Google’s Android on the decline as Apple iPhone takes 59% share of U.S. top three carriers

“Based on the Q1 financial reports from Sprint, Verizon and AT&T, Raymond James analyst Tavis McCourt estimates that Apple had 59% of the U.S. smartphone market from the country’s top three carriers in the quarter. That was up from 36% a year ago, although down a bit from 63% in the December quarter, a period in which Apple launched the iPhone 4S,” Eric Savitz, Forbes. “McCourt writes that non-iPhone smartphone sell-through appeared to drop 38% year-over-year, while iPhone sell-through grew 55%.”
So, here’s a thought. Could it be the case that Google’s share of the smartphone market has peaked? That the phone-buying public simply is more inclined to choose Apple’s vertically integrated approach over the cacophony of the Android market? Could it, in fact, be the case that, while Google and Microsoft can innovate and find niche markets for their mobile OS offerings, that Apple has basically won the game, at least for the U.S. market? There’s no question that Android-based devices are crushing the likes of Nokia and Research in Motion at the low-end of the market, rapidly killing off the feature phone market. But at the top of the heap, Apple is crushing it. And iPhone 5 is just months away. – Raymond James analyst Tavis McCourt


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