HTC sales are expected to be up 78% this year over last, according to Bloomberg. The Android hoard is kicking ass and taking no prisoners around the world and HTC, which has shrewdly, aggressively embraced the Android OS, how has an astounding 39% global Android market share.
You may prefer iPhone or Nokia or Blackberry or something else. However, it appears that little stands in the way of Android becoming the planet's dominant smartphone platform. It's powerful. It has the backing of one of the biggest (tech) companies in the world, is advancing rapidly, is embraced by multiple handset makers.
Google is "all in" for Android. Their apps, plus, uh, Google Apps, plus the money, the Android Marketplace, the willingness to buy content and content distribution platforms make this formidable in the smartphone wars.
iPhone will definitely steal some Android sales once it moves to Verizon. But, the iPhone strategy of iOS device margins then ecosystem then market share will prevent it from ultimately being the market leader. The biggest losses I still believe will be by Nokia and Microsoft. Both are built for scale. Both have operating systems that are not as good as the top contenders, Android and iOS. Nokia will almost certainly need to cut thousands. If the new CEO cannot guide the company well, I expect Nokia to suffer a Nortel-like fate. It will be eaten alive. Microsoft's problems are also significant, though far less lethal. They have the money and resources to fight a long, bloody smartphone war. They have a battering ram of high-priced lawyers with nothing to do; all of whom can be used in Microsoft's overarching fear-uncertainty-doubt campaign against Android.
Still, Android is at least a year ahead. Google now has just as much money to spend as Microsoft. Google needs mobile just as badly as Microsoft, if it wants to survive as a leading tech concern. Handset makers, always looking to shave pennies, do benefit from using Android's 'free' operating system. Plus, Microsoft's highly profitable strategy of licensing its OS may have finally caught up with them. By not controlling the hardware and software completely, like Apple, they've simply never been able to develop the healthy, deep, high-margin ecosystem that Apple has with: iTunes, App Store, Apple TV, iPod, iPhone, iPad, Macintosh. Windows+Zune+Xbox is powerful, just not as powerful as what Apple can offer to individual users. And at scale, Google offers a superior value proposition.
Starting from essentially zero, Microsoft's new Windows Phone 7 can capture a health 5-10% of the global smartphone market share. If everything goes well. But this is their ceiling. And, as I've said before, Microsoft is a company whose DNA *demands* they control the market. Even where they are a healthy #2 or #3, as in search or gaming, for example, they will spend ridiculous amounts of money to kill off the competition. This will not work in the smartphone wars. Windows Phone will top out at 10%. Management will continue to hurl resources, like sending out thousands of grunts, only to be mowed down by superior advanced weaponry.
It's hard not to believe that Microsoft and Nokia will find solace with one another.