Benedict Evans: ‘On Market Share’

Benedict Evans:

However, there’s a rather important problem with looking at the data like this: there is no such thing as a “smartphone market”. Or rather, talking about the “smartphone market” is like talking about the “3G” market or the “colour screen phone” market: you’re picking out a sub-segment that is going to grow to take over the whole market. And ignoring the growth. […]

The whole mobile phone market is converting to smart. Apple is taking the high end and Android is taking the rest. Both are growing very fast, and Android is growing faster. But what matters is phone share, not smartphone share.

Hallelujah.

★ Friday, 24 May 2013