Apple Looks Solid to the Core

So, the big story yesterday was how Google's (Nasdaq: GOOG  ) Android operating system is gaining ground by leaps and bounds. It's thumping Apple (Nasdaq: AAPL  ) , and making the iPhone "eat its dust," huh? Well, if you believe that story, then look again.

Sure, according to NPD Research, the Android operating system leapt to second place in U.S. consumer mindshare. Just three months ago, Android and iPhone were neck-and-neck, with 20% and 21% U.S. market share, respectively, but times have changed. As Motorola made its big Droid push through Verizon (NYSE: VZ  ) , Q1 2010 saw the purveyors of Google clones grab up 28% of all consumer smartphone sales in the U.S. But, the emphasis on "in the U.S."

Now, let's see how things are shaping up globally, from data provided by market researcher IDC:





































Sure, Apple's iPhone market share flatlined here in the States. But the chart above reveals that its global push for iPhone hegemony is paying off, big time.

Far from taking the world by storm, around the globe we find non-Apple, non-Research In Motion (Nasdaq: RIMM  ) , non-Nokia (NYSE: NOK  ) operating systems on the wane. In fact, if you lump HTC, Motorola (NYSE: MOT  ) , and "Others" all together in a, er, lump, "everybody else" managed to lose three whole points of market share over the past year. Meanwhile, Nokia's holding firm, RIM is starting to weaken. And big ol' Apple just keeps getting bigger.

Take the Foolish Rorschach test. Do you see something different in today's chart? Tell us about it below.

Fool contributor Rich Smith owns shares of Google. Rich is not a licensed economist, but he plays one on the Web. Check out his latest stock recommendations on Motley Fool CAPS. Nokia is a Motley Fool Inside Value selection. Google is a Motley Fool Rule Breakers pick. Apple is a Motley Fool Stock Advisor recommendation. The Motley Fool has a disclosure policy.


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  • Report this Comment On May 12, 2010, at 10:08 AM, Fra1414 wrote:

    The comparison was between Android systems and the iPhone. Android runs mainly on HTC and Motorola, both of which gained. If you lump them with "others" which significantly lost market share (among which are likely Windows CE phones), that's a useless comparison. Instead, you should've focused on how much more the iPhone gained compared to the gains of Motorola + HTC.

    It still seems like a significant difference, but you were supposed to compare apples to apples!

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