Another day, another new insight into the shifting and lucrative smartphone market. And no matter how you slice it, it's all good news for Google
This week, a Nielsen survey revealed that for all smartphones purchased in the first two quarters of 2010, those based on Google's Android operating system outsold Apple
Let's look at another survey, released yesterday by market researcher NPD Group. This one is headlined "Motorola
With that out of the way, the survey shows 33% of consumer purchases in the quarter were for Android devices, followed by Research In Motion's
NPD also says Verizon's
How Google wins
It's no surprise at all to see Android pass RIM and Apple in sales. It is, after all, part of the Open Handset Alliance and thus designed to be used by a large number of handset makers. The iPhone and BlackBerry operating systems run only on their respective devices. Still, the Android growth rate is exciting to witness, and it's accelerating daily.
On its conference call about three weeks ago, management reiterated it was seeing 160,000 devices were being activated daily, or about two every seconds. Yesterday, Google CEO Eric Schmidt told TechCrunch that number is up to 200,000 per day.
Google makes nothing, directly, on each Android device purchased. It's definitely thrilled to see the ecosystem growing, however, because it makes money on all the searches performed by mobile users (though hopefully not while driving). In fact, Schmidt is just as happy to see iPhone sales surging, he says, because that also drives more Google searches -- and thus more ad revenue for his company.
Following that logic, Schmidt is even pulling for the new BlackBerry Torch to be a smash hit. Introduced yesterday, the Torch's web browser is based on the same WebKit engine that powers the iPhone and Android-based devices -- and will drive even more mobile searches.
Yes, these days, any smartphone sale is a win for Google.
At his peak, Fool analyst Rex Moore averages two Google searches per second. He owns no companies mentioned in this article. Sprint Nextel is a Motley Fool Inside Value pick. Google is a Motley Fool Rule Breakers selection. Apple is a Motley Fool Stock Advisor recommendation. The Fool owns shares of Google. Try any of our Foolish newsletters today, free for 30 days. The Motley Fool has a disclosure policy.