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The world just keeps getting smarter. Even as overall mobile phone sales fell 8.6% from last year's first quarter, smartphone sales surged 12.7%, researcher Gartner reports.
Data shows that while Apple (Nasdaq: AAPL ) was the fastest smartphone grower, Research In Motion (Nasdaq: RIMM ) devoured the most market share, expanding to 19.9% from 13.3%. The iPhone, meanwhile, accounted for 10.8% of the global smartphone market, up from 5.3% last year.
Among the losers, Motorola (NYSE: MOT ) bled four percentage points to end at 6.2% of the worldwide mobile phone market. Nokia (NYSE: NOK ) didn't fare much better, down 2.9 percentage points year over year. In smartphones, the Finnish phenom still holds a big lead, with 41.2% of the market -- but that was down from 45.1% a year ago.
Should Nokia be worried? I'm honestly a little more concerned about Apple. The iPhone continues to grow massively, but with new competition from Palm's (Nasdaq: PALM ) Pre and the BlackBerry's extremely impressive showing, further gains by Apple are anything but assured. Not without further innovation, anyway.
But innovation is on the way. Apple's annual Worldwide Developer Conference runs from June 8-12, and the new iPhone operating system -- version 3.0 -- should ship shortly thereafter. Promised improvements include cut-and-paste manipulation of text, and universal search. Both features should entice iFans who've been waiting for the upgrade.
Just don't expect the improvements to be enough to lure in CrackBerry addicts. History says they won't switch. Apple introduced a 3G version of the iPhone last July, yet RIM still managed to sell more than 23 million handsets during 2008, increasing its revenue by a whopping 84%.
A smarter world offers a huge opportunity to the best-positioned smartphone vendors. Apple is gaining from the shift more than most, but so far, Research In Motion is gaining most of all.
Brrrrring! It's related Foolishness calling: