Lomg before Apple even hinted that the iPhone would be available from Verizon, there was a lot of doomsday speculation that huge number of AT&T iPhone customers would defect to Verizon to get improved call quality (fewer dropped calls). However, while Verizon now has an estimated 23.9% of U.S. iPhone customers, it appears that defections from AT&T is not the only big factor.
Verizon’s Android share down dramatically following iPhone 4 launch (AppleInsider)
Chikita Insights’ estimates indicates that Verizon’s Android Marketshare shrank from 51.4% in March to 41% this month. AT&T’s Android marketshare rose from 3.6% to 8.7% in the same time period. T-Mobile and Sprint’s marketshare did not change significantly while the tiny carriers saw upticks in marketshare. Chikita is quoted as saying that Verizon’s Android marketshare dip is due to Verizon’s iPhone 4 sales. While the availability of the iPhone 4 almost certainly affected Verizon’s Android marketshare, an alternative explanation is that AT&T and the small carriers (e.g., MetroPCS, Virgin and US Cellular) simply started selling more Android phones in the past six months. The overall growth of Android phone sales in that time period supports this assumption.