From the 4th quarter of 2009 to the 4th quarter 2010, Apple's iPhone has seen 80%+ growth and are falling behind. Google has seen a 6 fold increase in smart phone shipments as compared to last year when the first "DROID" smart phones were released. The original Motorola Droid was released in November 2009, Google has since released a couple new models each week since then to take over Nokia in shipments.
Google has been hiring Android developers like mad in an attempt to improve the Android Market and its selection of apps. It appears that Android is also poised to grab a nice slice of the tablet market from the iPad in the coming months and the more than 40 Android tablets expected in 2011. The main hold-up for these tablets is the creation of a "tablet-friendly" version of Android (Honeycomb) OS and Google is expected to officially announce Android 3.0 later this week.
Apple currently offers only the iPhone 4 and iPhone 3GS to compete with the multiple Nokia and Google smart phone handsets...and are getting the last laugh!
Apple currently has around 4.2% of the "entire cell phone market", not only smartphones, and is capable in pulling over half of cell phone profit. The chart below shows the 8 major mobile phone vendors and shows their relative profit shares: HTC, Apple, RIM, LG, Sony Ericsson, Samsung, Motorola, and Nokia.
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