US Q3 Handset Market ⇥ ben-evans.com

Benedict Evans rounds up the data:

The interesting analytical problem is that these figures are very different from those from surveys of the install base (by Comscore and others), which suggest that iPhone share is more like a third of US smartphones. Yet the iPhone has been at or around 50% of sales for almost 2 years. Either the surveys are wrong or the iPhone has a significantly higher replacement cycle – despite being on the same two-year contracts as Android.

The surveys are wrong, and market share “research” is full of shit. Via Gruber.