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

15 New Things Your iPhone Can Do in iOS 26.2

Friday December 5, 2025 9:40 am PST by
Apple is about to release iOS 26.2, the second major point update for iPhones since iOS 26 was rolled out in September, and there are at least 15 notable changes and improvements worth checking out. We've rounded them up below. Apple is expected to roll out iOS 26.2 to compatible devices sometime between December 8 and December 16. When the update drops, you can check Apple's servers for the ...
Intel Inside iPhone Feature

Apple's Return to Intel Rumored to Extend to iPhone

Friday December 5, 2025 10:08 am PST by
Intel is expected to begin supplying some Mac and iPad chips in a few years, and the latest rumor claims the partnership might extend to the iPhone. In a research note with investment firm GF Securities this week, obtained by MacRumors, analyst Jeff Pu said he and his colleagues "now expect" Intel to reach a supply deal with Apple for at least some non-pro iPhone chips starting in 2028....
ive and altman

Jony Ive's OpenAI Device Barred From Using 'io' Name

Friday December 5, 2025 6:22 am PST by
A U.S. appeals court has upheld a temporary restraining order that prevents OpenAI and Jony Ive's new hardware venture from using the name "io" for products similar to those planned by AI audio startup iyO, Bloomberg Law reports. iyO sued OpenAI earlier this year after the latter announced its partnership with Ive's new firm, arguing that OpenAI's planned "io" branding was too close to its...
iPhone 17 Pro Cosmic Orange

10 Reasons to Wait for Next Year's iPhone 18 Pro

Monday December 1, 2025 2:40 am PST by
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models at the same time, which is why we often get rumored features months ahead of launch. The iPhone 18 series is no different, and we already have a good idea of what to expect for the iPhone 18 Pro and iPhone 18 Pro Max. One thing worth...
Photos App Icon Liquid Glass

John Gruber Shares Scathing Commentary About Apple's Departing Software Design Chief

Thursday December 4, 2025 9:30 am PST by
In a statement shared with Bloomberg on Wednesday, Apple confirmed that its software design chief Alan Dye will be leaving. Apple said Dye will be succeeded by Stephen Lemay, who has been a software designer at the company since 1999. Meta CEO Mark Zuckerberg announced that Dye will lead a new creative studio within the company's AR/VR division Reality Labs. On his blog Daring Fireball,...
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 ...
Apple John Ternus 2019

Will John Ternus Really Be Apple's Next CEO?

Friday December 5, 2025 9:01 am PST by
There is uncertainty about Apple's head of hardware engineering John Ternus succeeding Tim Cook as CEO, The Information reports. Some former Apple executives apparently hope that a new "dark-horse" candidate will emerge. Ternus is considered to be the most likely candidate to succeed Cook as CEO. The report notes that he is more likely to become CEO than software head chief Craig Federighi, ...
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

Apple Seeds iOS 26.2 and iPadOS 26.2 Release Candidates to Developers and Public Beta Testers

Wednesday December 3, 2025 10:33 am PST by
Apple today seeded the release candidate versions of upcoming iOS 26.2 and iPadOS 26.2 updates to developers and public beta testers, with the software coming two weeks after Apple seeded the third betas. The release candidates represent the final versions of iOS 26.2 and iPadOS 26.2 that will be provided to the public if no further bugs are found during this final week of testing....
Johny Srouji

Apple Chip Chief Johny Srouji Could Be Next to Go as Exodus Continues

Sunday December 7, 2025 10:41 am PST by
Apple's senior vice president of hardware technologies Johny Srouji could be the next leading executive to leave the company amid an alarming exodus of leading employees, Bloomberg's Mark Gurman reports. Srouji apparently recently told CEO Tim Cook that he is "seriously considering leaving" in the near future. He intends to join another company if he departs. Srouji leads Apple's chip design ...