Apple ships only one phone, the iPhone. And it became the single largest smartphone in the U.S., surpassing all Blackberry phones combined (with RIM shipping an estimated 5.1 million phones, or 24 percent). Apple’s market share in the U.S. jumped 4.5 percent from the second quarter, but the collective share of all the Android handsets now on the market jumped by nearly 10 percent (from 34 percent).

On a worldwide basis, Canalys puts Android’s share at about 25 percent, also larger than the iPhone’s global share of 17 percent (and RIM’s 15 percent). These numbers are surprising given the fact that Apple claims to be activating 275,000 iOS devices a day, with Google a bit lower. Activations and shipments are different, but they should be more or less in line with one another. The numbers that have come out from both Apple and Google suggest that Android and iOS devices are neck-and-neck, not that Android is a length ahead. But Apple’s activation numbers include more than just iPhones (iPads are in there too).

Other market research firms such as Nielsen and Gartner have yet to release their third quarter estimates. Will their numbers tell the same story as the Canalys numbers?

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Authors: Erick Schonfeld

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