
Google�s share of the U.S. smartphone market dipped for the first time since 2009 according to Needham & Co. analyst Charlie Wolf. Needham says Android�s share slid from 52.4% to 49.5% in the first quarter, its first sequential market share loss in any region since the second quarter of 2009. Wolf attributes the dip to the launch of Verizon Wireless� iPhone 4; Apple�s U.S. market share ballooned more than 12 points to 29.5% in the first quarter.
Wolf believes Android�s market share in the U.S. will rebound in the June and September quarters, though it will see a �material decline� in the fourth quarter of 2011 following the launch of Apple�s fifth-generation iPhone. �This is just the beginning of Android�s share loss in the U.S.,� Wolf wrote in a note to investors. �The migration of subscribers to the iPhone on the Verizon network should accelerate this fall when Apple coordinates the launch of iPhone 5 on the GSM and CDMA networks. The iPhone could also launch on the Sprint and T-Mobile networks.� Hit the break for a graphical representation of U.S. smartphone market share from IDC.




0 comments:
Post a Comment