A lot has been said lately about the iPhone’s demise, and thanks to global smartphone marketshare numbers, you’d think the Apple-hating Negative Nancys are right. But then if you look at the U.S. marketshare numbers, it’s a completely different story.
Benedict Evans created the chart above based on AT&T and Verizon’s recent sales figures. It’s pretty clear that the iPhone has been the only smartphone that is actually increasing sales for the networks, while Android buyers are probably people who just go into the shop and buy whatever looks good.
Evans notes that there is no seasonality with Android sales like with the iPhone, and there seems to be a disconnect between Android and iPhone purchasing. Notice that when iPhone sales go up, Android sales don’t really go down at all.
“The implication is that there is an ongoing base of sales that goes to Android, and to some extent iPhone as well, that totally ignores product launches, and just buys a phone. Then, there’s a base of people who wait to buy the new iPhone (and of course come off their 24m contact in another launch quarter, eager to buy). And this latter base is getting bigger every year, and indeed driving all of the growth. “
Do you think the recent announcement of the HTC One and Samsung Galaxy S4 will be enough to make Android buyers more seasonal? Let us hear your thoughts in the comments.