Retailers who are wondering whether they'll need to support mobile commerce on smartphones other than Apple's (NASDAQ:AAPL) iPhones and Google's (NASDAQ:GOOG) Android phones may not have to wonder much longer. Those two are pushing out the rest, according to new numbers from Kantar.
In particular, Kantar said on Monday (July 8) that over the three months ending in May, Android's share held steady at 52 percent of the U.S. market. Thanks in part to the addition of T-Mobile as a U.S. carrier, iPhone's share rose to 41.9 percent from 38.4 percent.
That shrinks the share left for everyone else—BlackBerry, Windows and all the other smartphone operating system wannabes—to about 6 percent of the market, down from almost 10 percent. That might still be a significant group of customers if they were all using a single flavor of phone, but the fragmented nature of that shrinking segment means a single generic NINA (Not iPhone, Not Android) mobile retail site may be the way to go.
Interestingly, more than half the T-Mobile smartphone customers (53 percent) were upgrading from a feature phone. That's much higher than the typical industry average of 45 percent first-time smartphone customers, according to Quartz, which reported the Kantar data. That suggests Apple is snagging more first-timers—which Apple needs—and is stealing the oxygen from everyone except Android.
That's not to say Android is in trouble—across the rest of the world, Android's share is almost 70 percent. But for M-Commerce in the U.S., this is increasingly a two-player game—and the Other category is on the verge of disappearing entirely.
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