The One Chart You Need To See To Understand Mobile

The one chart is below. If you like more charts and more data, below are the referenced links with a lot of interesting info and one important note.

Referenced comScore link with lots of data

comScore Reports September 2011 U.S. Mobile Subscriber Market Share

http://www.comscore.com/Press_Events/Press_Releases…

Referenced Asymco link with lots of charts

The US smartphone landscape

http://www.asymco.com/2011/11/06/the-us-smartphone-landscape/

Important Note: Nielsen reports that 43% of the phones in use in the US now are smartphones in the US with Ages 25 to 34 having 62% penetration.

Original article with the one chart you need to see

The One Chart You Need To See To Understand Mobile

http://www.businessinsider.com/the-one-chart-you-need-to-see-to-understand-mobile…

ComScore has data out on the US phone market and Asymco breaks them down, including this great chart at right on the evolution of the US phone platform install base.

Us-phone-platform-install-base

It highlights a few key points, some of which are already known, but some of which don’t get talked about enough:

  • The Blue Ocean is still HUGE. For all that we (justifiably, more on which below) talk about who among Apple, Google, RIM, Microsoft et al. is winning in smartphones, the biggest opportunity remains the Blue Ocean of getting smartphones in the hands of non-smartphone users. (This is true of the US, but also very true of developing markets where the shift to mobile is enormous.)
  • In turn, this means the game is far from over. Given that most of the market is still a blue ocean, the opportunity for newcomers is great. Particularly for platforms with lots of resources and distribution, i.e. the Microsoft-Nokia duo. 
  • Holy cow, Android! With all these caveats out of the way—the other thing that jumps out is how big and how fast growing Android is. Google’s open-source, broad distribution strategy is textbook disruptive innovation, and at least so far, seems to be working just like it should: i.e., it is eating the market. 
  • Yes, Apple should be worried; but no, it’s not over, far from it. First of all, Apple is huge and still growing very nicely. Second of all, because the mobile wars are platform wars, smartphone marketshare undercounts iOS marketshare because of the enormous successes of the iPad and iPod Touch, which aren’t phones but are still mobile iOS devices. And thirdly, this chart doesn’t count the two big potential gamechangers Apple has recently introduced: the iPhone 4S, which looks like an excellent device and could be a record-breaking seller; and, less flashy but at least as important, the FREE iPhone 3GS, which allows Apple to have an offering for the bottom of the market and be competitive with Android. How these devices perform could make things look very different three months from now.

     

    – Randall Noval

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