In April, when NPD data had the iPhone market share push a bit
forward while Android saw a small decline, it was perhaps a bit
too early to read into it. But a month later, Nielsen data
suggested that Android share was indeed flattening, and most
credited the 2.2 million iPhones Verizon sold in the two months of
its existence on the carrier as the reason.
A few days ago, a report by Needham using IDC data suggested that
Android’s market share peaked in March, and was now on the
decline as Apple’s share was rising again. This was the first
quarterly share decline that Android had ever seen.
Why? It seems obvious, doesn’t it?