Thursday, February 4, 2010

Apple in Mobile

Apple's advance in smartphone market share took a step forward when it announced a 100% y/y increase in iPhone sales. With the Research In Motion Blackberry line increasing its sales 40% over the period – respectable, but not quite Apple's pace – Apple advanced its share from about 11% to 16% while RIM remained nearly flat at about 19.5%. RIM keeps the lead, but that lead is less commanding than previously.

With Apple expanding its mobile devices with the iPad, it's unclear whether the market share measured by those trying to keep track of competition among "converged devices" will eventually become hard to define. However, as initial iPad versions don't show evidence of direct competition with phones, this isn't an issue at launch.

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