Andy Rubin, Google Android Lead, has tweeted that Google activates 500,000 devices per day now and that the rate is growing by 4.4% each week. There were some reports over the last months that saw Android declining. Others see Apple to dramatically cut into the Android growth this fall with the release of the iPhone 5. Apple said in January that they activate 366,000 iOS devices per day. It is hard to say how much this number has changed since then.
It is clear that Android is growing a lot in the low-end segment with new budget priced Android handset for pre-paid customers. This success is one reason why the Apple iPhone Lite rumor is making sense. There are other reasons on why Apple is not going to compete at the low end as we highlight in this report from yesterday.
This fall will be a crucial point in the mobile OS wars. One outcome I could imagine could be that Android loses market share in the United States this fall to Apple, but still continue to dominate by far globally.