Is the iPhone taking Android sales away from Verizon?

A report has come out from market analysis blog Asymco which states that Android is not helping Verizon win the war against Apple and the iPhone. By comparing sales data between AT&T and Verizon, and looking at the sales of Android devices versus and sales of the iPhone, the following conclusion have been reached:

  1. The iPhone has stolen their growth
  2. They are facing the prospect of a single OS platform supplier
  3. Android is not competitive vs. iOS

Now, what specifically are they basing these conclusions on? Between Q1 and Q3 of this year, sales for the iPhone grew from 2.7 million to 5.7 million, whereas Verizon’s sales increased from only 2.7 million to 3.3 million in the same time frame. Obviously this is an impressive growth rate for the iPhone, but keep in mind this influx is in large part to the release of the iPhone 4.

I think the argument that Android is not competitive with iOS is a bit of a stretch, especially considering Android’s marketshare coupled with the recent milestone of 300,000 device activations per day. Is the iPhone taking Android sales away from Verizon? Probably. Is it quite as daunting as this report stipulates? Probably not.

I predict that next year will be a big year for Android, with a whole slew of better, faster devices coupled with the influx of tablets that will be rocking Android 3.0.

One must also consider the rumors that Verizon will begin selling the iPhone early next year. If this happens, we may see a dip in Verizon’s Android sales in favor of a Verizon iPhone. I suppose only time will tell really, but I do not see Android’s growth slowing down because of the iPhone, on any carrier.

[via IntoMobile]

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