The iPhone opportunity: a visual update

In yesterday’s talk Tim Cook described the opportunity he felt Apple faced. To readers of this blog this opportunity has been regularly illustrated, at least on a quarterly basis.  Here is the iPhone opportunity relative to other platforms:

In absolute units by vendor, separated by smart and non-smart phones, the data looks like this:

The pattern of smartphone growth remains consistent even though there was a temporary dip in Q3 for the iPhone (and hence for the green-shaded proprietary OS phones.)