Will the iPhone Get 'Mac'd'?

One could credibly argue that Apple invented in the "personal computer" and even perfected it. But Apple saw rivals overtake it and dominate the PC market for years. Now driven in part by the "halo" of the iPod and iPhone more people are buying Macs but they still comprise a tiny share of the overall market.

The iPhone has been the breakthrough device that's redefined the smartphone category made 2008 truly the "year of mobile" -- at least for consumers. But in Q1, the iPhone saw BlackBerry overtake it to claim the number 1 smartphone spot in North America. This was driven in part by the availability of the BlackBerry from multiple carriers as well as some aggressive price incentives. 

According to NPD group here were the top selling smartphones in Q1:

  1. RIM BlackBerry Curve (all 83XX models)
  2. Apple iPhone 3G (all models)
  3. RIM BlackBerry Storm
  4. RIM BlackBerry Pearl (all models, except flip)
  5. T-Mobile G1

The NPD numbers should convince Apple that if it doesn't want what happend in the PC market to happen in the smartphone market, it has to get out to other carriers. Beyond that, what's impressive in my mind is the success of the G1 given its limited availability. BlackBerry has a large, installed base who are upgrading to the OEM's newer phones. But the iPhone and G1 buyers are switching, seeking the better mobile Internet experience that both devices offer.