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Thu, Sep 02, 2010 - 01:20 PM EDT  —  AAPL: 250.03 (-0.30, -0.12%)  |  NASDAQ: 2186.18 (+9.34, +0.43%)

comScore: Ahead of iPhone 4 release, Apple took 24.4% share of U.S smartphone market
Thursday, July 08, 2010 - 01:28 PM EDT

comScore today released data from the comScore MobiLens service, reporting key trends in the U.S. mobile phone industry during the three month average period ending May 2010 compared to the preceding three-month average. The report ranked the leading mobile original equipment manufacturers (OEMs) and smartphone operating system (OS) platforms in the U.S. according to their share of current mobile subscribers age 13 and older, and reviewed the most popular activities and content accessed via the subscriber's primary mobile phone. The May report found Samsung to be the top handset manufacturer overall with 22.4 percent market share, while RIM led among smartphone platforms with 41.7 percent market share.

MacDailyNews Take: It's rather interesting that comScore would eschew the traditional quarters (Jan-Mar, Apr-Jun, etc.) and report instead on the odd March-May three month period. Now why would they do that? What happened in June that might make the data look different? Oh, right iPhone 4 launched in June. If you want a report that looks most advantageous to Apple's "competitors," you'd be hard pressed to concoct a better time period to measure than just before the launch of the new iPhone, especially since images and some specs had leaked out around the world in mid-April and likely killed a good portion of iPhone 3GS sales as informed buyers waited for iPhone 4. Now that you know the full story, here's the rest of conScore, er... comScore's report:

OEM Market Share

For the 3 month average period ending in May, 234 million Americans age 13 and older used mobile devices. Device manufacturer Samsung ranked as the top OEM with 22.4 percent of U.S. mobile subscribers, up one percentage point from the preceding three month period. LG ranked second with 21.5 percent share, followed by Motorola (21.2 percent share), RIM (8.7 percent share, up 0.5 percentage point) and Nokia (8.1 percent share).



Smartphone Platform Market Share

49.1 million people in the U.S. owned smartphones during the three months ending in May, up 8.1 percent from the corresponding February period. RIM was the leading mobile smartphone platform in the U.S. with 41.7 percent share of U.S. smartphone subscribers, followed by Apple with 24.4 percent share and Microsoft with 13.2 percent. Google rose 4.0 percentage points to capture 13.0 percent of smartphone subscribers, while Palm rounded out the top five with 4.8 percent. Most smartphone platforms continue to gain subscribers as the smartphone market overall continues to grow.



MacDailyNews Note: : The data abovedoes not include the impact of Apple's launch of iPhone 4, which became available in June, but it does include the impact of lost iPhone sales due to the extensive leaks of iPhone 4 which started in mid-April.

Mobile Content Usage

65.2 percent of U.S. mobile subscribers used text messaging on their mobile device in May, up 1.4 percentage points versus the prior three month period, while browsers were used by 31.9 percent of U.S. mobile subscribers (up 2.3 percentage points). Subscribers who used downloaded applications comprised 30.0 percent of the mobile audience, representing an increase of 2.1 percentage points from the previous period. Accessing of social networking sites or blogs also saw significant growth, increasing 2.6 percentage points to 20.8 percent of mobile subscribers.



Source: comScore, Inc.

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Jul 08, 10 - 01:33 pm Comment from: fisherbln

While it is true that picking this period severely hurts the results for Apple, I do not believe it was done for this purpose. More than likely, the period was used out of pure stupidity.

Jul 08, 10 - 02:05 pm Comment from: Eric spielberg

I just think it is amazing that google is only 10% away from apple in the short time droid has been out I think droid will take over number one if apple does not fix the iPhone 4 fast

Jul 08, 10 - 02:33 pm Comment from: spyinthesky

I think you are being very optimistic if you think the Droid will outsell the iPhone Eric, or maybe just a little mischievous perhaps. With so many phones on Android they may well have a chance but any single one will most likely be well short especially once we see the likely iPhone 4 sales despite the attempted muck raking. Now what was that about the Droid screen...

Jul 08, 10 - 02:36 pm Comment from: @Eric

1. Apple is hurt by having a single carrier, and 2. Apple will never discount their product like Droid based smartphones do.

I disagree that Apple needs to fix the iPhone 4. I have had no problems. None. Zilch. Apple needs to quit getting pwned in the media and by unscrupulous bloggers (Giz).

Jul 08, 10 - 02:43 pm Comment from: MacPatty

@Eric spielberg:
Droid is only that high since it's available on non-AT-T networks. Lots of people would buy an iPhone instead of a Droid if they didn't have to switch providers.

Jul 08, 10 - 02:47 pm Comment from: HMCIV

ComScore's next reporting period will be August to October. June and July will be excluded because of Global Warming. wink

Jul 08, 10 - 03:21 pm Comment from: Jon000

Doesn't matter. When they figure it again, the numbers are going to look like Apple grew faster than they actually did - but people will still be surprised. (including RIM)

Jul 08, 10 - 03:34 pm Comment from: conschmillo

Comments above that say Apple needs to open to other major carriers are right. Give iPhone to Verizon and others and android numbers will drop to half. For many people problem is not Apple. Some people just can't stand ATT.

Jul 08, 10 - 05:41 pm Comment from: bobchr

The article clearly shows what Verizon's BOGO promotion has on both RIM and Droid sales. Adding more carriers with supply constraints does not grow market share. Apple tends to grow quality relationships with it's sales approach and despite straining it makes AT&T;'s network look better for supporting such a capable device. The number of re-up and customer service ratings seem to indicate this, despite all the FUD heaped on the IPhone over the years. Has anyone noticed how simple and subtle Apples IPhone marketing campaign has been? Show the phones capabilities and app store support, whereas Verizon relies on special effects to make it seem like the Droids are capabilities are more than they really are. It's like a sales pitch from Mercedes vs one from Joe Izuzu.

Jul 08, 10 - 08:23 pm Comment from: jmmx

It seems to me that Apple moves in very carefully planned strategic ways. It has served them very well to have a single carrier at launch, and the cost of that was a long term deal.

They also do not like the idea of having different models (memory size does not a different model make). So they are waiting for the right time to make their move. Perhaps they will jump CDMA altogether and go straight to 4G. Or they will couple the move to CDMA with a China plan.

When they move to Verizon, it will be interesting to see the numbers. One should keep in mind that every switcher from another system is a leap of 2 in share. Apple gets 1 for selling their iPhone and the competitor looses 1 of their own.

Jul 09, 10 - 04:42 pm Comment from: Davenzi

It has served them very well..
custom bedroom furniture

Jul 09, 10 - 04:58 pm Comment from: Brulek

that 4% growth in the final column on the google row of the table must be somewhat unsettling for some...particularly in contrast to the -1% in the apple row. Sure there was obvious slowdown in anticipation of the iphone4 but how much? The figures for june will be interesting: possibly turning that -1% into +% in a very significant manner. If not then there must be cause for concern...

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