NEW YORK ( TheStreet) -- A pair of new reports shows strong demand for smartphones and a heated five-way race among mobile phone software shops.
Nielsen's survey of U.S. phone owners, released Tuesday, showed that nearly 30% of wireless customers have purchased smartphones. Thanks to strong sales of Apple's ( AAPL) iPhone and Google ( GOOG) Android phones worldwide, third-quarter smartphone sales rose 9% over second-quarter levels, according to a Morgan Stanley tally also released Tuesday. With Apple and Android on the rise and smartphone leaders Nokia ( NOK) and Research In Motion ( RIMM) fading, Morgan Stanley predicts big changes to the industry market share pie with Microsoft's ( MSFT) Windows Phone 7 entering the arena.
Citing the strong smartphone sales surge, Morgan Stanley increased its 2010 global phone sales growth estimate to 12% from the firm's 9.5% forecast previously. Here are the rankings: In the U.S., Nielsen says third-quarter market share is a three-way race. Apple and RIM's BlackBerries are tied for first with 27% of the market, Android is closing in with 22%. Worldwide, in smartphone market share, Nokia still tops with 32.4%, Apple moved to second with 17.2%, RIM has 14.8%, Samsung has 10.4%, HTC has 8.3% and Motorola ( MOT) came in fifth with 4.6%. --Written by Scott Moritz in New York. >To contact this writer, click here: Scott Moritz, or email: firstname.lastname@example.org. To follow Scott on Twitter, go to http://twitter.com/MoritzDispatch. >To send a tip, email: email@example.com.