Linux remains a scrappy contender in the smartphone wars

analysis
Feb 14, 20135 mins

While Android and Apple dominate mobile, Microsoft, BlackBerry, and Linux platforms duke it out for third place

IDC revealed today that to the surprise of nobody, Android and iOS dominate the global smartphone market, holding a combined 91.1 percent market share for the final quarter of 2012 and 87.6 percent for the year. While the ongoing battle for first place between Google and Apple wages on, an interesting race for the bronze medal is shaping up among Microsoft, BlackBerry, and, surprisingly, Linux.

First, though, let’s focus on the duopoly that is Android and iOS: According to IDC, a total of 207.6 million units running Android or iOS shipped during Q4 2012, up 70.2 percent from Q4 2011. For the year, Android and iOS combined for 87.6 percent of the 722.4 million smartphones shipped worldwide, up from 68.1 percent of the 494.5 million units shipped in 2011.

Android dominated the quarter, with 159.8 million Android devices shipping. That represents year-over-year growth of 88 percent, as 85 million Android devices shipped in Q4 2011. For the year as a whole, Android shipped 497.1 million devices worldwide, 104.1 percent more than in 2011, thereby securing the platform a market share of 68.8 percent. In 2011, 243.5 million Android phones shipped across the globe.

Samsung was the biggest contributor to Android’s success, according to IDC, amassing 42 percent of all Android smartphone shipments 2012. “The intra-Android competition has not stifled companies from keeping Android as the cornerstone of their respective smartphone strategies, but it has upped the ante to innovate proprietary experiences,” according to IDC.

Apple, meanwhile, shipped 47.8 million smartphones last quarter, securing a market share of 21 percent for Q4. The company sent out 37 million smartphones in Q4 for 2011, so it saw just 29.2 percent year-over-year growth. For the entirety of 2012, Apple delivered 135.9 million iPhones, up 46 percent from 93.1 million shipped in all of 2011. The company’s total market share for the year held at 18.8 percent.

“What stands out is how iOS’s year-over-year growth has slowed compared to the overall market,” according to IDC. “The smaller volumes during 2Q12 and to a smaller extent 3Q12 underscore the possibility for a mid-year iPhone release in order to maintain market-beating growth. Speculation about the release of possible larger-screen and inexpensive models during the middle of 2013 continues to follow Apple, which would help sustain growth. But until any model is formally announced, speculation remains simply that.”

As to the bottom-dwellers of the top five platforms, BlackBerry has managed to cling to third place, despite seeing its shipments drop by 43.1 percent from Q4 2011 (13 million shipments) to Q4 2012 (7.4 million). The company’s market share for the past quarter was 3.2 percent, down from 8.1 percent a year ago. For the entire year, BlackBerry shipped 32.5 million devices, a 36.4 year-over-year decline from 51.1 million in 2011. The company ended the year with a market share of 4.5 percent, compared to 10.3 percent in 2011.

BlackBerry’s fate is likely tied to the success of BlackBerry 10, which shipped earlier this year. The company’s decision to postpone the release of Version 10 has loosened the company’s “tight grip on enterprise users … and its popularity within emerging markets has been diminished by the competition,” according to IDC. “Now that BlackBerry has unveiled BB10, the company is faced with migrating current BlackBerry users to upgrade while persuading smartphone users of other platforms, including previous BlackBerry users, to switch.”

Microsoft, meanwhile, may have some cause of celebration — or at least optimism. Six million smartphones running Windows Phone/Windows Mobile shipped in Q4 2012, a 150 percent year-over-year increase; only 2.4 million Windows-power smartphones shipped in Q4 2011. Microsoft’s mobile-platform market share for the quarter was 2.6 percent, up from 1.5 percent for Q4 2011.

For the entirety of 2012, 17.9 million smartphones running Windows Phone/Windows Mobile shipped, a 98.9 percent increase over the 9 million that shipped in 2011. IDC pegged Microsoft’s market share for the 2012 at 2.5 percent, up from 1.8 percent in 2011.

Just as Samsung has been integral to Android’s success, Nokia has played a critical role in helping Microsoft gain a greater foothold on the mobile market. “The addition of Nokia’s strong commitment behind the platform was the key driver in Microsoft’s success,” according to IDC. “At the same time, the relationship has benefited Nokia, which amassed 76 percent of all Windows Phone/Windows Mobile smartphone shipments.”

The list of hardware vendors dabbling with Windows Phone beyond Nokia is a short one, IDC observed.

“There is no question the road ahead is uphill for both Microsoft and BlackBerry, but history shows us consumers are open to change. Platform diversity is something not only the consumers have asked for, but also the operators,” said Ryan Reith, program manager with IDC’s Mobile Device Trackers.

Finally, Linux cracked the top five mobile platforms for the quarter: All told, 3.8 million Linux-loaded smartphones shipped in Q4, though that was a year-over-year decrease of 2.6 percent: 3.9 million Linux smartphones shipped in Q4 2011.

Although Linux lost support as a mobile platform from Panasonic and NEC, both of whom moved to Android, IDC said that newcomers K-Touch and Haier making up the difference. “Linux will bear close observation in 2013 as new smartphones for SailFish, Tizen, and Ubuntu are all scheduled to launch this year,” according to IDC. “Still, these new Linux-powered operating systems will require time and investment to gain momentum in the market, making for a slowly growing trajectory.”

Linux did not make a significantly substantial impact in the mobile space to earning a top-five ranking for the year. Symbian finished 2012 with a market share of 3.3 percent, seeing 23.9 million smartphones ship. By contest, 81.5 million Symbian smartphones shipped in 2011, and the platform had a 16.5 percent market share.

This story, “Linux remains a scrappy contender in the smartphone wars,” was originally published at InfoWorld.com. Get the first word on what the important tech news really means with the InfoWorld Tech Watch blog. For the latest developments in business technology news, follow InfoWorld.com on Twitter.