Analyst report suggest that Android Market Share has peaked in March and is now on its way down.
In April IDC market analyses showed for the first time a decline of Android market share in the United States. Needham analyst Charlie Wolf used this as a basis for a report to his clients arguing that Android has peaked in March and is now on its way down. He sees the release of the iPhone 5 this Fall accelerating the shift of Android users to iPhone users accelerating.
The decline of Android market share is directly attributed to the availability of the iPhone 4 on Verizon. I agree that the release of the iPhone 5 on Verizon will trigger dramatic sales. The iPhone 5 will be the hottest selling smartphone on Verizon this year. This is easy to achieve as the Android phone offering is many individual phones customers can choose from. If in the end the iPhone ends up with a higher market share remains to be seen.
Apple is adding a ton of new features in iOS 5 and the iCloud will launch with the new iPhone 5. If Apple can somehow add something "magical" to the new iPhone 5 hardware I can imagine that the iPhone will be able over take Android by the end of the year. Andorid has currently a market share of 49.5% in the United States. Apple stands at 29.5% (gained 12% in one quarter).