According to new Nielsen data, not only is Google's
The data marks a reversal for the Mac maker. Last fall, 33% said they wanted an iPhone, versus 26% for Android and 13% for Research In Motion's
More discouraging is Nielsen's survey of recent buyers:
Talk about daunting. Android's broad array of choices has made it the Windows of the U.S. mobile market, and a legitimate challenger to Nokia's
But is that really so bad? Here are three reasons why I think Apple shareholders can sleep comfortably:
- Apple's share of the U.S. installed base (27%) is roughly in line with its share of new purchases (25%). Android may be nibbling at iOS, but that's about it.
- According to recent Gartner data, smartphone sales soared 72% last year, yet still accounted for just 19% of the total market.
- In-Stat predicts that half of all handsets sold in the U.S. next year will be smartphones. Most of those sales will be for Android-powered handsets, but there's no indication that those sales will come at the iPhone's expense.
Unless they do -- which, again, I think is unlikely given the data -- Apple should sell tens of millions more iPhones into a rapidly expanding market, just as it did last quarter.
Do you agree? Disagree? Tell us what you think about the war for smartphone market share, the rise of the Mobile Web, and the iPhone's competitive positioning using the comments box below. You can also rate Apple in Motley Fool CAPS.
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Fool contributor Tim Beyers is a member of the Rule Breakers stock-picking team. He owned shares of Apple and Google at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. You can also get his insights delivered directly to your RSS reader. 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 owns shares of Apple and Google. The Fool is also on Twitter as @TheMotleyFool. Its disclosure policy can do the robot, but not the Android. Wait. Is the Android a dance?