Tuesday, April 03, 2012

iPhone 4S outselling all Android phones total at Sprint and AT&T: analyst

It shouldn't be a surprise but folks are acting as though it is. A report by Canaccord Genuity analyst Mike Walkley indicates that the iPhone is the top-selling smartphone on all three of the Big Four U.S. carriers that carry it.

Despite the popularity of Android, which has surged atop the rankings for top smartphone platform globally and in the U.S., this shouldn't be a shock. Android's market share is based on multiple devices with multiple form factors; it doesn't produce single incredible mega-hits like the iPhone.

What might be surprising, however, is that according to Walkley, who released a research note on Monday, the iPhone is outselling all Android phones on Sprint and AT&T, combined.

Of course, it's Verizon that's the face of Android in the U.S., with more Android phones than any other carrier. While the iPhone 4S is still the top-selling smartphone on Verizon's network, phones like the Galaxy Nexus, Droid RAZR, and Droid RAZR MAXX, are selling quite well well. Even given that, Walkley believes that sales are roughly the same between Android phones and the iPhone 4S at Verizon.

If true, you would expect a change in market share leader in the next set of reports from places like NPD and comScore.

Meanwhile, though, the chart provided by Walkley provides some other interesting information. Every carrier, including T-Mobile, which does not carry the iPhone, had at lest one Samsung phone in its top three each month, from Dec. 2011 to March 2012. In March, T-Mobile had two Samsung devices in its top three.

It's just confirmation of what we already knew: Samsung and Apple are atop the battle for global market share, and if anyone needs a reason to understand why Apple is going after Samsung so strongly in terms of Android phones and patents, despite their strong partnership on iDevices, this is the one.

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