Apple and Google Are Still Running Away With It

It's never a surprise anymore when a fresh report indicates how Google (Nasdaq: GOOG  ) and Apple (Nasdaq: AAPL  ) are cornering the smartphone market.

Microsoft (Nasdaq: MSFT  ) may be willing to invest billions in its fledgling Windows Phone mobile operating system and Research In Motion (Nasdaq: RIMM  ) is proving to be a tenacious pioneer with 80 million global BlackBerry accounts, but there's no denying that this country is all about Android and iOS.

Tech tracker comScore put out its latest read on the smartphone market yesterday. A lot can happen in three months when it comes to swings in this country's smartphone market share.

Operating System 

May Market Share

August Market Share










Windows Phone






Source: comScore. 

The meatiest takeaway here is that Android handsets and iPhones have gone from accounting for an impressive 82.8% of this country's smartphone subscribers in May to a freakishly impressive 86.9% in August.

Things can change, of course. Several hyped handsets running the upcoming Windows Phone 8 platform will hit the market later this month. RIM still has its corporate stronghold, and the eventual release of BB 10 could renew waning domestic interest in BlackBerry.

Symbian is toast. It's the mobile operating system that Nokia (NYSE: NOK  ) was championing before accepting Microsoft's billions to back Windows Phone. However, you never know if another disruptor is lurking in the wings.

Is it likely that Android and iOS will yield control of this booming market? No. Apple's iPhone 5 came out the month after comScore's study, so you know that Apple was gaining ground last month. Between Apple's iOS on the high end and Android as the open-source choice for the masses, there's not a lot of room for a third player. It's hard to secure developer support when you only watch over a sliver of a market, even though -- once again -- Microsoft hasn't shied away from cutting big checks to fall into favor.

Google and Apple keep running away with this market, and everybody else is running out of time.

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Rick Aristotle Munarriz has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Google, and Microsoft. Motley Fool newsletter services recommend Apple and Google. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Read/Post Comments (6) | Recommend This Article (4)

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  • Report this Comment On October 03, 2012, at 7:59 PM, H3D wrote:

    The iPhone 5 is far and away the best phone Apple have ever produced. Anyone who doubts is should go and try one themselves, rather believing posts staged by competitors marketing departments.

    And while you're at it, try out the 3D maps to explore Cities like Madrid, Rome, Barcelona, Milan, Lyon,... It's totally addictive.

    Boring phone? You've just been reading competitors advertisements disguised as posts. Just try it.

    It's taking massive concerted effort by Apple 's competitors to orchestrate the negative press. But at the end of the day, it's falling to bits for Google and Android.

    Face it, Google makes trice as much mobile income from iOS products, than from Android ones. And most of that income will be lost. After stealing so much Apple IP, Google cannot expect to be allowed to piggy back on Apple's success.

    Meanwhile Google have lost control of Android to Amazon and Samsung, Motorola is dead in the water.

    Samsung will soon follow Amazon in closing their own fork. They've got all the momentum. Google wont get a look in.

  • Report this Comment On October 04, 2012, at 11:37 AM, infektu wrote:

    that's great news only for the ceo's of apple or google (and even then, I would be more cautious)

    for dumb%uts like infothatsuseless aka jamesappl it is just an opportunity to vent his frustration with RIM;

    you should be confined to using an ipod phone until the end of time, and suffer in silence when everybody around has moved to bigger and better things (BB10 included :-) !)

  • Report this Comment On October 04, 2012, at 10:19 PM, chilero wrote:

    What a sad future it would be to be left with only 2 choices. The single phone from Apple that is falling behind or the highly fragmented, malware ridden, unstable Android phones.

    Those 2 options are not acceptable to me so hopefully there are enough people that can see the need for a strong 3rd ecosystem or even a fourth.

    The market is huge and still growing so it can certainly support more than 2.

  • Report this Comment On October 05, 2012, at 1:16 AM, lowmaple wrote:

    Please give up this foxconn nonsence. They build parts for almost everybody.

  • Report this Comment On October 05, 2012, at 2:54 AM, fitness14 wrote:

    I think the negative press Apple has received is due to the fact it is under the microscope (for good reason) and also how the internet is used by interested parties with something at stake to shift short term perceptions. I think it is encouraging as an AAPL shareholder because it shows the competition needs to resort to attempting to run down their competitors brand to gain an advantage. I was always taught to let your product/service speak for itself and don't bad mouth the competition (it only makes you look bad in the end).

    However on the upside for AAPL they have had an outstanding initial response to the iPhone 5, and any supply issues will eventually be worked out.

    The Ipad mini will at the very least defend its position as the leading tablet maker, and at the best create a new product category for Apple with unforseen utility for current Apple product owners. It can also serve as a trojan horse to get an Apple product into the homes of those that don't own an Apple product...which can lead to future Apple purchases.

    The Iphone is available in China, and I hope they stick to their guns and don't give in too much to China Mobile. Let China Mobile come to them as they see market their market share eroded since they don't offer a product people want. The telecom carriers that offer Apple will gain market share and Apple can grow their brand in China organically on their own terms. That is my hope.

    The short term threats to APPL are earnings misses due to production problems and investors taking profits, gearing up for the run up to 750-800.

    2 years and out are uncertain for AAPL margins and market share. We know how tech companies can change quickly and consumers tastes change as well. I think AAPL will of course eventually come down to earth and plug along like any huge household name. But with the increasing popularity of tablets, the possible growth of the mini tablet sector with applications unforeseen (maybe creating an almost second category separate from a regular tablet), their unified ecosystem, single model philosophy which avoids fragmentation...lowers production costs.....increases simplicity for app developers and consumers, as well as the remaining opportunities in developing markets, I would say that Apple has a greater than 50% chance of hitting 1000 a share in the next 2 years. Factor in also the possibility of a stock split, the attractiveness of the dividend, and of course the small possibility that they may continue to innovate and entice current customers to continue to upgrade.

    Short term downside is 600, mid term upside is 750-800.

  • Report this Comment On October 06, 2012, at 5:51 AM, bordereiver wrote:

    As an investor, I like both Google and Apple. They are my second and third largest stakes, and my first is my own company's stock where I get some special treatment. Many blogs sound like high school kids arguing. Yes I know we may love one or the other for our personal preference. My wife has gone with the Galaxy 3S, my son with that plus a Samsung Note and a samsung laptop. I am surrounded by the enemy. For consumers it is a great time for great new stuff? I as an investor I am going to make a lot of money on both, in fact I already have.

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