In the September quarter, iOS ceded some ground to Android in terms of smartphone market share, prompting Charlie Wolf with Needham & Co. to suggest Google’s OS is gradually moving to dominate the entire segment. While accounting for 64.1% of all handsets sold in the second quarter, Android saw this figure grow to 72.4% by end of the fall. To compare, the iOS share slid from 18.8% to 13.9% quarter-over-quarter.
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On Tuesday, AT&T announced its sales results for the second quarter, with the iPhone accounting for 73% of all smartphone sales. During the three-month span, the company managed to sell 3.7 million units, 22% of iPhone users being new to the carrier. In total, AT&T shipped 5.1 million handsets during the quarter. In terms of user base, that translates into 43.1 million of postpaid smartphone subscribers (61.9%), up from last year’s 34.1 million (43.1%).
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In his latest investor note, Needham & Company analyst Charlie Wolf upped his iPad shipment projection for the June quarter from 13.5 million to 20 million tablets. According to his own words, the original figure he provided in April was “hastily estimated,” which is why his updated forecast is so much more optimistic.
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