Friday, May 3, 2013

March 2013 comScore: Google regains month-to-month growth.

comScore released their March 2013 US smart phone marketshare report.  In their 3-month comparison, Apple has gained significant ground on everyone else.  But if you look month-to-month, between February and March Google (+0.3%) actually regained ground on Apple (+0.1%).

Meanwhile, if you extrapolate for total number of subscribers, both Microsoft and Blackberry lost users between February and March.  The (sort of) good news for Blackberry is that they've dramatically slowed losses, while the bad news for Microsoft is that they've swung back to losing subscribers.

Top Smartphone Platforms

3 Month Avg. Ending Mar. 2013 vs. 3 Month Avg. Ending Dec. 2012

Total U.S. Smartphone Subscribers Age 13+

Source: comScore MobiLens
Share (%) of Smartphone Subscribers
Dec-12 Mar-13 Point Change
Total Smartphone Subscribers 100.0% 100.0% N/A
Google 53.4% 52.0% -1.4
Apple 36.3% 39.0% 2.7
BlackBerry 6.4% 5.2% -1.2
Microsoft 2.9% 3.0% 0.1


Over the past 12 months, Microsoft hasn't really budged from its fourth-place position, while Blackberry, following a steep decline, seems headed towards stabilization and possible turnaround -- something I mentioned a few months back:
"I think RIM has set itself up to regain market share with a smart UI, but it has also complicated its future by a series of bad decisions and by not moving fast enough to keep up."
I still don't understand the love of a physical keyboard, but recent reports suggest that Blackberry fans were waiting for the Q10 keyboard model to come out, as opposed to the sleek Z10.

Over the life of comScore's tracking (since August 2010), you can see the more dramatic changes in the marketplace over the course of 2 1/2 years.


Google I|O is coming up shortly, we already know that there's a rash of new devices about to come out with new software over the next several months.  Meanwhile Apple's announced that no new phone will be out until late this year, and throughout 2014.  This seems like the setup for a renewed push for gains in market share for Android, while Apple might be on the way down.  I personally don't believe analysts who suggest that Apple will continue to grow the rest of the year, even though they won't have any new phone hardware.

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