Tuesday, March 30, 2010

Growth of Mobile traffic by OS

This week Gizmodo published the latest data from Admob. [Ed note: It seems that Admod has become the de facto tracker for mobile data]. The chart, from Admob, is very telling:


First, this is traffic in the US. So the iPhone chart is particularly impressive because it's one device on one operator's network. Look out when the iPhone goes CDMA...

Second, I think the spike in Android tracks tothe launch of the Droid phone on Verizon in Q4 2009. Certainly growth in Android traffic was trending up nicely through the first three quarters of 2009, based primarily on the MyTouch from T-Mobile, but there is a definite acceleration of traffic in Q4.

Third, I think it's a bit depressing to see the RIM, webOS and WinMo numbers. These are all good products/technologies, but I think it highlights the emerging split between 'smartphone' and 'web phone'.

Finally, while this is an absolute market share chart, it doesn't capture the overall market growth in traffic. At what rate are these number accelerating? AT&T said traffic on their network was up 5,000% over the last three years. While Android is gaining absolute market share, data traffic in general is skyrocketing and will certainly become an issue for every mobile operator.

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