Asymco founder Horace Dediu today offers up his thoughts on smartphone sales data released Friday by comScore that said smartphone ownership in the U.S. rose 6% in the three months ending in April versus the three-month period that ended in January.
The report itself found a 2.2 percentage point gain in terms of smartphone usage by platform for Google’s (GOOG) smartphone operating system, Android, in the three-month period, above the 1.9 point gain for Apple‘s (AAPL) iOS operating system.
Dediu points out that new smartphone users were an anemic 300,000 per week, down from 1.5 million back in November, using comScore’s historical data. “It’s quite a slowdown,” he remarks.
Dediu writes that “the slowing in smartphone growth seems to be attributable to a slowing in Android adoption,” after looking at the data.
Dediu sees Google’s Android as having had the smallest increase in users in April since 2009.
He concludes,
It�s perhaps too early to suggest that we�re seeing a slowdown in the US for Android. Perhaps there will be a return to growth in the fall. The concern has to be that rather than seeing the net adds growing�as they have for two years with only two contiguous months of decline�Android net adds have been falling for four months.
Google shares today closed up $7.61, or 1.3%, at $578.59.
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