Tuesday, July 26, 2011

Android O/S continues to gain traction

Android O/S continues to gain traction
Recent reports from Nielson, Canalysis and Comscore provide terrific insight into Android's market penetration which is mostly at the expense of RIM's Blackberry O/S and Nokia's Symbian O/S. 
At this point it appears to be a two horse race between Google and Apple. 

Android is number 1 in Smartphone O/S during Q2 2011. Nielsen reported that
55% of all new mobile-phone sales in the U.S. from March through May were
Smartphones, for the first time Smartphones outsold feature phones. Nielsen reported 38% of all phones in use in the US were  Smartphones versus 34% in the prior period/year.

Google’s Android O/S  is responsible for the majority of that growth.  Thirty-eight percent
of new U.S. Smartphone buyers purchased an Android handset during the three month
period.  Android's growth trajectory should continue along the same lines as the O/S matures and evolves.  We learned at Google I/O that the next big release in Q4 2011 will be Ice Cream Sandwich which will be an advanced version of the O/S that combines some of the advances in Honeycomb tablet version that can run on either a phone or a tablet.  That will certainly be helpful to LifeSignals as we see more interest and traction in the Health Care space on the new tablet devices.  

Friday, July 15, 2011

Google's Android races to the top

Google's Android races to the top
When we attended Google IO in early May Google announced that Android activations had hit the mind-blowing rate of 400,000 devices per day.  About two weeks ago Andy Rubin announced that activations had increased to 500,000 per day.  In yesterday's earnings conference call, Google founder and CEO Larry Page said the company is activating 550,000 Android phones per day now.  Comscore released data last week that 49% of all Smartphones sold in May were Android.  Google also released that Android activations have reached 135 million devices, with 400 models available globally. 

These are staggering numbers that must even make Apple worried.  I would not want to be at RIM or Nokia and be processing these numbers and evaluating how to survive. 

From LifeSignals perspective, we continue to be validated that we chose the right operating system to launch our Mobile Health Platform.  Our rationale was low cost, open source, and diversity of suppliers.  We are fortunate to have made this decision and will reap the benefits as a Google continues its amazing growth.