A new study suggests that it’s the manufacturers that build their own OS
Viewed by operating system, Google’s (AAPL) Android appears to be pulling ahead in the U.S. smartphone race, with a 29% share of sales over the past two months compared with Research in Motion’s (RIMM) BlackBerry and Apple’s (AAPL) iOS — neck and neck with 27% each.
But a Nielsen report issued Thursday suggests that from the manufacturers’ point of view, the race looks very different:
Asymco‘s Horace Dediu points out that not only are RIM and Apple’s volumes higher, as Nielsen’s chart indicates, but so are their margins and profit share.
Also on Fortune.com:
- Dooce was paid to switch to Droid
- Mobile OSs: And then there were 10
- Apple & Android: 50% of smartphones
[Follow Philip Elmer-DeWitt on Twitter @philiped]