While some analysts are convinced that Apple’s smartphone business is doomed, new sales data would seem to indicate that the iPhone still has fight left in it.

According to a report by Kantar Worldpanel ComTech, Apple made significant sales gains over Android during the summer in the U.S., even before the launch of the iPhone 5S and 5C.

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Year-over-year, Apple’s share of smartphone sales in the three-month period ending in August grew 5.4 percentage points to 39.3 percent of the total sales in the U.S., while Android sales dropped to a little more than 55 percent of total sales in the same period. This was the first summer that Apple included iPhones in its back-to-school promotion, which may be a contributing factor to the increased sales.

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Verizon made significant sales gains over its closest rival AT&T, holding a commanding lead with 37.1 percent of all smartphones sold in the U.S., compared to AT&T’s paltry 21.7 percent share. Sprint, which recently acquired Clearwire then promptly fired three quarters of the company’s workforce, dropped to 14.6 percent of total sales in the same period, down 6.2 percentage points from where it was the previous year.

Meanwhile, T-Mobile’s new “uncarrier” strategy has paid dividends, with the carrier taking up 13.2 percent of the total smartphone sales this past summer. In addition, adding the iPhone to the carrier’s lineup has boosted sales, both from new smartphone buyers and existing smartphone owners.

“When iOS first debuted on T-Mobile in mid-April, the majority of sales came from consumers upgrading from a featurephone to their first smartphone. However, looking at those who purchased an iPhone in the August period, 56% of those consumers came from another smartphone, including 38.5% from an Android device,” Kantar Worldpanel ComTech Global Strategic Insight Director Dominic Sunnebo said in a statement.

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  • http://www.christopherbudd.com Christopher Budd

    As someone about to jump from Android to iOS I can suggest at least one possible scenario for growth like this from my own experience.

    I moved from Windows Mobile to Android and not iPhone because I was on Verizon and in 2010, AT&T was the only iPhone game in town and I had no intention of switching to them based on bad service in the past.

    I’ve been on Android since then (HTC Incredible and now Motorola Droid X2 like I outlined here: http://www.geekwire.com/2013/wont-buy-subsidized-android-phone/).

    At this point, I’m very down on Android. Both in terms of an exceptionally poor experience thanks to the Droid X2, and mushrooming security problems.

    And now I’ve got a choice for iPhone carriers other than just AT&T.

    So at this point, I’m ready to switch from Android to iPhone.

    I suspect there may be others with similar experiences.

  • Guest

    I haven’t read any analyst saying their smartphone business is “doomed”. Have a link?

    I have read several whcih note, correctly, that iOS has lost its former leadership share to Android in a majority of markets. And also that future industry growth will occur primarily in markets where subsidies aren’t common, which means price matters and Apple’s challenge is it’s expensive relative to competitors.

    One decent quarter in the US where they regained some lost share doesn’t negate that.

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