Well, you seem to be getting nearer to the mark now.
My contention is that (as Google says) there were 500 million activations of
Android in the Google store in the 12 months from May 2012 to May 2013.
You seem to have come to the conclusion that there were 434 million for
Google in the calendar year 2012.
You have made two errors in trying to calculate the Google tally.
1. You allow for only 25 million "non-iOS" tablets.
ANDROID tablet sales were 8.0 million in Q1 2012, and 27.8 million in Q1
2013. If you will allow me to round VERY sightly, and assume a straight
line, that would give:-
Q1 2012 8.0 million
Q2 2012 13.0 million
Q3 2012 18.0 million
Q4 2012 23.0 million
Q1 2013 28.0 million
Therefore, rather than your 20 million, you should have 62 million for 2012
BUT for April to April, we get 82 million (62 -8 +28) - so add 62 million to
you figure when comparing with the Google quote.
2. Again, with smartphones, you are starting with 701 million Android.
That's the whole of 2012.
Q1 of 2012 saw 84 million Android smartphones sold, which became 156 million
in Q1 2013. Therefore, you need to add a further 72 million Android
smartphones to your total (factored as you wish) to bring the figure to
April-to-April, in addition to the additional 62 million extra tablets, to
get the annual totals from Q2 2012 to Q1 2013 incl.
That's an EXTRA 134 million Android devices!
I have absolutely no problem in believing the Google statement of "500
million activations in the past 12 months", given that the statement was
made in May.
> FYI, the marginalization of Google *out* of Android has been ongoing
> for awhile now. Here's a 2011 article:
>
>
http://searchengineland.com/baidu-squeezing-google-out-on-chinese-android-
phones-74887
>
> The bottom line is that with 900 million consumers in China and with
> 80% of the sales of Android in that market going to Baidu ... and not
> getting Google "activations" ... the evidence continues to mount that
> the Google 'activation' metric is at best weakly linked to real mobile
> handset/tablet sales.
We seem to be agreeing then that the number of Android devices sold (phones
and tablets) greatly exceeds the Google-quoted activation numbers.
> ...and that's why Google continues to tout "activations" with their
> conveniently vague definition of what it, if anything, actually
> means.
I don't quite follow that.
Google is quoting what Google sees.
You have shown that the Google figure is correct, but that there are FAR
more Android devices sold than Google sees!
> Google's had a good run, but I've chosen to eliminate it from
> my investment portfolio...impression rates on mobile (vs desktop)
> continue to slide and the consumer's transition from desktop to mobile
> isn't going to stop anytime soon.
I'm certainly not advising which shares you should buy/not buy, merely
pointing out that Google's figure of "1.5 million Android activations a day"
is correct (as you have shown), but that Android device sales are probably
more like 2.2 million a day currently, again as you have shown.
Indeed, Google made the staement that some time in the next few months,
there will be over one billion Google-activated Android users.
You seem to have shown that some time this year, Android users will exceed
the number of Windows users (1.3 to 1.5 billion?)