Last week, research firm NPD released data showing that Apple's iOS had significantly closed the gap on Android in new U.S. smartphone sales in October and November, narrowing Android's 34 percentage-point lead to just four points in the wake of the iPhone 4S debut.

nielsen 4q11 recent smartphone acquirers
Nielsen now takes a look at its own data, showing similar momentum that had carried over through the end of 2011.

Among recent acquirers, meaning those who said they got a new device within the past three months, 44.5 percent of those surveyed in December said they chose an iPhone, compared to just 25.1 percent in October. Furthermore, 57 percent of new iPhone owners surveyed in December said they got an iPhone 4S.

Breaking the data down into monthly surveys of people who had acquired a new smartphone over the previous three months, that iPhone 4S effect resulted in iOS nearly matching Android in share of recent smartphone acquirers as of December.

Given the three-month windows of time covered by each monthly survey, December's data would include at least several weeks of time prior to the iPhone 4S launch. Data for January could thus show even stronger performance by Apple, although some of the early iPhone 4S adopters may fall out of the January sample due to the three-month window having closed, depending on when during the month the data is collected.

Related Forum: iPhone

Top Rated Comments

raejae Avatar
181 months ago
Siri is a gimmick. The 4S was a bump in specs - not something fully evolutionary in the product line.

Still - there was pent up demand and the fact that you now had Sprint selling the iPhone made a big difference as well.

I get your sarcasm - but it's really not far from the truth.

For somebody who spends 2+ hours a day driving to/from work and communicates mainly via text message, Siri is -not- a gimmick.

This is just one example, but your opinion is not fact. There are many people (myself included) for whom Siri is the killer feature that made them buy the product. I was prepared to hunker down and get another year out of my 3GS until I saw this feature.
Score: 11 Votes (Like | Disagree)
*LTD* Avatar
181 months ago
Just a couple of models achieving this against a veritbale flood of OEMs running a universally-licensed OS.

No surprise, though. Apple's nailed a strategy that lasts over the long term.
Score: 10 Votes (Like | Disagree)
*LTD* Avatar
181 months ago
US != the world.

US = a massive market, and arguably one of the most coveted. The US market can do wonders for your brand power.

It speaks to the strength of Apple products when with just a couple of models they can capture significant share (all under one roof, never mind tons of OEMs.)

Now, given that, imagine what it means for a product like that to capture majority or near-majority share, in the wake of a market flooded by OEMs running a universally-licensed OS.
Score: 6 Votes (Like | Disagree)
coder12 Avatar
181 months ago
You should not be using your phone while driving. If anything Siri made things worse not better as now you can feel you can txt while driving.

People will always text and drive, as long as there are cell phones at least. I'd rather have someone watching the road and texting while driving rather than someone staring at their crotch, texting, and driving.

On the other side of things, for those who nay-say against Siri, she certainly rocks when it comes to Speech to Text; seriously, I haven't typed a single message in a long time without using STT.
Score: 4 Votes (Like | Disagree)
Xenc Avatar
181 months ago
Poor BlackBerry.
Score: 4 Votes (Like | Disagree)
eTron Avatar
181 months ago
US = a massive market, and arguably one of the most coveted. The US market can do wonders for your brand power.

It speaks to the strength of Apple products when with just a couple of models they can capture significant share (all under one roof, never mind tons of OEMs.)

Now, given that, imagine what it means for a product like that to capture majority or near-majority share, in the wake of a market flooded by OEMs running a universally-licensed OS.

I signed in just to say... Well said!
Score: 3 Votes (Like | Disagree)

Popular Stories

iOS 26

When Will Apple Release iOS 26.2?

Monday December 1, 2025 4:37 pm PST by
We're getting closer to the launch of the final major iOS update of the year, with Apple set to release iOS 26.2 in December. We've had three betas so far and are expecting a fourth beta or a release candidate this week, so a launch could follow as soon as next week. Past Launch Dates Apple's past iOS x.2 updates from the last few years have all happened right around the middle of the...
Sad Siri Feature

Apple AI Chief John Giannandrea Retiring After Siri Delays

Monday December 1, 2025 2:16 pm PST by
Apple AI chief John Giannandrea is stepping down from his position and retiring in spring 2026, Apple announced today. Giannandrea will serve as an advisor between now and 2026, with former Microsoft AI researcher Amar Subramanya set to take over as vice president of AI. Subramanya will report to Apple engineering chief Craig Federighi, and will lead Apple Foundation Models, ML research, and ...
Netflix Smaller 4

Netflix Kills Casting From Its Mobile App to Most Modern TVs

Monday December 1, 2025 4:36 am PST by
Netflix has quietly removed the ability to cast content from its mobile apps to most modern TVs and streaming devices, including newer Chromecast models and the Google TV Streamer. The change was first spotted by users on Reddit and confirmed in an updated Netflix support page (via Android Authority), which now states that the streaming service no longer supports casting from mobile devices...
Cyber Week Deals 2025

Best Cyber Week Apple Deals Include Big Discounts on AirPods, Apple Watch, and More

Sunday November 30, 2025 7:33 am PST by
Cyber Week is here, and you can find popular Apple products like AirPods, iPad, Apple Watch, and more at all-time low prices. In this article, the majority of the discounts will be found on Amazon. Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site running. Specifically,...
maxresdefault

iPhone Fold: Launch, Pricing, and What to Expect From Apple's Foldable

Monday December 1, 2025 3:00 am PST by
Apple is expected to launch a new foldable iPhone next year, based on multiple rumors and credible sources. The long-awaited device has been rumored for years now, but signs increasingly suggest that 2026 could indeed be the year that Apple releases its first foldable device. Subscribe to the MacRumors YouTube channel for more videos. Below, we've collated an updated set of key details that ...
Touchscreen MacBook Feature

Here Are the Four MacBooks Apple Is Expected to Launch Next Year

Monday December 1, 2025 5:00 am PST by
2026 could be a bumper year for Apple's Mac lineup, with the company expected to announce as many as four separate MacBook launches. Rumors suggest Apple will court both ends of the consumer spectrum, with more affordable options for students and feature-rich premium lines for users that seek the highest specifications from a laptop. Below is a breakdown of what we're expecting over the next ...
studio display purple february

M5 iPad Pro Could Hint at New Studio Display Feature

Sunday November 30, 2025 10:30 am PST by
The updated specs of the M5 iPad Pro may point toward a major new feature for Apple's next-generation Studio Display expected in early 2026. Apple's latest iPad Pro debuted last month and contains one display-related change that stands out: it can now drive external monitors at up to 120Hz with Adaptive Sync. The feature should deliver lower latency, smoother motion, and fewer visual...
iPhone Pocket Short

iPhone Pocket is Now Completely Sold Out Worldwide

Tuesday November 25, 2025 7:16 am PST by
Apple recently teamed up with Japanese fashion brand ISSEY MIYAKE to create the iPhone Pocket, a limited-edition knitted accessory designed to carry an iPhone. However, it is now completely sold out in all countries where it was released. iPhone Pocket became available to order on Apple's online store starting Friday, November 14, in the United States, France, China, Italy, Japan, Singapore, ...
ios 18 to ios 26 upgrade

Apple Pushes iPhone Users Still on iOS 18 to Upgrade to iOS 26

Tuesday December 2, 2025 11:09 am PST by
Apple is encouraging iPhone users who are still running iOS 18 to upgrade to iOS 26 by making the iOS 26 software upgrade option more prominent. Since iOS 26 launched in September, it has been displayed as an optional upgrade at the bottom of the Software Update interface in the Settings app. iOS 18 has been the default operating system option, and users running iOS 18 have seen iOS 18...
iOS 26

What to Expect From Apple This December: iOS 26.3 Beta, Replay 2025, and More

Monday December 1, 2025 8:40 am PST by
The calendar has turned to December, and the quieter year-end holiday season is now upon us. Nevertheless, we can still expect a few things from Apple this month. Apple previously announced that iOS 26.2 will be released to the general public in December, and we can expect corresponding updates to be released as well, including iPadOS 26.2, macOS 26.2, watchOS 26.2, tvOS 26.2, and visionOS...