Apple 2.0

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In 9 weeks, iPhone share of US smartphone sales grew 17.5%

December 21, 2012: 2:07 PM ET

Apple hit highest-ever 53.3% share by Nov. 25, up from 38.8% in 2011, Kantar reports

Screen Shot 2012-12-21 at 11.40.00 AMFORTUNE -- It's been exactly three months since Apple (AAPL) launched the iPhone 5, and the effect on the data released Friday by Kantar Worldpanel ComTech couldn't be clearer -- at least in the U.S.

In the 12 weeks ending Nov. 25 -- including Black Friday, but not Cyber Monday or the three weeks in December when Apple's supplies finally caught up to demand -- the iPhone registered its highest-ever share of the U.S. smartphone sales: 53.3%, up from 35.8% a year earlier.

"Apple has reached a major milestone in the US by passing the 50% share mark for the first time," said Kantar's Dominic Sunnebo, "with further gains expected to be made during December."

Most of Apple's share came out of Google's (GOOG) and Research in Motion's (RIMM) hides. In the same 12 weeks, Android's share  of U.S. sales in the 12-week period fell to 41.9% (from 52.8% last year), and BlackBerry's fell to 1.4% (from 7%).

Among Apple's competitors, only Microsoft (MSFT) managed to gain any traction, growing its U.S. share to 2.7% from 2.1%.

The picture looks quite different in the rest of the world, especially in countries where the iPhone 's arrival was delayed. Although Apple's share grew in Europe and Asia, Android's gains were bigger. See chart below, courtesy of Business Insider.

Click to enlarge. Via Business Insider.

Click to enlarge. Via Business Insider.

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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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