Over the last three months, 43% of the people in the U.S. that bought smartphones bought iPhones. Android is still beating Apple with 48% share, but the bad news for Android is that its marketshare growth is dead in the water.
As you can see in the chart on the right, Android market share has gone flat. Apple is now the one stealing share from incumbents, not Android.
How did this happen? Apple is now on Verizon and Sprint, which means more people can buy the iPhone. Also, Apple offered the 3GS for free with a contract, and the iPhone 4 for just $100.