iPhone to Leave Android in the Dust - Needham (AAPL) (GOOG)

Needham & Company analyst Charlie Wolf, citing data from IDC, said the recent fall in market share for Google's (Nasdaq: GOOG) Android is just the beginning.

In a note to investors Tuesday, Wolf points out Apple's (Nasdaq: AAPL) iOS within the US mobile market gained 12.3 percentage points to 29.5 percent during the first quarter. Conversely, the analyst sees Android dropping from 52.4 to 49.5 percent, the first sequential loss for Android ever in any region of the world.

Wolf believes consumers will flock to the iPhone when Apple coordinates the launch on both the GSM and CDMA networks in the fall. The analyst speculates the iPhone might also launch on Sprint (NYSE: S) and T-Mobile networks (pending approval of AT&T's (NYSE: T) proposed T-Mobile acquisition, we assume).

Finally, Wolf suggests Apple is delaying the launch of iPhone 5 until the fall in order to avoid upsetting those who grabbed an iPhone when it was initially launched on Verizon in February.

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