Friday, April 05, 2013

Google's Android Has Hit A Wall, And Now It's Fading In The U.S. (GOOG, AAPL)


Something is happening to Android in the U.S.

After years of runaway success, it's now losing share to Apple's iPhone, according to the latest data from comScore.

For the three months ended in February, Apple had 38.9 percent of the U.S. smartphone market, up from 35 percent for the same period ending in November. Android fell to 51.7 percent over the same period, down from 53.7 percent.

The United States is not the world, but it is a leading market for smartphones. So, it's worth paying attention to these trends.

Apple has been able to eat in to Android's lead thanks to increased distribution, and lowered pricing. The iPhone wasn't on Verizon until February 2011, four years after the iPhone debuted on AT&T. It later joined Sprint, then some regional carriers, and this year it's going to T-Mobile.

Apple offers the iPhone at a variety of prices on Verizon and AT&T, from $0 to over $400. A free-on-contract iPhone has make it an option for more people.

Android is a great operating system available on a number of excellent phones, some with gigantic screens. It's odd that it's gone flat. It's not just a U.S. phenomenon for Android, either.

When Andy Rubin stepped down, Google released new data on Android activations. While year-over-year growth remains spectacular, growth during the holiday season was relatively tepid.

We're not sure if this is a blip for Google, or the start of something bigger. We've seen Android have the occasional set back in the past.

chart android ios market share

SEE ALSO: Apple Is Preparing Major Changes To The iPhone's Software

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