Android is the New Windows

The numbers don't lie: There is Android and then there is everything else

Long-time readers know that I’ve long followed and reported on PC market share. I did this because market share matters and is in fact the best way to measure the respective strengths of different products that compete against each other. And this is certainly true in the smart phone market where, clearly, Android has become the new Windows.

I can’t promise I’ll cover smart phone market share with the same regularity as I did PCs. But looking at the most recent numbers from both IDC and Gartner—which I’ll as always average for a clearer picture—the trends are instructive and worth knowing.

It can all be summed up like so: There is Android. And then there is everything else.

First, the numbers.

Gartner’s press release about Q3 2012 smart phone market share was released this week. IDC issued a similar proclamation earlier this month.

Total worldwide smart phone sales in the third quarter of 2012 were 175 million units. Android accounted for 129 million units, good for 74 percent market share. The only other meaningful volume player in this market was iPhone/iOS, with 25.3 million units, or 14.4 percent market share.

Put another way: Android and iPhone account for about 89 percent of the worldwide market for smart phones. But Android is outselling iPhone over 5 to 1.

The rest of the market is basically scraps and is being fought over by dying brands (Symbian, Blackberry) and Windows Phone, which has scrabbled to 3.9 percent market share. That’s just fifth place, meaning that Windows Phone is actually doing worse than those dying brands, though it should be pointed out that Windows Phone is growing while the others are fading fast.

Put another way: Windows Phone could soon be the third smart phone ecosystem behind Android and iPhone, assuming Blackberry doesn’t rebound. But it will “achieve” this perch simply because the other competitors in this market are dying. That’s … pretty pathetic. And what’s the end game for Windows Phone? 10 percent at most? 8?

Android, meanwhile, appears to be unstoppable.

“Android continued to increase its market share, up 19.9 percentage points in the third quarter of 2012,” Gartner noted. But IDC was even more effusive: “Android has effectively outpaced the market and taken market share from the competition,” the firm noted. “In addition, the combination of smartphone vendors, mobile operators, and end-users who have embraced Android has driven shipment volumes higher. Even today, more vendors are introducing their first Android-powered smartphones to market.”

I love Windows Phone. But you can’t escape from the math here.

Discuss this Article 38

kevm14
on Nov 15, 2012

I have maintained since I left Windows Mobile that Android IS the new Windows Mobile. And that experience I did not like on my phone. I much prefer what MS is doing with Windows Phone, drawing on elements from both iOS (consistent UX and "just works" paradigm) and Android (provides more functionality than Apple, i.e. the walled garden walls are lower).

blakjedi
on Nov 15, 2012

eh... android is basically the low end of mobile... yes you can spice it up with fancy specs on fancy devices... but it took 500 models of android phones released every year at every price to beat the iphone... in general consumer tablets it doesnt even chart... (nook is not true android) Win phone 8 will eventually end up second in market share behind android because it presents a standardized UI and platform ala iOS while eventually being available on multiple carriers, by multiple ODMs... its the best of both worlds... in the tablet space Win8/RT will be 2nd within a three year time horizon for the same reasons but will eventually eclipse ipad for the same reasons... multiple vendors and channels, multiple form factors to match the buyers needs, and the windows ecosystem(s) will mature and merge by this time next year... Android has a limited shelf life and at the low end of computing at that...

spaul41
on Nov 15, 2012

Doesn't this remind you of Windows vs. Apple? The Apple freeks (like yourself) says that Apple is the best but Android is what is gaining total acceptance. Hey, if Paul Thurrott is saying something positive about Android, it has to be the Windows of phones.

Tim Laubacher
on Nov 15, 2012

But why Android? Because it was the only thing available for smartphones and there were cheap options (cheaper than iPhone).

The problem for Android is there isn't a lot of user loyalty. The interface is pretty poor. I really think that Windows Phone market share will directly correlate to the WP maker's ability to get the retailers to push their devices. If retailers push it only 5% of the time, then WP market share will probably remain low. If they can get retailers to push it half the time then WP could have a chance at much higher market share.

jimbie882
on Nov 15, 2012

Being free helps as does Google's Search, Maps, and Youtube. Apple is a nice alternative with iTunes as its biggest strength. What does Microsoft offer besides Office? I think Microsoft is hurting Windows Phone and Windows 8 by mimicing the Apple's App Store with the restrictions. While Apple has 3 years on its side, Microsoft is barely beginning.

I noticed that ZDNET has an article that discusses the same topic. Smart minds think alike.

spaul41
on Nov 15, 2012

No, Apple fanboys think alike!

Bragic
on Nov 15, 2012

Funny, I've had the same thought too. What I find interesting is that the typical people that use Android devices typically have no idea the capability of them, and/or have no plan to ever use those features. I know several people with Android phones(Samsung Galaxy S3, Razor HD) that really just use them for texting, phone calls and email. But yet they buy this huge feature rich device with things like facial recognition, playing HD video while browsing the web, and tons of other gimmicky yet cool features. And yet Windows Phone is not even on their radar, doing the simple things that people really need, really easily and other great things. I know I'm preaching to the choir here...but this just makes no sense. Will the Android bubble ever pop...and if so what would do it? It's also amazing that the iPhone which everyone swoons over is now actually a second runner in the smartphone world...

weetigo
on Nov 15, 2012

I prefer the alternative, windows phone.

Re: Android is everthing:
I think the more accurate reading would be it's Samsung or Apple, there are no other viable Android competitors. Nexus phones have been a bust in spite of their superior features and upgradability.

In that light, I agree with Nokia's approach by focusing on their branding over the Windows Phone 8X approach done by HTC. No one will ask for a Windows Phone, they'll ask for a Nokia, to Microsoft's chagrin.

nbr123
on Nov 15, 2012

Windows Phone is awesome, but I think they are getting hurt because they are not providing all functionalities in Android & iOS. If they want to even catchup, they have to provide something more than those two. Why will anyone buy Windows Phone if it has less apps AND has less features than the other two?

Android got lucky as Verizon customers didn't have access to iPhone. Only option was Android, so everyone jumped on it. Windows Phone don't have that on their side. They have to compete with iOS & Android on all networks. If they dont offer more, its difficult. As we are seeing on ATT network, even nice camera and nice screen is not working out. Wireless charging was nice if they had released Lumia 920 in July but now there are other Android phones that also support wireless charging.

blakjedi
on Nov 16, 2012

it doesnt have less features... as far as apps... app count is meaningless... functionality is key... alot of stuff is built into the OS from qr readers in bing... to music search in bing (ala soundhound and shazam..same database), xbox music, nokia music without a need to tether to itunes... co-located messaging apps that bring together facebook, and text messages in one... LIVE TILES that hold their own notification statuses whether they are live or not.... full web browser... MS office is built in including a pdf reader. offline maps for full countries...

whats really missing? instagram? i dont even use instagram. i could pick up metrogram... or use the web.stagram website and pin it to my start screen...

I can do all the stuff almost totally natively to the OS... you know the stuff you need an APP for in ios and android...

coffeehorn
on Nov 15, 2012

I think what we are seeing with these market share numbers are the number of people who are finally upgrading their cell phones to the new "free" phones running Android. I wouldn't read too much into these numbers--they are not customer preferences in ecosystems. Rather, the vast majority of people who upgrade their devices when the old one finally dies are in the process of upgrading to smartphones. If iOS and WP8 never include the "free" device, those who are upgrading their device every five to ten years (yes, those people do exist in masses), this market distribution will continue. WP8, as a premium OS can and probably will make a dent in the iOS share, and possibly the subset of Android market share that is devoted to higher end phones.

-V-
on Nov 15, 2012

With all due respect, your thinking is wrong. The Samsung Galaxy S3 is the #1 selling phone of all time. You can google that if you don't believe me and THAT phone is not free. As for "free phones" if it seems that there are a lot of free Android phones in the market, that's because there are a lot of new older models that the carriers are trying to get rid of. ONE, free phone in Verizon Wireless now is the iPhone 4.

Delphi3
on Nov 15, 2012

Performance on android is hit or miss. It seem that windows phone experience is more constant. Thats part of apple success you no what your getting just like when you order a big mac you know what your getting.

subzerohitman721
on Nov 15, 2012

I don't buy the argument that Android is the low end by any means. Many Android OEM'S make some very well made, very well constructed devices on the market. All of the Nexus Line, the Samsung Galaxy Line, the Motorola Droid line, HTC One line & even the Sony Xperia line are some of the best made Android devices on the market.

The Windows analogy is very appropriate because it's like the early days of the PC. It didn't matter what your form factor was. Windows would work on it & people could do what they want with it. Windows remains a very malleable OS that handles what you throw at it. Android is the same way.

The problem with Windows Phone is that it unfortunately suffers from a marketing & perception problem. The stigma of Windows. The stigma of Windows XP, Windows Vista, & Windows Mobile reaches from beyond the grave to taint Windows Phone 8. Say what you will, but when normal people think of Windows? People outside of tech think a crash prone, malware infested, feature incomplete, & app deprived products. I know this is not true by any stretch of the imagination. However, the perception that Apple made with PC vs Mac has stayed with the general consumer. As long as Windows is attached to Windows Phone, I expect it not to go anywhere.

Say what you will about the Droid commercials? They were effective in saying, "We're the new challengers. Take no prisoners. Whatever iDon't, Droid Does." Leo Laporte was wrong about the Droid Commericals. They were very effective in conveying a phone that's different from the iPhone. Then Samsung stepped up & attacked the hipster perception of the iPhone. Samsung followed up by added your parents to the list of uncool people wanting an iPhone.

Microsoft is in a very bad position with Symbian, WebOS, & BlackBerry falling all around them in flames. Meanwhile Apple & Google have the top of the mountain peaks with the right position to take on anyone that tries to climb up, metaphorically speaking. It's not enough for Windows Phone 8 to be different. Microsoft has to match feature for feature & then surpass with many killer features everything that the iPhone & Android devices offer. Even that might be not enough to stop the the iOS & Android juggernaut because they've got market-share, momentum, mind-share, & word of mouth buzz.

JaredTheGeek
on Nov 15, 2012

As someone who was once in the Windows Mobile ecosystem and left for Android, I have been completely dissatisfied. Sure you can get a lot of apps but every Android phone I have owned ends up locking up and rebooting and is unreliable. I bought my inlaws and Mom a HTC Arrives on Sprint and they have had zero issues. Being the most popular does not make it the best phone. The other great issue is that every phone I have had, most recently a Photon, has been orphaned. Meaning that I don't get OS updates. Sure it happend to Windows 7 phones but Motorola state they were going to provide an ICS update to the Photon and then dropped it. Now I am 2 OS iterations back with a phone that came out a year ago. I even had a Transformer Prime but dumped that for the VivoTab RT. Sure I miss some apps but Android is no longer worth the headaches.

-V-
on Nov 15, 2012

Well, it is what it is. Android is where it is today, clearly because it offers the best ecosystem on the best hardware. Let's face it, when it comes to Search, Mail, Data, access to the Cloud, etc.... Google outshines Apple & Microsoft. All of that "data" is accessible in fairly less expensive on high quality phones such as Samsung, Motorola, HTC, Asus, etc....

Perhaps in a year Apple's market will shrink even further because of it's inability in innovate as fast as the other global Android phone manufacturers. Apple, simply put, is dead meat.

As for Microsoft Windows Phone, they simply don't get it. They don't know how to judge the market and how to conduct themselves as a business as such. They over-value their products and as such over-price them in the market. Not only that, but they are perennial late-comers to the game. LOL..the market is already established (for phones and tablets) and they think they can price their products comparably? I don't think so. It's this attitude by Microsoft that will ultimately lead (even to) the demise of Windows and Microsoft Office.

garak0410
on Nov 15, 2012

I just left Android (tablet and Phone) for the Surface and Lumia 920. It's been a few weeks since I took the plunge (a week with Lumia) and I have to say I am loving it. I had 3 Samsung Android devices over the past three years (coming from Windows Mobile) and while I mostly enjoyed the experience, it seems like the longer I have a phone, the more lockups I'd get, even if I did clean installs.

Windows Phone 8 has been great but XBOX Music is a total mess right now with a Laundry list of problems...would like to see Paul investigate these problems... :)

Overall, I do agree WP has some mountains to climb...still makes me laugh at some of these "experts" thinking it will overtake iOS by 2016.

johnwbaxter
on Nov 15, 2012

As a suspicious old codger who does not trust Google, I'm unable to buy into Android, regardless of market share, and regardless of the fact that new Android releases seem to be OK. I expect to keep my Lumia 900 until at least fall of 2013.

Raygun
on Nov 15, 2012

I bought a lumia 900 on April 9, 2012. I called AT&T on saturday to ask about upgrade options, to see if they could help me get a 920 to buy into the new Win 8 ecosystem. They could not sell me the phone as an upgrade, but he did get me into a family play where I have two accounts now for 10 bucks more a month. I then bought the 920 in white for 99 dollars. So, my bill will be 10 bucks more plus the $99.00. Over the term, this is still less than buying a 920 outright. The only thing I had to do was all AT&T when the phone arrived and cancelled the data plan, it has to be sold with one. I then just swapped the sim cards out to have my old number on the new phone.

studio4llc
on Nov 15, 2012

Apple's problem is there is only one option, for everything from computers, tablets and phones - APPLE.

Androids problem is defragmentation and too, too much selection and a not-loyal fan base. With them it is/was the only option other than the iPhone.

Most everyone I know that has had either the iPhone, a Droid or both and switched to a Windows phone have said there is no comparing either to the Windows Phone. But most are heavy hitting, power using business people, not the typical consumer.

RJasonW74
on Nov 15, 2012

Folks this is whistling past the graveyard. I'm getting the HTC 8X & I'm positive I'll enjoy it. But to keep dismissing Android as the phone choice of the poor & cheap is to ignore reality.

From power users to absolute don't know & couldn't care less types, Android offers them all a choice. And the assertion that no iPhones are free is wrong too. Apple has gotten in on the act of free iPhones the last several years with the 3GS and now the 4.

If price were the deciding factor in the rapid adoption of Android the flip phone would still be the #1 seller. Let's not play the elitist card that Apple's fanatical followers constantly boast about.

MediaCastleX
on Nov 15, 2012

What I would like to see is the same kind of negative press and disregard for android that Microsoft and Windows gets in the technosphere and forum-spaces...you know, being the new "top dog" and all. Then again, it is the champion product of those "free tech" Linux people. =/

piebald
on Nov 15, 2012

I believe a good headline would be "Android is the new Internet Explorer"

arrow22
on Nov 15, 2012

My guess is, most phone buying decisions are driven by word of mouth, and sales representatives. The average consumer is unlikely to purchase a phone with an interface that looks so different from what all their friends and family have, and even less likely if the sales representative dismisses the product completely.

Windows Phone has to both increase marketing expenditures to get the word out and offer some unique features that appeal to consumers. I actually think that stuff like Kid's corner is the right approach - a feature that's easy to explain, easy to comprehend, and whose benefit is immediately appreciated. It just needs more of these!

akinvic
on Nov 15, 2012

Android has the market share now. What's even scarier is if Google actually would take the branding seriously. Create a consistent UX and reduce fragmentation. If that could be achieved, look out. As good as devices like the S3 are now, look for future high end devices to capture even more of the market. It might happen regardless. But branding's important. Will Google take it seriously? I guess Google for the masses has worked out thus far, except perhaps in the tablet market. Having said that, the kids and I love our Nexus 7. They pretty much ignore the iPad now :)

amassey
on Nov 15, 2012

10% for WP would probably be enough to solve the "new app release" developer interest/consumer awareness problem, which one would think would then be more than enough to push it over 10%.

It still just doesn't seem like normal non-tech consumers are buying android because they just love android...the version update numbers prove that.

dregourd
on Nov 15, 2012

2012

We will remember this fall 2012:
First Sandy, and then the end of Windows.
Good bye beloved OS, I spent nights and months with you, but my next phone won't be a Windows Phone, having been cheated by WP7... sigh... I will take a HTC one X or a Nexus...

JohnCz
on Nov 15, 2012

I might agree with you Paul if the smartphone market was mature, but I don't see it that way at all. I see several upcoming business trends and technologies that could shake up the market in significant ways. I'm far from being resigned to the future ahead in mobile.

jlindstrom
on Nov 15, 2012

Android Jelly Bean also feels like windows circa Vista. You have the desktop, the quick launch bar. the button you press to see all the programs, and even live wallpaper (remember windows vista ultimate extras?)

user
on Nov 15, 2012

Android is strong in phone market but I wouldn't be surprised if it gains popularity in other devices as well; TVs, cars (IVI), etc. Android's one of the strong points is its flexibility.

I'm running Android on cheap ($35 - $125) ARM devices; Raspberry Pi, BeagleBoard-Mx and PandaBoard and soon on x86 hardware as well. It's possible to modify the whole stack from the bootloader to the top of UI layers which of course gives companies lots of possibilities. SDK works on many platforms what makes it very easy anyone to start write applications for it - for free if one is using Linux.

It's very interesting to see where Android and mobile OSs market shares are after - well, lets say - a year... but maybe even more interesting is to see what Jolla can do before that ;) [1]

[1] http://www.engadget.com/2012/10/04/jolla-confirms-first-sailfish-os-demo...

Daelen
on Nov 15, 2012

I have to laugh when I read comments from iOS and WP users stating Android sucks because Android users don't love their os.

Most Windows computer users don't like Windows either. They use it because it gets the job done.

It doesn't hurt that Android also looks and works more like the traditional Windows that most people are familiar with than Windows Phone does.

throktaar
on Nov 16, 2012

I went to T-Mobile tonight to see about upgrading 2 HTC HD7s which are at the end of their 2 year contracts. Because of my Family Value Plan, T-Mobile wanted $600 a piece for the new HTC 8X. I've been with them for 12 years and this was how they rewarded customer loyalty. I bought the last 2 HD7s for a whopping $99.00 on a buy one-get one free deal.
T-Mobile is history... and most likely Windows Phone 8...

PM76
on Nov 16, 2012

Paul, I would go as far as saying that Google is the new Microsoft. They totaly own the internet just as Microsoft owned the desktop. As a fan of Microsoft products its difficult not to dismiss the notion that the sun is setting on the Microsoft empire. Hope I'm wrong, but I see a future where Microsoft become another IBM.

saqrkh
on Nov 16, 2012

Android's success in capturing marketshare has more to do with the fact it is pushed the most globally - by OEMs and by carriers. Microsoft can make Windows Phone the greatest OS on earth with the best catalogue of apps, you name it but that (alone) isn't going to eat into Android in any measurable way. If Microsoft wants to take down Android a little bit, then it needs to get the source of its actual success, market availability. This is a two-pronged approach that requires (1) to push Windows Phone as an OS available to all OEMs, just like Windows. However, in addition it requires (2) to limit Android by enticing OEMs to push less of them (and more of WP), and carriers to push more WP and less Android. Get the courts to force Google to charge licensing fees for Android, and/or make Windows Phone 8 available for free or very cheap to OEMs.

bathswana
on Nov 16, 2012

The only benefit for me with Android is the free tethering/mobile hotspot apps that eliminate the extra charges Verizon slaps on. Otherwise I would flip to WP8 tomorrow.

Damaged
on Nov 16, 2012

My opinion of similarities in the phone arena vs. dept stores:

Apple = Nordstroms
MSFT = Target
Android = Walmart

There's a place for all of them.

LVPolaroid
on Nov 17, 2012

Android may be the new windows. They use the MSFT distribution model, software for anyone to use on anything. That's OK I guess. A smartphone has to have something to use as an OS.

I have never used an Android phone. Nothing against Android. It's the carriers that have prevented me from switching. Holding back updates to the OS, OEM makers making the latest greatest obsolete by not upgrading the OS.

Windows phone has no interest for me. I think it's the name. Every bad experience I have ever had on a computer has had the name MICROSOFT attached to it. I am still pissed at the memory hog that was Windows ME. Two other points about MSFT are Windows Phone 7 and the name. WP7 was a waste of about 2 years for the developer community and for people that bought into the latest greatest. I can't fathom why MSFT just didn't bite harder one the bullet and wait until WP8 was ready, or as ready as it could be for introduction.

Finally the name. MICROSOFT Phone 8. Was it ego that required the name Microsoft on the phone? If they were going through all the trouble of a do over or two, why not a fresh start. How about something like Azure (name of model here) and in small print by Microsoft. Again every bad experience I ever had with a computer was with a Microsoft PC. I even had a Motorola XP (I think that was the model) for a week. It was a rotten flip style smartphone that couldn't get a signal 6 feet inside my flat.

In my mid 50's I got a Motorola RAZR with iTune, then an iPod or three then the iPhone and an iPad and finally a MacBook. The RAZR did not suck, the rest performed quite ably and without a learning curb.

I might look at WP8 in 14 months when my present contract is up. Maybe they will have a fully mature ecosystem by then. In the meantime, I stay away from Android. I already have Windows on 2 PCs and don't want to explore the Android/Windows of the mobile platform. At least not until I see better support from the OEMs and carriers when it comes to updates and upgrades. At least I get that from Apple now.

RsEngineer
on Nov 17, 2012

For mobile phone service, I chose to use one of the pre-paid service plans from MVNO (Mobile Virtual Network Operator) PlatinumTel, which rides on the Sprint network. My wife uses a similar company, PagePlus, which rides on the Verizon network. These are very low cost plans which appeal to the budget conscious among us (i.e. most people). Unfortunately, plans like these severely limit our phone choices due to contracts with the major carriers, so we ended up with Android phones. As an engineer, I prefer the openness and flexibility of Android over iOS.

I bring this up because I think there is this huge market of budget conscious people who prefer this type of no-contract, pre-paid, pay-as-you-go plan, and if Microsoft can aggressively exploit that market with Windows Phones, despite interference from major carriers, they can gain some serious market share.

As for Windows Phone OS, I think Microsoft dropped the ball a couple of times over the years by not providing a consistent, evolving OS and App distribution ecosystem that application developers can depend on and easily migrate from version to version, thus steadily building up the Application base, and consequently, Windows Phone market share.

WP8 looks like the beginning of such "consistency".
Is it too late to market? Time will tell.
Will MS keep it going over the long term, allow the application base to develop, and not drop it for something completely different? I hope so...

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