There are now more than 100 million smartphone owners in this country, and a growing number of them have pledged their temporary allegiance to either iOS or Android.
comScore is out with fresh market share data, and it's no surprise to see Apple (Nasdaq: AAPL ) and Google (Nasdaq: GOOG ) gaining ground at the expense of everyone else. It's their world, and Research In Motion (Nasdaq: RIMM ) , Microsoft (Nasdaq: MSFT ) , and Nokia (NYSE: NOK ) are just living in it.
First let's take a look at the data, which compares the three-month average market share ending in October of last year to the following three months ending in January of this year.
Google's Android is a beast. It actually gobbled up more market share than Apple despite the buzz late last year for the iPhone 4S. The trend is undeniable. As soon as this current quarter, more than half of the country's smartphones may be Android devices.
Apple is no slouch, especially considering that it generates the lion's share of the industry's profitability.
It gets downright ugly after that.
RIM continues to surrender market share, and it's not going to get better. BMO Capital analyst Tim Long slashed his price target on RIM -- from $15 to $12 -- after disappointing channel checks and concerns about the late introduction of RIM's BlackBerry 10 smartphones.
Microsoft may be surprising sinker the way it's shelling out big bucks for Nokia to shift from emphasizing Symbian to Microsoft's mobile platform. Then again, the bigger push of Nokia handsets fueled by Microsoft will come later this year. It may be "too little, too late" but it's hard to count out Mr. Softy and his billions.
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