
Here’s the rundown: Google gained a huge 2.7 percent of the market, moving from 2.5 percent in September to 5.2 percent in December. Meanwhile, Palm fell massively from 8.3 percent to 6.1 percent over the period. Both RIM and Microsoft lost one percent of market share, with RIM dropping from 42.6 percent to 41.6 percent, and MS from 19 percent to 18 percent. Apple gained 1.2 percent overall, jumping from 24.1 percent to 25.3.
Interesting numbers...looking at this I realized I'm already working from a unfounded assumption that the mobile battle is 100% Android vs. iPhone, but there are so many more players when you step back to think about it.
It seems like the key thing that needs to shake out is Apps -- what and how many platforms will ultimately attract developers -- but aside from that, the mobile world can probably support multiple platforms for some time to come.
If you're a Blackberry or Palm partisan, for instance, I doubt you're going to see an explosion of apps, but you might already have good enough stuff built in; Microsoft users are probably most worried about extending Outlook and Exchange to their phones and don't need thousands of additional apps.
Of those mentioned, I think Palm is perhaps in the most trouble unless they get a killer app ramped up soon. Ms. D loves her Palm (nee Treo) for reporting tasks, messaging, its connectivity to Palm Desktop, and its un-smartphone-like battery life. Most of that Treo-ness was designed out of the Palm Pre series, unfortunately, so it's not like she's got a direct upgrade path from Treo to Pre. (Nobody is supporting Palm Desktop anymore, which gives me headaches trying to help her connect and sync.) So her next step is a question mark -- potentially an iPhone, if it moves from AT&T, or some sort of Android that catches her eye down the road.