A snapshot of the global smartphone market as of Oct. 1


Philip Elmer-DeWitt is a senior editor at Fortune.

Asymco's Horace Dediu has published a series of charts that show as clear a picture as you are likely to see of the state of the global mobile phone market today. The one shown here -- of smartphone shipments in Q3 2011-- comes with several caveats.

  • The dip in Apple's (aapl) iOS shipments reflects the fact that the transition from the iPhone 4 to the 4S was telegraphed to consumers through the press, suppressing sales in the quarter.
  • The extraordinary growth in Google (goog) Android (and Android-like) phones is tempered by Dediu's estimate that as many as 10 million of the nearly 70 million shipped in the quarter may be sitting unsold in warehouses.
  • The chart does not show the 69% of mobile phones shipped in the quarter that were not smartphones. For that, and Dediu's analysis, click here.
All products and services featured are based solely on editorial selection. FORTUNE may receive compensation for some links to products and services on this website.

Quotes delayed at least 15 minutes. Market data provided by Interactive Data. ETF and Mutual Fund data provided by Morningstar, Inc. Dow Jones Terms & Conditions: http://www.djindexes.com/mdsidx/html/tandc/indexestandcs.html. S&P Index data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. Terms & Conditions. Powered and implemented by Interactive Data Managed Solutions