Wow. This chart from Quantcast is really powerful:

Android gaining share. Source:Quantcast
And Android’s share is clearly coming from the iPhone:

source:quantcast
I wonder how much of this is because consumers are not happy with AT&T? Or is it people who, for whatever reason, didn’t love Apple’s products? Or is it because some Android phones are cheaper? Finally, how many of these Android users are first time smartphone users (like RazrDude) vs. people who switch from the iPhone?
June 16th, 2010 at 7:18 pm
I bet it's the latter – new customers who are getting smartphones for the first time. Especially, users on Verizon/Sprint/T-mobile who didn't have good options previously. So yes, Apple is a smaller percentage of the overall market, but the overall market has grown much bigger and a large part of it is not addressable by Apple anyway.
June 16th, 2010 at 10:12 pm
By not addressable you mean they are priced too high for a large part of the market?