NPD and comScore released quarterly research figures over the last few days which suggested that Android was beating out iPhone in the U.S. marketshare. However, some digging into the numbers show that might not be the case. According to the financial results directly from the major carriers, AT&T, Verizon, and Sprint (who account for 80% of all U.S. smartphone sales according to Yankee Group), iPhone should have around 50% of the pie, not 29% as NPD suggested, or 30.7% by comScore's calculations. In light of the questioning, comScore commented that among the top three carriers, iPhone growth beat Android's (13% versus 11%) but sales from regional carriers and T-Mobile closed the gap. NPD meanwhile explained that they track sales, which is separate from activations reported from carriers, and can include prepaid and refurbished phones. Plus, NPD figures Verizon, AT&T, and Sprint account for 60% together, not 80%, and "significantly below 90%".

All of that said, there's significant debate as to who's in the lead in the U.S. Internationally, IDC reported that Samsung claimed 29.1% of all smartphones last quarter compared to 24.2% from Apple. Unless IDC's numbers are skewed too, it's hard to imagine the U.S. iPhone market share being twice that of the global rate, but really, it's hard to know who to believe at this point. One thing is for sure though -- Apple is still the most profitable of all of the smartphone manufacturers, and that's a significant measure of success. The latest numbers from Asymco suggest Apple snagged 73% of the smartphone market's total profits, followed by Samsung with 26%. HTC was the only other company to show a profit, at 1%. Everyone else lost money, some by staggering amounts.

Do you see more iPhone or Android devices out in the wild? Is it a overwhelmingly one way or the other? Do you see Android taking up a significant bite of the U.S. market share as NPD and comScore are suggesting, or is it more of an even split with iPhone?

Source: TechCrunch, BusinessInsider, Asymco

The loyalty of Apple customers is well-documented, but according to the latest research data from NPD, iOS devices are doing a good job of raking in new customers, too. For over one in four iPad owners, the tablet is their very first Apple product. 33% of U.S. homes have an Apple product nestled inside somewhere, and of them, one in five houses an iPad - just about as many as those that own Mac computers. The trend marks a decline in iPod as the primary gateway to the wonderful world of Apple for many consumers; within the last two years, 57% reported the iPod as their first Apple gadget, versus 70% historically. One particularly interesting statistic uncovered by NPD is that almost 30% of Apple fans have a smartphone that isn't an iPhone.

One of the hallmarks of Apple products is their simplicity, which means a nice, low barrier for entry when it comes to late adopters. Android, by comparison, tends to be overwhelming for the less technologically-inclined. The fact that the iPad is appealing just as much to first-timers as Mac computers adds at least a bit of credence to Apple's supposed "post-PC" era, but those that are late to the game with gadgets likely have modest computing demands, and for them, the iPad is all the computer they need. I would be curious to hear about how many of those new iPad owners move on to get a Mac of any kind. Also, how many of these first-time Apple owners are hardened PC or Android users migrating to iOS or OS X?

Was the iPad your first Apple product? Did you manage to convince any friends to switch to Apple with the new iPad? I could imagine it's getting harder and harder to say no to Apple products these days, regardless of which part of the computing world you're coming from...

Source: NPD

So while Apple is ramping up production of the iPhone 3G, it looks like the rest of the cell phone industry is in a serious slump. Kind of. According to the NPD, (via Ars Technica) only 28 million cell phones were sold this quarter representing a 13% year-to-year decline. But looking specifically at the model-by-model numbers, it looks like everyone is enjoying success on Motorola's dime.

"Quarterly unit-sales of handsets fell to their lowest level, since NPD begin tracking the category in 2005," NPD director of industry analysis Ross Rubin said in a statement. "Even so, most major manufacturers picked up market share that was lost by Motorola."

In related news, MobileSafari has been on an absolute tear since the release of the iPhone 3G. According to Analysts, (via MacDailyNews) MobileSafari has nearly doubled its market share to 0.31% since the launch. Doing rudimentary math, having more handsets on the market that are twice as fast as the old one, well, I guess it adds up.

And to top it all off, our friends at Engadget have created an iPhone specific web page. Why, you ask? Because in 2008, the iPhone/iPod Touch Family has accounted for nearly 96% of all mobile views on their full Engadget site. That's just jaw dropping.

So that's the state of the industry. Surprised that the iPhone 3G has had such an effect on the numbers? What's to come?