With the help of a strong Galaxy S5 launch and healthy low-end phone demand, Android's (GOOG) U.S., Chinese, EU5, and Japanese shares respectively rose to 61.9% (+990 bps Y/Y), 82.7% (+1130 bps), 73.3% (+150 bps), and 47% (+50 bps) during the March-May timeframe, says Kantar Worldpanel. (PR - .pdf)
Results were mixed for the iPhone (AAPL) ahead of the expected fall launch of 4.7" and 5.5" iPhone 6 models: U.S. and Chinese shares respectively fell to 32.5% (-940 bps Y/Y) and 14.7% (-910 bps), but EU5 and Japanese shares rose to 16.6% (+80 bps) and 51.7% (+210 bps). With March quarter iPhone ASP at $596, revenue shares are bound to be higher.
More evidence large screens are a bigger selling point in Europe (among other places): 17% of European Galaxy S5 buyers said they switched from Apple, while only 8% of U.S. buyers said the same. 58% of European S5 buyers already owned a Samsung (SSNLF, SSNGY) phone.