Here's my take on the whole thing.
I think ATT is bowing to the manufacturer that has given them the most revenue and power. ATT pushed forward thousands and thousands of upgrades to customers in preparation for an iPhone release. What other manufacturer do they do that for? I would not be surprised in the least if they are holding off on releasing this phone until the next Apple product is officially announced. This way all the upgrades they pushed ahead go towards the manufacturer that has benefited them the most! While it doesn't make sense to me because they make their money off of contract renewals and not actual phone sales -- but why not help out their best friend that has made them something. I'm not saying it's right -- but it makes sense from a business partnership point of view. And give the Apple and Samsung legal woes I wouldn't put it past either one.
Secondly, given the dynamic, you can not fairly compare iOS to Android in market share. There is iOS -- one manufacturer one company. And then there is Android -- several manufacturers and hundreds of devices. If you did a fair market share -- take the best selling android device ever -- and compared the market share it would be well over 80% in iOS' favor. The fact that one product is even competing with hundreds speaks volumes. I'm not a big Apple fan. I have had an iphone for the past two cycles but I'm going with Android this time around because I think it'll fit my tinkering and personality better -- that and I loathe iTunes. iPhone will always be an institution not just a device. But I think there is some serious competition ahead. Which will leave no room for error when it comes for any partner involved to drop the ball on a launch like I believe ATT has on this phone.
It's fair speculation....but as Ed has pointed out, AT&T is no longer the exclusive iPhone seller....and it hasn't been for over a year now. In addition, Apple has opened its doors even further and will be selling on ALL major US carriers....not just AT&T & Verizon.
Still....I understand that there may be some closer ties to Apple than other manufactures....but to tank your Android flagship phone for it?
And on the market share bit....I think its important to look at the Android market share as a whole to understand trending in where the customer base is heading. After the non-launch for Apple this summer, its estimated that Apple lost around 3 million customers to Android. Can you imagine if the SGSII was available early / mid August???



