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Strategy Analytics asks 'Is the iPhone honeymoon over?'

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30 July 2010, 9:25 am by: Jonny Evans

Is Apple's iPhone honeymoon over? Well, some analysts reckon so in a slice of wish fulfilment fantasy -- meanwhile others see the growing threat of Android powered gadgets as something to worry about, but perhaps not quite as much as you might believe...“The honeymoon period for Apple in the mobile world is clearly coming to an end,” Strategy Analytics analyst Neil Mawston says before listing a selection of recent Apple criticisms, which mean iPhone is now “more vulnerable to competitive attacks from rivals like Nokia, Android, BlackBerry and Motorola.” But look at the stats:

Global shipments up 43 percent in Q2 Apple has 14% of the smartphone market 3 percent of the handset market

"The company shipped 8.4 million iPhones during the quarter—a nice increase from the 5.2 million it shipped a year earlier, but down from the 8.8 million of the prior quarter," notes All Things D. Strategy Analytics thinks this reflects a slow down in Apple's iPhone sales growth. We'd note the comparative slow down happened in the period news broke of Apple's upcoming iPhone 4. People held out for the new model.Android-based devices do appear to be the most viable competition out there.Bernstein Research analyst Toni Sacconaghi notes that Android phones are now outselling both the iPhone and the Research in Motion (RIMM) BlackBerry, with daily sales of 160,000 Android phones, 120,000 BlackBerries and 95,000 iPhones.That analyst sees Apple abd Google going up against each other in earnest in three years time, when he expects them to have a combined 60 percent of the smartphone market.He recommends Apple adds carriers (so do most US iPhone users and wannabe users). He also suggests introductgion of low cost versions of the iPhone.Sacconaghi’s says "Android is not a near-term threat, but “its very strong sales run rate potentially threatens to undermine Apple’s powerful first mover advantage over time.”

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