Apple 2.0

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Android vs. iPhone: Hare and tortoise?

December 30, 2011: 6:42 AM ET

Google's U.S. market share continues to grow against Apple, but at a much slower pace

Data: ComScore. Charts: PED

"In case you needed more proof that Android is walloping iOS," writes Steve Kovach in Thursday's Business Insider, "ComScore's three-month report on mobile subscribers (ending in November) is out."

He points out, as others have, that Apple's (AAPL) smartphone market share grew a bit, from 27.3% to 28.7% over the past three months. But, he writes, "Google's Android platform is still crushing it with 46.9% of the smartphone market in the U.S."

But if you take a broader look at comScore's data over the past 12 months, the race is not quite as one-sided as Kovach et al. would have it.

Over the past year, Apple's market share has grown slowly but steadily month over month. Google's (GOOG) rate of market share growth, by contrast, has dropped sharply, from a high of 20% last January to a new low of 1.3% in comScore's November data.

In fact, in the report that Kovach offers as more proof that Android is "still walloping" iOS, Apple's market share actually grew faster month over month than Google's.

UPDATE: Asymco's Horace Dediu has taken a deeper look at comScore's data. You can read his analysis here.

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About This Author
Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

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