After the Verizon iPhone launched in the U.S., Android suffered its first quarterly decline
The chart at right, taken from a note Needham’s Charlie Wolf sent to clients Monday, could be labeled “The Verizon iPhone Effect.”
Using IDC data, Wolf shows Apple’s (AAPL) share of the U.S. smartphone market gaining 12.3 percentage points to 29.5% in the March quarter while Android’s share in the U.S. fell from 52.4% to 49.5% — its first sequential loss in any region of the world since early 2009.
Despite Apple’s gains in March, Wolf describes the launch of the iPhone for Verizon (VZ) in February as “tepid.”
Below the fold: Wolf’s fever chart of the worldwide smartphone market. Note the sharp decline of Nokia’s (NOK)‘s share over past year and the gradual leveling off of Android’s share growth after Google’s (GOOG) extraordinary run in 2010.