updated 01:20 pm EDT, Tue April 3, 2012
comScore February data shows Android tipping point
Android now makes up more than half of all smartphones sold in the US, comScore found on Tuesday. As of February, Google's platform had climbed to 50.1 percent, giving it an absolute majority of the country's smartphone share. The iPhone was still gaining share, however, and was now up to 30.2 percent.
As before, Android's gains were coming at the expense of others besides Apple. Much of it could be attributed directly to the BlackBerry, which in falling to 13.4 percent declined exactly as much as Android had grown over the past three months. Microsoft's combined Windows Phone and Mobile share was down to 3.9 percent.
In spite of Android growing faster, Apple still gained its own win by eclipsing Motorola in overall cellphone market share for the first time. It now had 13.5 percent, or third place, where the one-time frontrunner was down to 12.8 percent. Samsung, while in front, was flat at 25.6 percent. Most of Android's gain came from HTC.
The gains reinforce the view that the US market is increasingly an OS duopoly between Apple and Google that is pushing other platforms to the margins. It helps explain AT&T's determination to make the Lumia 900 succeed, as it faces the risk of having only two OS providers and less of a bargaining chip to pressure Apple or Google into accepting certain changes.