While things may not be looking so good in the US market for Android, dropping 5% in market share compared to the last quarter, Canalys is reporting that Android has a very healthy global growth rate, reaching 68% in Q2 2012. This is compared to a year ago when Android only had 47% of the global market. Apple dropped from 18.9% a year ago to 16.4% globally in Q2 of this year.
What’s even more impressive is that Android grew in China from 70% in Q1 to 81% in Q2, which once again shows that pretty much everywhere outside North America people are more interested in buying affordable unlocked devices, than in paying expensive monthly fees for subsidized devices.
Samsung lost some market share in China, as other local competitors like ZTE, Huawei, and even Lenovo gained a third of the Android market share there; Samsung fell to 19%. Apple’s shipments in China also fell by 37% compared to the last quarter. Thanks to the Desire V, HTC scored a 398% growth year on year growth in China, so there might be some left hope for them after all.
Clearly, China and other developing markets are a huge opportunity for Android to become the de facto mobile OS there. Just like Windows did it with the PC, Android might benefit from the network effects, once almost everyone in those countries has an Android phone.