Apple's U.S. Smartphone Market Share Holding Steady Against Every Competitor

comScore released its February smartphone survey results for the U.S. and it shows that Apple ’s share continues to hover around 40% to 41% which it has been doing since July last year. Google ’s Android operating system share has been between 51.5% and 52.4% for the past year. Apple and Google combined have increased their share of the U.S. smartphone market from 90.6% a year ago to 93.4% in February 2014. (Note that my family and I own Apple shares and I have sold put options which is a bullish strategy).

comScore has iOS gaining on Android

comScore measures U.S. smartphone share on a rolling three month average. Its most recent survey has Apple as the largest vendor with 41.3% share with Samsung in second at 27%. While Apple has seen its lead over Samsung drop this year that does tend to be part of the typical product cycle ebb and flow. I have developed a Google Doc with information going back to late 2011 available via this link.

When comparing Apple’s iOS platform vs. Google’s Android iOS has been able to cut Android’s lead a good amount since late 2012. Android used to have a 17% to 20% share advantage over iOS but starting in 2013 Apple has been able to bring it down to about a 10% to 11% share advantage.

As can be seen in the following chart Android and iOS on a combined basis became the majority of U.S. smartphones in 2010 and have steadily increased their share to 93% as of December 2013 from 0% in 2007.

Source: comScore’s U.S. Digital Future In Focus 2014 

Apple captures about 60% of all smartphone profits

Horace Dediu from Asymco has put together a chart of global operating profits for mobile vendors. Not surprisingly Apple has earned and continues to earn about 60% of all smartphone profits since it focuses on higher prices and therefore higher margin smartphones.

Source: Horace Dediu, Asymco

To see another version of Apple’s iPhones being adopted in higher income areas the picture below from Patently Apple depicts iPhone usage being concentrated in Manhattan and Android in New Jersey.

Source: Patently Apple

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