Consumer Smart Phones: 90 Day Outlook
Google Android Eruption Continues to Transform Market
March 26, 2010
Jean Crumrine and Paul Carton

Quick Snapshot
Companies: AAPL, GOOG, MOT, MSFT, PALM, RIMM, HTC
Categories: 2Q Smart Phone Demand, Impact of Android, Current Market Share Breakdown,
                        Customer Satisfaction for Smart Phones and Operating Systems

Bottom Line: ChangeWave's latest smart phone survey of 4,040 consumers shows the Google (GOOG) Android mobile operating system is continuing to have a massive and transformational impact on the smart phone market.

The March 9-23 survey provides a look at the meteoric rise of the Android OS and resulting pressure it's putting on smart phone competitors in general, and Palm (PALM) and RIM (RIMM) in particular.

The Rise of the Android OS – ChangeWave Survey Results
Looking ahead, 30% of those planning to buy a smart phone in the next 90 days saying they'd prefer to have the Android OS on their new phone – 9-pts higher than in December and a five-fold increase from just six months ago.

Here's a look at the change in mobile OS preferences among future smart phone buyers:

For the full report, contact ChangeWave Research at: inquiries@changewave.com


Customer Satisfaction
Operating Systems. 65% of the respondents using the Android OS on their smart phone say they're Very Satisfied – second only to the industry leading Apple iPhone (76% Very Satisfied).

Smart Phones. No other manufacturer comes close to the level of Apple, with 77% of iPhone owners saying they're Very Satisfied. Note that RIM has fallen to 4th place after its sixth consecutive decline.


Future Market Share – Motorola Momentum Continues
Motorola (16%) remains the biggest beneficiary of the monster wave of demand for Android OS phones, with the popularity of its Droid model.

At the same time HTC (12%), which produces several Android phones – including the Google Nexus One – has also picked up 3-pts in terms of future buying.

The chart below clearly shows the impact Android OS phones are having on the smart phone market:


Companies Covered in the Complete Report
Apple (AAPL)
  
Google (GOOG)
 
Motorola (MOT)
  
Research In Motion (RIMM)
 
Palm (PALM)
  
Microsoft (MSFT)


For the complete report,
contact ChangeWave Research at:
inquiries@changewave.com
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