Total
devices in the field. At Apple's iPhone 4S launch event on October 4th,
CEO Tim Cook said that the company had sold 250 million iOS devices to
date--including iPhones, iPod Touches, iPads, and (I assume)
current-generation Apple TVs. Shortly thereafter, Google CEO Larry Page
said that 190 million Android devices had been "activated." (Google
talks about units in terms of activations, not sales.)
The first iPhone went on sale 16 months before the first Android phone,
so iOS had a head start--but according to these numbers, the handful of
models that Apple has released to date have still managed to outsell
hundreds of Android-based gadgets.
New devices sold daily. I don't believe either Apple or Google
has released information on this recently. But as of the second calendar
quarter of 2011, Apple was selling around 367,000 iOS devices a day.
And in June, Android honcho Andy Rubin said a half-million Android
devices were being activated each day. Both figures are presumably
significantly different now.
Total smartphone ownership. Comscore says that as of August, 43.7
percent of U.S. smartphone subscribers had an Android device; 27.7
percent had an iPhone. These figures don't include tablets (a category
which the iPad utterly dominates) and smartphone-like media devices (a
category in which the iPod Touch has almost no competition whatsoever).
Tablet sales. Research firm Strategy Analytics reported last
month that the iPad had 66.6 percent of the tablet market and Android
tablets had grown to 26.9 percent. But as Kevin C. Tofel of GigaOM
noted, that mixes iPads that Apple has sold with Android tablets that
have shipped from the manufacturer but may or may not have been bought
by a consumer. If any of those Androids are sitting on store shelves,
they shouldn't be compared against iPads that people have paid for and
taken home.
Web usage. In August, according to Comscore, iOS devices
accounted for 58.5 percent of all U.S. non-computer browser page views.
Android accounted for 31.9 percent of views.
Available apps. There are more than 500,000 iOS apps, including
140,000 designed for the iPad. There are more than 250,000 Android apps,
and while I haven't seen any recent data on how many are customized for
Android 4.0 3.0 Honeycomb, the tablet version, I've never seen a number
that was anything but tiny.
App downloads. Research firm ABI says that in the second quarter,
Android overtook iOS in mobile app downloads and now has 44 percent
share worldwide vs. 31 percent for iOS. On the other hand, it says that
iOS beats Android in terms of downloads per user by 2-to-1. And it
states that Android's installed base beats iOS's by 2.4-to-1. (How does
Android besting iOS by 2.4-to-1 jibe with Apple claiming to have told
250 million iOS products and Google saying it's activated only 190
million Android ones? Beats me! Maybe ABI isn't counting iPads and/or
iPod Touches.)
Profits. Canaccord Genuity says that Apple is currently scooping
up 52 percent of all smartphone profits, leaving 48 percent for everyone
else. Determining Google's profits from Android smartphones would be
particularly gnarly, since it gives away Android. (It does, however, get
to display ads on Android devices.)
Conclusions from all this? I have a few, although they're not all that conclusive:
Beware of comparing, well, apples and oranges. Contrasting the
number of iPads sold with the number of Android tablets shipped seems
pointless. And I'm still not sure if anyone understands the distinction
between iOS devices sold and Android devices "activated."
Don't take third-party estimates as gospel. I'm not saying they
can't be informative--just that you usually don't know enough about how
methodical and meticulous any particular study is. The mere fact that
numbers from different research firms are never identical proves that
someone is wrong.
Things are moving fast. What I'd really like to know is the state
of competition between iOS and Android as of mid-November 2011--based
on hard numbers provided by Apple and Google. But the most recent stats
are weeks or months old in most cases; both companies disclose
information when they think it's to their advantage to do so, and stay
mum when there seems to be no benefit in sharing anything. The data we
have could be meaningfully behind the current state of affairs.
Trends matter more than any one moment in time. The numbers I've
quoted here are freeze frames, but the Business Insider's Henry
Blodget--a long time advocate of the notion that Android will come to
dominate the market--has some graphs that show Google's operating system
gaining on Apple's in some categories
Ultimately, you've got to choose a bottom-line number. Is the
most successful mobile platform the one that's moving the most units
right now? Fair enough, and that might be Android. Is it the one that's
racking up the biggest profits? That sounds most logical to me--and that
platform seems to be iOS.
Source is
http://news.cnet.com/8301-33200_3-57323943-290/ios-vs-android-lots-of-stats-little-clarity/
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