But the odds that Microsoft will overtake Android or the iPhone are steep
On Thursday he released three charts that show:
1. The scale of the opportunity for further smartphone growth
2. The extent to which Apple’s (AAPL) iPhone and Google’s (GOOG) Android are squeezing out the competition
3. The challenge Microsoft (MSFT) faces as it tries to get back into the game
I’m particularly fond of the chart at right because it gives you a sense of how large the U.S. cell phone market really is and how much room for growth it offers smartphone manufacturers.
You can see the other two charts at the Asmyco entry Dediu has titled The third smartphone ecosystem: What are the odds?
The third ecosystem, of course, is Microsoft’s Windows Phone 7, which many analysts believe could capture the lion’s share of the blue sky in the graph above.
Dediu is skeptical. He writes:
One of the great things about Dediu’s Asymco blog, besides the eye-catching graphics, is the quality of the discussion he moderates. As of Friday morning, this post had generated 62 comments. You can add yours here.