If there was any doubt, the latest smartphone market share numbers from IDC make it crystal clear that it's a two-horse race. IT and developers should plan accordingly and ignore all talk of third platforms for the time being.
Together, Google (NASDAQ:GOOGL) Android and Apple (NASDAQ:AAPL) iOS made up 93.8% of all smartphone shipments in 2013, up from 87.7% in 2012. In the fourth quarter of last year, the two main platforms made up 95.7% of smartphone shipments, up from 91.2%. In other words, the two main platforms are getting more dominant, not less.
Most of the takeaway comes from BlackBerry (NYSE:BB) and from "other" platforms, such as Symbian. But the outlook also looks bleak for Microsoft's (NASDAQ:MSFT) Windows Phone. Absolute shipments nearly doubled from 17.5 million to 33.4 million between 2012 and 2013. That's nice. But the overall smartphone market is growing so fast, that only amounted to a slight gain in market share, from 2.4% to 3.3%.
No, market share does not equal installed base, which is what really matters for developers and IT departments trying to figure out which platforms to embrace and support. But the market share of the two leaders has been over 90% for nearly two years, and continues to grow. This growing duopoly means that third platforms will struggle mightily to build the kind of ecosystem that will draw users.
Tell me again how Microsoft would be crazy to abandon Windows Phone? More seriously, how long should Microsoft stay at this, and how much money they should invest in it, to what end goal?
Let's go to the the charts. First up, full year 2013 versus 2012:
And here's how the holiday season looked in each of the last two years: