(This is an extract from a report I published last week for Enders Analysis)
A little observation and collation:
All 3 US (major) operators that sell the iPhone report their unit sales, and AT&T and Verizon report total smartphone sales. The iPhone is utterly dominant.
Even at Verizon Wireless, which has aggressively promoted Android, the iPhone is now over 50% of all smartphone sales.
As time goes on, we can estimate what this is doing to the installed base of smartphones (which they also disclose):
Expanded distribution and the new iPhone 4S combined mean that the iPhone now has 42% of all US smartphones in use today, and growing.
As should be obvious, this means that though Android is outselling the iPhone 2:1 globally, the iPhone is substantially outselling Android in the USA.
(Note: the second chart is for the total US market, including T-Mobile and other smaller carriers)