Now that the iPhone 4 is available on both Verizon and AT&T, the increase in the amount of exposure to cellular users was indefinite. However, this proposition has taken a much larger toll, especially on Android.
A chart send from Needham & Co.'s Charlie Wolf to clients shows a major increase in the market share of the iPhone in the United States after Verizon took it up. On the flip side, Android lost some coverage in its first ever sequential decline in any region of the world. In the period that the iPhone was taken onto Verizon, Apple's iPhone market share went up 12.3 percentage points to 29.5%. Android dropped from 52.4% to 49.5%. Although not a huge drop, Fortune believes that this decline is significant:
"In our opinion, this is just the beginning of Android's share loss in the U.S.," Wolf writes. "The migration of subscribers to the iPhone on the Verizon network should accelerate this fall when Apple coordinates the launch of iPhone 5 on the GSM and CDMA networks. The iPhone could also launch on the Sprint and T-Mobile networks."