The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.NEW YORK ( TheStreet) -- The multiple of "anecdote" is "statistics." Where am I going with this? If you are interested in the smartphone wars, you will note two thingsabout the Android platform and the U.S. market for smartphones inparticular. Android took off in the U.S. starting in November 2009with Verizon's ( VZ) launch of the first Droid model. As of July 2011, astaggering 550,000 Androids were activated world-wide daily. In theU.S. market, the vast majority of Android activations have taken placeon two-year contracts, the first of whom are coming due in the nextfive weeks.
This phenomenon should be far less pronounced in particular in Asia,for the reasons outlined above. Purchase price matters a lot more,and it appears that the Asian gadget psyche may be more in tune withthe more complicated Android interface and customization capabilities. Europe may be somewhere in-between North America and Asia in thisregard. Google ( GOOG) is not sitting still with Android, and is also on the cusp ofthe next major software release, 4.0 Ice Cream Sandwich, probably herein October and availability by November or so. It appears thatAndroid 4.0, however, may be a less of a step forward when compared tothe major step forward that Apple is taking with iOS in going from4.3.5 to 5.0. If you are skeptic about my assertion in this article -- that Androidwill lose market share in the U.S. over the next year ortwo -- conduct a small survey of your own. Ask how many of yourAndroid friends are fed up to the point where they are eager toswitch, and then do the same for your iPhone friends. I think youwill find that it's not a close call. Furthermore, I think you willfind that battery life is the #1 standout on the list of reasons. Bottom line: I think a much larger share of the U.S. market than isusual in a product cycle will leave Android in favor of the iPhone 5,and perhaps even some to BlackBerry's new products or the newMicrosoft Phone 7.5 smartphones. At the time of submitting this article to publication, the author waslong AAPL, GOOG and RIMM.