Sunday, January 29, 2012

Apple Post-Quartum Thoughts | Monday Note

Excerpt from another cogent Jean-Louis Gassée Apple reality check

Rev 1.0 of the meme held no hope for Apple: Android will kill iOS just like Windows crushed the Mac. (We’ll deal with the Windows vs. Mac part in a moment.) But where’s the evidence Android is in any way ‘‘killing’’ the iPhone? It’s certainly not happening in the US: The iPhone Accounted for 80 Percent of AT&T Smartphone Sales Last Quarter; for Verizon the portion was closer to 70%. Apple sold 62 million iOS devices last quarter; reports of Apple’s imminent demise are greatly exaggerated. (The actual numbers might include some statistical double dipping due to activations, but that applies equally to all brands so the picture remains the same.)

In the meantime, an ABI Research study shows that Android is losing market share. As with all such research, we’ll keep the usual caveats in mind…and wait for the next study.

Apple Post-Quartum Thoughts | Monday Note

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