Despite reports of over half of AT&T and Verizon's sales going to Apple's iPhone in the last quarter (or two), it hasn't affected market share overall. This seems to mean that the overwhelming majority of those sales were to existing iPhone owners. It also seems to point to the popularity of unlocked Android phones outside of carrier sales, aka Galaxy Nexus.
| Top Smartphone Platforms 3 Month Avg. Ending Mar. 2012 vs. 3 Month Avg. Ending Dec. 2011 Total U.S. Smartphone Subscribers Ages 13+ Source: comScore MobiLens (n=30,000 / est users = 106m) |
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| Share (%) of Smartphone Subscribers | |||
| Dec-11 | Mar-12 | Point Change | |
| Total Smartphone Subscribers | 100.0% | 100.0% | N/A |
| 47.3% | 51.0% | 3.7 | |
| Apple | 29.6% | 30.7% | 1.1 |
| RIM | 16.0% | 12.3% | -3.7 |
| Microsoft | 4.7% | 3.9% | -0.8 |
RIM continued to lose market share, while WP remained at 3.9% -- perhaps a bottom? Maybe those ads are making a difference, but they aren't taking much - if any - market share from Google or Apple.
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