RIM, Nokia Should Continue To Lose Device Market Share To Google, Apple

by: Zvi Bar

According to a comScore report released late last week, the Android OS, by Google (GOOG) and the iOS, by Apple (AAPL), continue to grow their share of the U.S. smartphone market. Android made up 46.9% of the U.S. smartphone market share at the end of November, followed by iOS at 28.7%. Android grabbed an additional 3.1% of the market, while iOS absorbed an additional 1.4%. These two smartphone powerhouses continue to grab market share while their competitors continue to lose it.

The Windows Phone OS by Microsoft (MSFT) also lost one half of 1% of the total market, and now controls 5.2% of the U.S. smartphone market. Symbian, by Nokia (NOK), controls a mere 1.5% of the total U.S. market, down from 1.8% at the end of August.

Research in Motion (RIMM) and its struggling Blackberry OS kept its third place position, but it did lose 3.1% of the smartphone platform market and now controls 16.6% of the U.S. smartphone market. This equates to a 15.7% decline from its prior market share. Below is a table of these smartphone platform market share changes.

Click to enlarge:

Click to enlarge

Google Android's continuing OS growth was not uniform amongst all Android manufacturers, with LG and Motorola (MMI) both recognizing reductions to their share of the U.S. mobile subscriber market. Samsung, which was already the largest manufacturer, controlling over a quarter of the total mobile device market, absorbed another 0.3% of the total market share.

Apple's also added 1.4% of the mobile device manufacturing market, and now controls 11.2% of the mobile market, including the non-smartphone market. This increase as a manufacturer represents the largest market share growth, largely due to Apple's release of the 4S phone in October. Nonetheless, as an operating system, Android still outgrew it.

LG continued to be the second largest mobile phone manufacturer, controlling 20.5% of the U.S. mobile market. This represented a loss of one half of 1% of the total U.S. mobile subscriber market. Similarly, Motorola held onto the third place spot, but lost 0.3% of the mobile market and now represents 13.7% of the phone market.

Below is a breakdown of mobile manufacturer market share. (Click to enlarge)

Click to enlarge

Research in Motion lost 0.6% of the total U.S. phone market and now controls 6.5%. This represents a decline of 8.45% compared to its market share at the end of August. Much of the continued growth of iOS and Android remains at the expense of Research and Motion and Nokia, whose smartphone OS options are being deemed not smart enough to compete against the new wave of technology. Without new offerings from these struggling manufacturers and their OSs, it is likely that their share will continue to decline within 2012.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Disclaimer: This article is intended to be informative and should not be construed as personalized advice as it does not take into account your specific situation or objectives.