Wednesday, June 29, 2011

Google Reports 500,000 Android Activations Each Day

Google Relevant Products/Services reported Tuesday that the number of Android devices being activated daily continues to soar. "Over 500,000 Android phones" are currently being activated each day on average, said Google Vice President of Engineering Andy Rubin in a Tuesday morning tweet.

He previously had reported 400,000 Android activations per day in April, 300,000 last December, 200,000 in August 2010, and 60,000 in January 2010. On Tuesday, Rubin noted that Android activations have been growing 4.4 percent week over week.

Google told media outlets last September that the Android provider only counts the number of Android devices that become activated for Google services each day. So the half-million figure reported by Rubin Tuesday only represents a portion of the total number of new Android-based devices entering the global marketplace daily.

The Clear Leader

Google's current Android activation count covers smartphones from multiple manufacturers, whereas Apple's iOS activation figures always include a significant number of iPad Relevant Products/Services and iPod touch devices in addition to the iPhone. "Combining iPhone, iPad and iPod touch, we reached just under 189 million cumulative iOS device sales through the end of the March quarter," Apple CFO Peter Oppenheimer told investors in April.

Based on Apple's report of selling 4.7 million iPads and more than 5.6 million iPod touch units in the company's latest business Relevant Products/Services quarter, the two products could account for as many as 114,000 new iOS activations per day. Combined with Apple's iPhone activations, Apple may have been activating about 325,000 devices daily during the first thee months of this year, industry observers estimate.

Moreover, Apple remains the undisputed king of tablet Relevant Products/Services activations -- an area in which Android hasn't yet gained significant market traction. According to the latest figures from Net Applications, the iPad accounted for 92 percent of all online browser activities by tablet users in May.

By contrast, Android-based tablets from rivals Samsung and Motorola collectively accounted for less than two percent of all online tablet activity last month. "In other words, the iPad has 53 times the usage share of its nearest competitor," Net Applications noted in a blog.

Long-Term Dominance

Apple's tablet rivals are expected to keep chipping away at its iPad lead this year and beyond. "For the overall market, we estimate tablets to grow 222 percent year over year," noted Piper Jaffray analyst Andrew Murphy. By contrast, Apple's iPad sales are only expected "to grow 114 percent year over year in calendar year 2011," Murphy said. But he noted the comparison was limited to a partial year of iPad sales in 2010. (continued...)

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