTB
Not accurate. Sales of Apple increased by 25% but their market share is decreasing because the market is increasing at such a dramatic rate and as indicated above, they are only getting roughly a quarter of new sales world wide.

The Apple situation reminders me of the browser wars. Netscape was the undisputed champion in the early 90's. Windows introduced Explorer and through bundling and innovation started to gain an advantage over Netscape who under went management and ownership changes. I just went with the best browser but many Netscape users were fanatics that hated Explorer. The Netscape got bulkier, slower and technologically inferior yet a core of devoted owners hung on. By the end of the 90's Explorer crushed Netscape.

Now the wheel turns and Explorer is declining. Product loyalty will guaranty that you will most likely ended up with inferior products. When a bigger and better wave comes - jump !
 

goodguy1977

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Always the latest Apple spin by our senior resident Apple salesman.....as expected.....:biggrin1:

Perhaps now Apple stock will hit 1K, eh.....:eyebrows:
Apple's valuations looks much more attractive than Googles, and if you do some digging you will see Google does not make anything on Android. It is purely a defensive product to protect search.

Goodguy
 

IM469

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Apple's valuations looks much more attractive than Googles, and if you do some digging .........
I did. While Apple was attacking Android through Samsung, Google was quietly setting up it's own surprise defense....

Apple Suit vs. Google over Patent Rates Dismissed

Motorola (now owned by Google) has been seeking a license fee of 2.25 percent of the price of Apple devices that incorporate Wi-Fi or cellular technologies, including the iPhone and iPod Touch. Motorola (Google) holds patents that are essential to making the devices work. In the suit filed last year, Apple said the fee was too high.

Any home court advantage Apple had over Samsung is lost with Google. Apple has been royal dicks harassing manufacturers with a longer track record than they have in the communications field. So Google quietly set the trap and while Apple tries to extort additional fees for frivolous design features, Google wrapped a noose around Apples nuts on must have licensed technology. LOL - looks good on them.

Google's move to give out free licensing on Android has now put them in the game that dominates 70% of the market. They have instant access for their software, entertainment and now hardware to a global market. These guys aren't dummies.

Read more: http://techland.time.com/2012/11/06/apple-suit-vs-google-over-patent-rates-dismissed/#ixzz2BT49ehwC
 

onthebottom

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Not accurate. Sales of Apple increased by 25% but their market share is decreasing because the market is increasing at such a dramatic rate and as indicated above, they are only getting roughly a quarter of new sales world wide.
Actually I think it is true, from b4u source (which I would have thought you would have read before making the above assertion:



iOS marketshare went from 13.8% in Q3 2011 to 14.9% in Q3 2012.... to me that's a 1.1% increase.

You are correct in that the world wide market is growing very quickly, you'll notice handset shipments for Apple up 57.3% YoY

In conclusion, Apple is growing share in a very quickly expanding market. Android and Apple are taking share from RIM and Symbian.

OTB
 

djk

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Apple's valuations looks much more attractive than Googles, and if you do some digging you will see Google does not make anything on Android. It is purely a defensive product to protect search.

Goodguy
And to funnel even more personal information into their advertising platform.
 

djk

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Actually I think it is true, from b4u source (which I would have thought you would have read before making the above assertion:



iOS marketshare went from 13.8% in Q3 2011 to 14.9% in Q3 2012.... to me that's a 1.1% increase.

You are correct in that the world wide market is growing very quickly, you'll notice handset shipments for Apple up 57.3% YoY

In conclusion, Apple is growing share in a very quickly expanding market. Android and Apple are taking share from RIM and Symbian.

OTB
What's more interesting is the share of profit Apple is taking. From what I've read its in the ballpark of 75% of the complete mobile industry.

15% market share but 75% of the profits? What a beautiful problem to have.
 

onthebottom

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Apple's valuations looks much more attractive than Googles, and if you do some digging you will see Google does not make anything on Android. It is purely a defensive product to protect search.

Goodguy
One fascinating fact (if a bit inconvenient) is that Google makes more from iOS than Android.

OTB
 

onthebottom

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djk

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onthebottom

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Yup. The real battle is Apple vs Samsung.

HTC, LG, ZTE, Motorola and all the other Android OEMs are being decimated.
One has to wonder where M$ will take their share (if they are able to build any), looks to me like the middle-low end might be the target:

AT&T's Nokia Windows phone prices to undercut rivals

SAN FRANCISCO (Reuters) - AT&T set a $50 starting price for Nokia's latest Windows smartphones, on which the struggling Finnish phone maker is pinning its hopes for a turnaround.

The No. 2 U.S. mobile provider said on Tuesday that it will sell the Nokia Lumia 820 for $49.99 and the flagship Lumia 920 phone for $99.99 compared with its $199.99 pricing for the HTC Corp Windows Phone 8X device.

Nokia, which has lost out hugely to Apple Inc and Samsung Electronics Co in recent years, is hinging its entire future on Microsoft's mobile software. HTC mostly sells phones based on Google Inc's Android software but is hoping to diversify with Windows Phone 8.

The three devices are key for Microsoft which is banking on its Windows Phone 8 software to challenge Apple's iPhone and Android phones from vendors like Samsung.

The low Nokia price shows that volumes are more important to the company than profits as it is hoping to re-build a U.S. customer base, Current Analysis analyst Avi Greengart said.

And with such aggressive pricing, the only reason these phones could fail to sell well is if consumers decide they are not interested in the Microsoft software, Greengart said.

"It's almost a referendum on Microsoft's operating system," said the analyst.

AT&T is also offering a free wireless charging plate with the purchase of the Lumia 920, which is worth about $80 according to an estimate from Greengart, who used previous wireless chargers as a benchmark.

"This is a valuable accessory that AT&T and Nokia are throwing in the box for free," Greengart said. "I would think this will make it more difficult for HTC because they have a product with a smaller display and less unique features."

The prices are for customers who sign a two-year wireless contract with AT&T. The phones, which are available beginning November 9, can be pre-ordered starting Wednesday.
 

IM469

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Yup. The real battle is Apple vs Samsung.

HTC, LG, ZTE, Motorola and all the other Android OEMs are being decimated.
Not true. (IMHO) Certainly Apple is slowing down and Android with 91% growth and 75% market share looks good but the smart phone market is only finding it's legs and as lot can happen. Windows 8 could have an impact with Nokia, HTC, Samsung & LG are all readying products. RIM is a good example how fickle the market is: Rim in 1999 capitalized ~ $100 million rocket to 42 Billion by 2009. Product loyalty was high. All the executives stated BB was the corporate phone. The lack of innovation + some arrogance and in just 3 years they are in free-fall.

Apple has loyalty (some cases fanatical) but they have stalled, their iO/S has lost innovation and even with the tablet market - they are now for the first time loosing customer loyalty. Out of 6 friends I know that had iPhones, 4 (including me) has switched to Android devices and the CEO - a solid BB supporter has just ordered a Samsung Galaxy S 3.

Apple shares the same disadvantage as RIM - they have a proprietary O/S. Windows & Android are open to manufacturers which I think will by the simple numbers of product offerings - dominate the market. Apple will be a niche third place market and I figure RIM will be bought out for the patents, particularly if these insane patent warts keep up.
 

goodguy1977

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One fascinating fact (if a bit inconvenient) is that Google makes more from iOS than Android.

OTB
Exactly, thus Android market share is really not a factor. Espcially with Google's miss. It's also interesting to see Google working with LG with the new Nexus product. (Squeezing for part of the revenue?)

Goodguy
 

onthebottom

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Not true. (IMHO) Certainly Apple is slowing down and Android with 91% growth and 75% market share looks good but the smart phone market is only finding it's legs and as lot can happen. Windows 8 could have an impact with Nokia, HTC, Samsung & LG are all readying products. RIM is a good example how fickle the market is: Rim in 1999 capitalized ~ $100 million rocket to 42 Billion by 2009. Product loyalty was high. All the executives stated BB was the corporate phone. The lack of innovation + some arrogance and in just 3 years they are in free-fall.

Apple has loyalty (some cases fanatical) but they have stalled, their iO/S has lost innovation and even with the tablet market - they are now for the first time loosing customer loyalty. Out of 6 friends I know that had iPhones, 4 (including me) has switched to Android devices and the CEO - a solid BB supporter has just ordered a Samsung Galaxy S 3.

Apple shares the same disadvantage as RIM - they have a proprietary O/S. Windows & Android are open to manufacturers which I think will by the simple numbers of product offerings - dominate the market. Apple will be a niche third place market and I figure RIM will be bought out for the patents, particularly if these insane patent warts keep up.
Actually look at post #9 and tell me how Apple is "slowing down"

The rest is just a silly comparison to yet another poorly run Canadian company...
 

djk

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Apple shares the same disadvantage as RIM - they have a proprietary O/S. Windows & Android are open to manufacturers
I think you have do not know what proprietary and open mean regards to software.

http://en.wikipedia.org/wiki/Proprietary_software

Proprietary software or closed source software is computer software licensed under exclusive legal right of the copyright holder.[1] The licensee is given the right to use the software under certain conditions, while restricted from other uses, such as modification, further distribution, or reverse engineering.
Both iOS and Windows are closed proprietary software. Windows and Android have a licensing policy of their software to hardware partners. Android itself is open but Google restricts access to certain things (ex. access to the Google Play store) unless hardware partners agree to certain terms set by Google.
 

basketcase

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Actually I think it is true, from b4u source (which I would have thought you would have read before making the above assertion:
...
Really? That 1% increase is your argument. Fine. Apple gained 1.1% market share to a whopping 15% during the same period Android gained 17.5% to 75%. That make you happy?
 
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