No surprises here, Android will dominate
The HTC Desire was made available around the end of March and demand has been so high that most UK networks have struggled to service it. You can be fairly sure that the Desire is driving the main thrust of Android uptake in these Q2 figures.
Android 2.1 offers an experience pretty close to iPhone in terms of UI smoothness and better in terms of customisation. Skins like HTC Sense make the user experience even better.
Of course the expanding multiplicity of manufacturers/retailers offering Android that the OS has far more channel access overall is increasing. The launch of Froyo (2.2 - main functionality addition here being Flash 10) and Gingerbread (3.0) will mean thatAndroid is pulling ahead of iOS technically in some significant ways.
For those looking for iPHone 4 alternatives, the Motorola Milestone XT720 (8MP with Xenon flash), the Samsung Galaxy S and aforementioned HTC Desire are already available.
The run up to Xmas should see the addition of , amongst others, HTC Ace (8MP, HD video capture), some rather more pocktable alternatives to the Streak from Dell and some fancy stuff from LG & Samsung.
But what will really drive mass uptake of Android are not the Android superphones but rather the lower-tier Android phones. You can already buy a pretty decent Android experience on a lower budget (~£100 PAYG) with the likes of the Vodafone845, T-Mobile Pulse Mini and ZTE Racer on 3. Yeah these phones are a bit plasticky, have rubbish cameras, resistive screens etc but they offer the full fat Google experience in terms of mail, earch, maps etc as well Android Market for Facebook, Twitter, etc. There are mid-tier offerings (~ £200) from the likes of HTC, SEMC and Samsung available too.
This is just the beginning. The next few quarters will see the price/functionality index change significantly as the likes of Huawei and ZTE increase the polish of their offerings and the established manufacturers offer more bang for buck too.
The main problem with Android (from a consumer perspective) will ironically be too much choice and fragmentation presenting itself in the apps to some extent.
The iPhone hype-hoopla has peaked with iPhone 4
Apple will remain where it has been - niche products for the more a affluent budget.
Next year, Android will become mainstream alongside, to a lesser extent, RIM.
I should add that I really like my iPhone 4 but it's not leaps and bounds ahead of the competition like previous iPhones. However there's no alternative available yet that will cause me to ditch it.
I have no death grip, proximity sensor, etc problems. I find the phone very pleasant to use.
However, I will most likely ditch it for an HTC Ace in the next quarter or possibly something like the Samsung Galaxy S (but only if has an LED flash - inexplicably not included on the Galaxy S).