Apple, if they needed a reason to go after HTC, and by proxy Google, may have had it in marketshare numbers. Android's growth has been pretty spectacular over the past few quarters highlighted by the graphs below from Quantcast, a web analytics firm.
While iPhone is clearly the market leader in Web consumption with over four times the share as Android, its nearest competitor, recent trends show that they aren't standing on firm ground.
In the last month the iPhone has lost 3.2% of its marketshare compared with RIM and Android both gaining considerably. This isn't just a monthly blip either, at least with regards to Android. Google's phone market has grown 44% over the past quarter and almost doubled over the past year while the iPhone has lost around 5% and 10% of the overall market over those same periods.
The iPhone is still gaining users and pageviews, Android is just gaining so much faster.
According to some sources, Steve Jobs recently told an Apple Town Hall meeting:
On Google: We did not enter the search business, Jobs said. They entered the phone business. Make no mistake they want to kill the iPhone. We wont let them, he says. Someone else asks something on a different topic, but theres no getting Jobs off this rant. I want to go back to that other question first and say one more thing, he says. This dont be evil mantra: Its BS. Audience roars.
While lawsuits aren't going to make my smartphone experience any better, competition will. I am looking forward to seeing what Apple does in the technology space to take on Google. It certainly sounds like the game is on.