In the recently posted US Smartphone Landscape I used comScore’s data to paint a picture of the growth of smartphones in general and the shape of the mobile platforms in the US. The source was survey data measuring the installed base. If we compare the installed base sequentially, we can get the increase (or decrease) of a particular platform. Comscore reports monthly but we can also summarize the data at a quarter-by-quarter basis.
There is another source however for the US market, at least for the iPhone: operator activations. They report iPhone activations, shown below.
Can we use activations together with installed base data to learn something about the market? Yes, with some caveats.