Obligatory Android activations post...

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ArtooDetoo

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Topic # 86015 29-Jun-2011 17:16

And in case there's somebody on the planet that hasn't heard this yet, Google's Andy Rubin has tweeted that Android activations now exceed 500,000 a day. The rate of growth is 4.4% week-on-week which is really extraordinary.

Any mathematicians or statisticians here may care to extrapolate that into the daily activations a year from now, something that is frankly beyond my meagre math skills. I'll predict that it's a lot more than 500,000 a day though.

That is all... as you were.

Edit: Apparently 4% w/w growth compounds to 3,850,000+ activations per day in 12 months time. That 4% figure looks to be exaggerated, but if not, that's quite amazing.

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Reply # 487508 29-Jun-2011 17:22

Hahaha... well, Apple is awfully quiet now. They used to counter such articles / announcements with their "we don't believe in those stats because..."

Go Android man!

ArtooDetoo

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Reply # 487517 29-Jun-2011 17:47

heavenlywild: Hahaha... well, Apple is awfully quiet now. They used to counter such articles / announcements with their "we don't believe in those stats because..."

Go Android man!

Apple are certainly trailing Android's growth rate, but they're still experiencing healthy growth themselves. But you're right, I think, that they won't be discussing their market share numbers any more. They do like to remind the investor community that they have a disproportionately high profitability in the mobile sector though.

Given that Apple's customers have no issue paying a premium for its products, I don't see that changing in the near future.

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michaelmurfy

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Reply # 487518 29-Jun-2011 17:48

I <3 Android

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stevenz

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Reply # 487714 30-Jun-2011 10:06

I suspect Apple don't care too much. They know they'll still have people lined up around the block for each new iteration of their iPhone with ever-increasing amounts of glass in the casing.

Plenty of people won't buy an Android device because it's "Not an iphone"

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ArtooDetoo

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Reply # 487720 30-Jun-2011 10:23

stevenz: I suspect Apple don't care too much. They know they'll still have people lined up around the block for each new iteration of their iPhone with ever-increasing amounts of glass in the casing.

Plenty of people won't buy an Android device because it's "Not an iphone"

Probably, but every high-end Android phone that's sold is one fewer potential iPhone sale, so there's probably some pucker factor in Cupertino anyway. I read some analyst's prediction that rather than drop the 3Gs when iP5 is released, Apple will reduce its price further and have 3Gs, 4 and 5 on sale. If that's true, it means that Apple does care about its eroding market share, even if it's just to address a perception that it's losing popularity.

Then again, Apple is known for its high margins so how a cheaper iPhone cannabilising its more pricy models will sit with the stockmarket is an interesting point to ponder. Personally, I doubt the never-ending 3Gs theory but I've been wrong before.

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MikeB4

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Reply # 487721 30-Jun-2011 10:28

Andriod devices are spread over many Companies, Apple IOS just one. So on a by company basis Apple is still stronger.

Apples Q2 Fiscal 2011 was up from $US3 Billion in Q2 Fiscal 2020 to $US5.9 Billion.

iPhone sales in Q2 Fiscal 2011 was up from $US5.4 billion in Q2 Fiscal 2010 to $US12.2 Billion.

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ArtooDetoo

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Reply # 487733 30-Jun-2011 10:42

KiwiNZ: Andriod devices are spread over many Companies, Apple IOS just one. So on a by company basis Apple is still stronger.

Except that Samsung, for example, on the back of it's Android adoption, outsells Apple and is expected to exceed even Nokia by FQ3 this year. So even by your yardstick, Apple's stellar performance is likely to be eclipsed by Samsung in the not-too-distant future, and others like HTC and LG, again buoyed by the phenomenal growth of Android.

Not to take anything away from Apple's own performance, but the trends look better for the non-iOS manufacturers in the long run.

Edit: typo

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Debin

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Reply # 487737 30-Jun-2011 10:47

Never been a fan of paying the 'Apple tax' myself. And besides, nothing compares to the beauty of SAMOLED+ screens on my S II! iPhones look like cheap toys in comparison. What really gets on my nerves though, is this constant Apple thing of saying 'iPhone can do this or that' or 'iphone is back!' it IS an iPhone, it's not a sentient being.

Speaking of other manufacturers, LG is looking like one to watch for the future.

MikeB4

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Reply # 487744 30-Jun-2011 10:54

In Samsungs Q1 Fiscal 2011 .... "Samsung sold a total of 70 million mobile handsets during the quarter, down 14 percent year-on-year. "

Having said that I believe that Samsung are the only strong contender to Apple, The Galaxy 10.1 Tablet is the only tablet to match the Ipad and I feel exceed it in many areas.

Their phones have work to do.

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ArtooDetoo

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Reply # 487761 30-Jun-2011 11:25

KiwiNZ: In Samsungs Q1 Fiscal 2011 .... "Samsung sold a total of 70 million mobile handsets during the quarter, down 14 percent year-on-year. "

Having said that I believe that Samsung are the only strong contender to Apple, The Galaxy 10.1 Tablet is the only tablet to match the Ipad and I feel exceed it in many areas.

Their phones have work to do.

From an earlier post...

Year to March 2011
          Android          Symbian          iOS
GB     +29%             -15%             -17%
GER   +34%           -22%             -11%
FR     +29%             -13%             -24%
ITA    +17%             -16%             +1.5

9 months to March 2011
          Android          Symbian          iOS
US     +36%            -9%                +6%
AUS +26%            -19%              -1%
JAP    +36%            -19%              -10%

Mobile OS Market share numbers in the developed nations, iPhone's acknowledged market. So despite Apple's performance as a handset maker, iOS is losing share and losing it an ever-increasing rate. And despite Samsung's Q1 result, it seems likely that it's the non-Android featurephones that are seeing reduced demand while the more expensive smartphones are seeing the Android-fuelled growth.

Do you happen to have Samsung's FQ2 results perchance?

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tdgeek

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Reply # 487779 30-Jun-2011 11:47

---KiwiNZ: Andriod devices are spread over many Companies, Apple IOS just one. So on a by company basis Apple is still stronger.---

Its all a bit moot really. Off course a one model device, at the highend only will be outperformed by Android who have many companies and many models and many price points, thats simple math and marketing. Thats all it means

MikeB4

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Reply # 487790 30-Jun-2011 12:03

ArtooDetoo:
KiwiNZ: In Samsungs Q1 Fiscal 2011 .... "Samsung sold a total of 70 million mobile handsets during the quarter, down 14 percent year-on-year. "

Having said that I believe that Samsung are the only strong contender to Apple, The Galaxy 10.1 Tablet is the only tablet to match the Ipad and I feel exceed it in many areas.

Their phones have work to do.

From an earlier post...

Year to March 2011
          Android          Symbian          iOS
GB     +29%             -15%             -17%
GER   +34%           -22%             -11%
FR     +29%             -13%             -24%
ITA    +17%             -16%             +1.5

9 months to March 2011
          Android          Symbian          iOS
US     +36%            -9%                +6%
AUS +26%            -19%              -1%
JAP    +36%            -19%              -10%

Mobile OS Market share numbers in the developed nations, iPhone's acknowledged market. So despite Apple's performance as a handset maker, iOS is losing share and losing it an ever-increasing rate. And despite Samsung's Q1 result, it seems likely that it's the non-Android featurephones that are seeing reduced demand while the more expensive smartphones are seeing the Android-fuelled growth.

Do you happen to have Samsung's FQ2 results perchance?

Samsung have not posted them yet, however with the newer Andriod models their result should be better than Q1

Mike
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ArtooDetoo

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Reply # 487795 30-Jun-2011 12:16

KiwiNZ:

Samsung have not posted them yet, however with the newer Andriod models their result should be better than Q1

Ok, thanks.

It's probably not a given that their handset sales will be better than Q1, their totals including many featurephones manufactured for 3rd parties. My feeling is that units will continue to drop as a total for a while. However, their smartphone numbers will undoubtedly increase both in units and as a percentage of their total production.

This has drifted off-topic a bit though. The OP was about the Android OS growth, not really about the performance of the individual brands, which is a topic in itself. Although should you wish to start a thread about that, I'd be happy to contribute. :-)

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ArtooDetoo

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Reply # 488388 1-Jul-2011 18:51

Neilsen's released their latest quarterly figures for the US mobile market share and against the worldwide run of play, Apple's iOS smartphones have gained some share back from Android. The addition of Verizon iPhones to the US market has helped, no doubt, so there's growth in iOS yet it seems. At least in the States.

It does suggest, in light of Google's 500,000 daily activations claim, that Apple's iPhones are doing rather less well in the rest of the world though. Unless Andy Rubin is telling porkies. Or Neilsen is having an off-day.

When IDC and Gartner release their figures in the very near future, we'll likely get a more accurate picture.

Meanwhile, Apple iFans can rejoice in some good iPhone market share news for a change. :-)

Edit: typos

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tdgeek

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Reply # 488397 1-Jul-2011 19:11

---Meanwhile, Apple iFans can rejoice in some good iPhone market share news for a change. :-)---

No, thats incorrect. You cannot expect one phone to match a myriad of other phones of various price points, thats ridiculous. If Android and all its phones were that cool, then one non Android phone will occupy a very very small market share. Maybe you can compare one iPhone4 with one similarky speced Android phone such as one model of the Galaxy. Similar phone, similar price, thats a head to head.

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