Apple was the top smartphone vendor in the United States last quarter according to new data released on Monday. A new report from market research firm The NPD Group suggests that the three best-selling smartphones in America last quarter were all iPhones. Apple’s new iPhone 4S was deemed the top-selling smartphone this past holiday quarter, followed by the iPhone 4 and the iPhone 3GS, which is now free on contract from AT&T. Two versions of Samsung’s Galaxy S II smartphone rounded out the top-5. Read on for more.

“Attracted by a faster processor, improved camera and the Siri speech-driven agent, most iPhone buyers paid a premium for the iPhone 4S, making it the top-selling handset in Q4,” NPD analyst Ross Rubin said in a statement. “The iPhone 4S outsold the iPhone 4 by 75 percent, and outsold the iPhone 3GS, available for free on AT&T, five to one.” Apple reported last month that it sold more than 37 million iPhones into channels last quarter.

While Apple was the top smartphone vendor in the U.S. last quarter, Android maintained its operating system share lead according to NPD’s data. 48% of smartphone buyers opted for an Android device during the holiday quarter, while 43% chose iOS. The discrepancy was even greater among first-time smartphone buyers — 57% chose an Android device compared to an estimated 34% who chose an iPhone.

“Android has been criticized for offering a more complex user experience than its competitors, but the company’s wide carrier support and large app selection is appealing to new smartphone customers,” Rubin noted. “Android’s support of LTE at Verizon has also made it the exclusive choice for customers who want to take advantage of that carrier’s fastest network.” The NPD Group’s full press release follows below.

The NPD Group: Apple Leads Mobile Handsets in Q4 2011, But Android Attracts More First-Time Smartphone Buyers

PORT WASHINGTON, NEW YORK, February 6, 2012 – According to The NPD Group, a leading market research company, Apple leaped past Samsung and LG to become the best-selling U.S. handset brand in the fourth quarter (Q4) of 2011. In a quarter that featured the launch of the iPhone 4S and the addition of Sprint, Apple’s three available models combined to capture 43 percent of the U.S. smartphone market in Q4.

“Attracted by a faster processor, improved camera and the Siri speech-driven agent, most iPhone buyers paid a premium for the iPhone 4S, making it the top-selling handset in Q4,” said Ross Rubin, executive director, Connected Intelligence for The NPD Group. “The iPhone 4S outsold the iPhone 4 by 75 percent, and outsold the iPhone 3GS, available for free on AT&T, five to one.”

Together, Android and iPhone accounted for over 90 percent of smartphone sales, with Android holding on to 48 percent of the smartphone market during the quarter; however, Android devices performed better among first-time smartphone buyers.  Based on the latest data from The NPD Group’s monthly Smartphone Track service, among the first-time smartphone buyers in Q4, 57 percent purchased Android phones compared to just 34 percent who purchased iPhones.

“Android has been criticized for offering a more complex user experience than its competitors, but the company’s wide carrier support and large app selection is appealing to new smartphone customers,” Rubin said. “Android’s support of LTE at Verizon has also made it the exclusive choice for customers who want to take advantage of that carrier’s fastest network.”

The overall share of mobile phone sales that are smartphones continued to climb in Q4 2011, reaching 68 percent of the total mobile phone market, which is an increase of 18 percentage points since Q4 2010. Based on the latest data from NPD’s monthly Mobile Phone Track service, average selling prices for smartphones increased eight dollars over the prior quarter, reaching $143 in Q4 2011, which is still below average price of $149 in Q4 2010. Led by continued steady sales for Apple’s iPhones, the top five best-selling mobile phone handsets in Q4 were as follows:

1. Apple iPhone 4S

2. Apple iPhone 4

3. Apple iPhone 3GS

4. Samsung GALAXY S II

5. Samsung GALAXY S 4G

Information this press release is from Mobile Phone Track and Smartphone Track, both of which report on the activities of U.S. consumers, age 18 and older, who reported purchasing a mobile phone or smartphone. NPD does not track corporate/enterprise mobile phone purchases.

Sales of Apple’s iPhone 4, iPhone 3GS, iPhone 3G and iPad 2 Wi-Fi + 3G resumed on Friday after a permanent injunction had gone into effect early Friday morning. ”All iPad and iPhone models will be back on sale through Apple’s online store in Germany shortly” an Apple spokesperson told SlashGear in a statement. “Apple appealed this ruling because Motorola repeatedly refuses to license this patent to Apple on reasonable terms, despite having declared it an industry standard patent seven years ago.” Apple’s iOS devices with embedded 3G were deemed to being infringing on a Motorola patent this past December. A judge ordered an injunction at that time that went into effect on Friday, forcing Apple to remove the infringing devices from its German website. Motorola filed a separate complaint against Apple’s new iPhone 4S last month.

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Apple’s aggressive litigation strategy against Android vendors over the past year has seen precious little return considering the huge investment it reportedly requires, and on Friday things took another turn south for the Cupertino, California-based technology giant. A court in Germany has issued a permanent injunction against the iPhone 4, iPhone 3GS, iPhone 3G and iPad 2 Wi-Fi + 3G, upholding a ruling issued in December. Online sales of the phones have been banned in the country, and Apple has removed the devices from its German website. All iPhone models and iPad 2 models are still available for sale at local retailers, FOSS Patents reports. The ban is the result of a patent complaint filed against Apple by Motorola Mobility in Germany, claiming Apple’s iOS devices with embedded 3G connectivity infringe a Motorola patent related to UMTS technology. Late last month, Motorola filed a new complaint in Germany targeting Apple’s latest smartphone, the iPhone 4S.

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Most new iPhone buyers are choosing the iPhone 4S, according to a new report. Consumer Intelligence Research Partners (CIRP) released data on Thursday that suggests Apple’s latest iPhone model accounts for 89% of all Apple smartphones sold since the iPhone 4S was released in October. We’re a bit surprised by the figures; the new iPhone offers beefier specs and a better camera than previous generation models, but the iPhone 3GS is free on a contract with AT&T and the iPhone 4 is still available at a discount in several markets. Still, those devices accounted for just 4% and 7% of all iPhone sales, respectively, since October according to CIRP. The research firm told AllThingsD that the 16GB iPhone 4S was the most popular model. It was responsible for 45% of all iPhone 4S sales, followed by the 32GB model (34%) and the 64GB model (21%). “An amazing 19 percent of all iPhone buyers upgraded from the iPhone 4, a phone barely a year old at the time of the launch,” Mike Levin, CIRP’s co-founder, told AllThingsD. “Forty-two percent of iPhone buyers broke existing carrier contracts to get the new iPhone 4S. And 19 percent of these iPhone 4S buyers sold their old iPhone in the secondary market.”

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Apple’s share of the global smartphone market reportedly topped the market share of all Android vendors combined in the fourth quarter last year, and nowhere was the iPhone’s lead more dominant than at AT&T. The nation’s No.2 carrier on Thursday reported its earnings for the December quarter, stating that smartphone activations totaled 9.4 million units. Apple’s iPhone lineup accounted for 7.6 million activations, or 81% of all smartphones AT&T activated during the three months ended in December. Considering the handful of BlackBerry smartphones and Windows Phones the carrier sold last quarter, all of AT&T’s Android phones combined were responsible for under 19% of the carrier’s smartphone sales. Android handsets continue to proliferate globally and with a number of stunners due to be unveiled next month at Mobile World Congress in Barcelona, the tide will certainly soon turn back in Google’s favor. The iPad 3 is due to launch in the coming months and a completely redesigned iPhone on the horizon, however, and Apple may very well top its record-setting fiscal first quarter later this year.

Apple’s monster holiday quarter is the talk of the tech world, with the technology giant having just reported the second most profitable quarter ever among U.S. companies. The company’s $13.06 billion in fiscal first-quarter profit on revenue that surpassed $46 billion is staggering, and iPhone shipments that surpassed 37 million units played a huge role in Apple’s record-setting quarter. While market share is a statistic many deem unimportant, another impressive entry in Apple’s laundry least of first-quarter feats may be one of its most impressive yet: with just three models currently available, Apple’s share of the smartphone market may have surpassed that of Android in the fourth calendar quarter of 2011. Read on for more.

According to new data from analysts at Kantar Worldpanel ComTech, the record-breaking launch of Apple’s iPhone 4S drove iPhone sales that surpassed combined Android smartphone sales in the fourth calendar quarter last year. Apple shipped 37.04 million iPhones last quarter, which lifted the company’s smartphone market share up to 44.9% according to Kantar analyst Dominic Sunnebo. The figure is roughly double Apple’s market share in the same quarter a year earlier.

In the same quarter, Kantar estimates that the combined market share of all Android phones slid to 44.8% from 50%. ”Overall, Apple sales are now growing at a faster rate than Android across the nine countries we cover,” Sunnebo told Reuters.

Samsung become the No.1 smartphone vendor by shipment volume in the third quarter last year, but that title is expected to have been retaken by Apple by a wide margin in the fourth calendar quarter of 2011. Samsung is scheduled to report earnings for its holiday quarter on Friday.

Hackers on Tuesday released an untethered iOS 5.0.1 jailbreak solution for all iOS devices but the iPhone 4S and the iPad 2. In a post on his blog, iOS hacker pod2g announced that the Chronic Dev Team and the iPhone Dev Team have jointly released a tool that will allow iOS device owners to jailbreak their devices running iOS 5.0.1 without having to boot while tethered to a computer. The new version of “redsn0w” is compatible with the iPhone 4, iPhone 3GS, iPad and third and fourth-generation iPod touch devices, and users currently running a tethered jailbreak can update to untethered using a utility called “Corona” now available in Cydia. An untethered jailbreak for Apple’s iPhone 4S and iPad 2 is not yet available. The new version of redsn0w is available for download immediately for both Windows and Mac computers.

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Apple’s manufacturing partners are expected to build 2 million iPhone 3GS handsets in the fourth quarter. Thursday of this week marked exactly two and a half years since Apple unveiled the iPhone 3GS during its Worldwide Developer Conference in June 2009. Citing industry sources within Apple’s supply chain, DigiTimes on Friday reported that production of Apple’s iPhone 3GS has continued at high volumes that should hit 2 million units in the December quarter. In the first quarter of 2012, production of the iPhone 3GS will reportedly slow to between 1.4 million and 1.6 million units. The same report also suggests that production of Apple’s CDMA iPhone 4 could top 1 million units in the fourth quarter this year, slowing to between 500,000 and 600,000 units in the first quarter next year. In the United States, Apple’s iPhone 3GS is available for free on contract from AT&T while the CDMA iPhone 4 is sold by both Verizon Wireless and Sprint.

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Apple is on track to sell a record number of iPhone handsets in the December quarter thanks to the launch of its latest smartphone, the iPhone 4S. UBS analyst Maynard Um was one of a number of analysts in recent weeks to raise his estimates on iPhone sales for the fourth calendar quarter, and he now believes Apple will offload as many as 30 million smartphones this quarter. Apple now sells three iPhone models: the new iPhone 4S, which broke Apple’s previous record when it sold more than 4 million handsets during the phone’s debut weekend alone, the iPhone 4 and the iPhone 3GS. In the U.S., recent checks indicate that the iPhone 4S and iPhone 4 are still among the best-selling smartphones in the country, and Apple’s iPhone 3GS — which is now free on contract at AT&T — is reportedly still in high demand as well. Um is sticking with his previous iPad sales estimates for the fourth quarter. The analyst believes Apple will move 12 million iPads between October and December, though he did note that strong holiday sales could push that figure up to 13 million units.

Despite the huge variety of new smartphones released since the previous two generations of iPhone were first unveiled, Apple’s devices still managed to top the list of best-selling phones in the U.S. last quarter. According to new data released by market research firm The NPD Group on Monday, Apple’s iPhone 4 and iPhone 3GS were the No.1 and 2 top-selling handsets in the U.S. during the third quarter this year. The iPhone 4, available from Verizon Wireless and AT&T during the quarter, was first launched in June 2010 while the iPhone 3GS was released more than two years ago in June 2009, and was sold by only one carrier in the U.S. last quarter. According to NPD’s data, Sprint’s HTC EVO 4G was the No.3 best-selling cell phone in the U.S. during the third quarter, followed by the Motorola DROID 3 and the Samsung Intensity II. The NPD Group’s full press release follows below.

As Smartphone Prices Fall, Retailers Are Leaving Money on the Table, According to The NPD Group

PORT WASHINGTON, NEW YORK, November 14, 2011 – According to The NPD Group, a leading market research company, the share of mobile phone handset sales that are smartphones continues to climb. The share of U.S. mobile handset sales that were smartphones reached 59 percent in the third quarter (Q3) of 2011, an increase of 13 percentage points since Q3 of 2010. Based on the latest data from NPD’s monthly Mobile Phone Track service, average selling prices for smartphones have declined for four consecutive quarters, reaching $135 in Q3.

According to NPD’s new Smartphone Track service, prices are falling even though many consumers originally considered paying more. Among U.S. consumers who considered purchasing phones in the $200 to $250 price range, 64 percent ended up purchasing a phone for less than $200. Led by continued steady sales for Apple’s iPhones, the top five best-selling mobile phone handsets in Q3 were as follows:

1. Apple iPhone 4
2. Apple iPhone 3GS
3. HTC EVO 4G
4. Motorola Droid 3
5. Samsung Intensity II

“Even as smartphone prices continue to decline, the accessory attachment rates for smartphones in Q3 was unchanged since last year,” said Ross Rubin, executive director of industry analysis for NPD. “This indicates further opportunity for retailers to improve revenue numbers by focusing marketing efforts on selling more accessories.” The top U.S. mobile accessories brands in Q3 were Zagg, Otter Products, Just Wireless, Motorola, and Incase Designs.

Information this press release is from “Mobile Phone Track” and “Smartphone Track,” both of which report on the activities of U.S. consumers, age 18 and older, who reported purchasing a mobile phone or smartphone. NPD does not track corporate/enterprise mobile phone purchases.

Apple will not bring its virtual personal assistant Siri to older devices, a new report claims to confirm. MSComputerVideos founder Michael Steeber on Tuesday posted an email conversation that allegedly took place between “someone who contacted Apple with a bug report” and Apple. In the exchange, a suggestion is posed to Apple asking the company to consider offering Siri to owners of older devices as part of a special paid update. “Siri only works on iPhone 4S and we currently have no plans to support older devices,” Apple’s engineering department reportedly responded. Based on technology from Apple’s Siri acquisition and Nuance Communications, Siri is a sought-after virtual personal assistant service that allows iPhone 4S owners to speak naturally to their devices to trigger commands, get answers to a wide variety of questions, perform web searches and more.

[Via The Register]

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During AT&T’s third-quarter earnings call on Thursday, CEO Ralph de la Vega discussed the continued success his company still sees from the iPhone 3GS. ”We have another device that I think is going to dramatically change those people that are on smartphones and quick messaging devices, the 3GS, which is free with a 2-year contract,” de la Vega explained. “We’ve seen tremendous, tremendous demand for that device even though it’s a generation old. And actually, we’re getting more new subscribers coming on to the 3GS on the average than other devices. So we have an inventory sold out on that device.” Pretty impressive for a phone that made its debut in June, 2009. AT&T said it sold a total of 4.8 million smartphones during the third quarter, 2.7 million of which were iPhone activations. After the introduction of the iPhone 4S, Apple announced the 3GS was free with an AT&T contract and that the iPhone 4 would fall to $99 with a contract. 

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Apple on Wednesday made good on its promise to push out the release build of iOS 5 to consumers around the world. The new software is available for download immediately, and iTunes 10.5 is required in order to install the update. Owners of Apple’s iPhone 4 (GSM and CDMA), iPhone 3GS, iPad 2, iPad and third and fourth-generation iPod touch handhelds have access to the new build, while owners of earlier devices will not be able to install the update. iOS 5 includes more than 200 new features such as a revamped notifications system, iMessage, built-in Twitter integration, Newsstand and more. Apple also released OS X 10.7.2 with iCloud support and two new iOS apps on Wednesday: Find My Friends, which can be downloaded by visiting iCloud.com on your iOS device, and AirPort Utility.

Apple was a company that could do no wrong. Phones that dropped every other call… Location tracking scandals… Antennagate… A CEO who constantly parked his $130,000 sports car diagonally in handicapped spaces… Apple didn’t have to roll with the punches, the company would simply laugh at the punches or toss the press and public a few crumbs if need be. A week or even a day later, all was forgiven and Apple would continue on its path, making terrific products and mopping up industry profits while whistling to itself contently.

On Tuesday when Apple unveiled its brand new iPhone 4S, the fifth iteration of Apple’s revolutionary smartphone, things felt different. The company’s iconic co-founder was nowhere to be found, the venue was smaller, the applause seemed reticent and the product unveiled was not greeted with arms open quite as widely as they had been in the past. People seemed, in a way, bored.

Reactions from those who spent time with the device at Apple’s press conference were positive, of course, but it didn’t feel the same. What was different this time around? Members of the press and many consumers following the event felt that we were looking at a possible miss from the great Apple. Beyond nitpicking and whining about insignificant specs or other irrelevancies, many level-headed writers and pundits genuinely seemed to think that the iPhone 4S might be the beginning of the end.

Yes, investors were seemingly disappointed by Tuesday’s announcements, but this is hardly uncommon. Buy the rumor, sell the news. That Apple only closed down half a percent on Tuesday exhibits confidence in the company’s management, strategy and portfolio more than it does disappointment in the iPhone 4S.

And what about analysts? The finance crowd adores Apple, so they must have been jumping up and down in their penthouses, right?

“Apple no longer has a leading edge, its cloud service is even behind Android; it can only sell on brand loyalty now,” Gartner analyst C.K. Lu told Reuters on Wednesday. “Users may wait to buy the next iPhone; if they can’t wait, they may shift to brands with more advanced specs.”

“We had expected the company to announce two new devices, an iPhone 5 and a 4-plus,” JP Morgan analyst Mark Moskowitz wrote in a note to investors. “We are disappointed that Apple did not introduce a thinner form factor, but we see the feature set improvements in the iPhone 4S and the broader pricing strategy as positives.”

Yes, we’re seeing some negative takes on the news, but have we seen any big names revise their estimates downward significantly? Of course not. Even analysts who were hugely bullish on a redesigned iPhone 5 are still confident that Apple’s reign will continue.

We’ve seen no real negative revisions on revenue projections either. In fact, Apple’s free iPhone 3GS and its $99 iPhone 4 have had the opposite effect in some cases. RBC Capital Markets analyst Mike Abramsky, for example, wrote in a note Wednesday morning that Apple’s $0 3GS “may double Apple’s global addressable market, and may help address rising mid-market Android competition.”

And some analysts such as Wedge Partners’ Brian Blair had already modeled for this scenario. Blair, as some might recall, hit the nail on the head late last month. “We expect the focus of the new iPhone will be iOS 5, a speedier A5 processor and a higher resolution 8 MP camera with a small possibility of a larger 4 inch screen,” the analyst wrote in a research note on September 21st. Blair saw Apple selling 91 million iPhones this calendar year, and that staggering sum remains unchanged.

Some analysts even think the iPhone 4S and new cheaper iPhones 4 and 3GS will drive sales that exceed already-lofty projections. “While the moderate changes to the iPhone 4S might not drive the type of upgrade cycle that was seen by the iPhone 4, the lower prices of legacy models and broader availability on more carriers are still likely to deliver calendar Q4 phones sales in excess of our 21.5 million estimate,” BTIG analyst Walter Piecyk wrote on Wednesday.

But an interesting takeaway from yesterday’s announcement may simply be that Apple has fallen from grace in some respects. Apple is fallible, even if the 4S ends up being a success. A company that could do no wrong in recent history just, well, did wrong in the eyes of pundits who had previously viewed every Apple product announcement as a gift from the heavens.

It should have been bigger. It should have been better. It should have been more Appley.

There were skeptics after Apple unveiled the iPhone in 2007, and after the iPhones 3G, 3GS and 4 as well. But yesterday’s skeptics took a different tone. They didn’t wonder if Apple could succeed or nervously whine about missing features, they collectively shouted that Apple had lost its mojo.

But then there’s the imminent reality check. And from where I’m sitting, the iPhone 4S is oozing with mojo.

Apple’s iPhone 4 provides the most silky smooth user experience on the planet with the firm’s A4 processor running the show. The more powerful dual-core A5 chipset from Apple’s iPad 2 should somehow improve on that already-phenomenal experience, and it will empower Apple’s new golden child, Siri.

It should be noted that I was hugely skeptical of Siri’s significance ahead of Apple’s event on Tuesday, but I’m now singing a different tune. I think the concept and technology behind Apple’s new personal assistant service are phenomenal, and while Siri might not be a huge draw for consumers in the near term, the long-term implications are tremendous. Apple just made smartphones much, much smarter.

On the outside, there is no question that the iPhone 4S is the same device as its predecessor. It might have a revised antenna system, but the similarities are so great that Apple had to include the Newsstand icon in marketing images depicting the phone’s home screen as no distinction would be made otherwise. But is that such a bad thing? The iPhone 4 is still an engineering feat, and I’m not sure a more attractive smartphone exists to this day.

Naysayers said Apple couldn’t cut it selling just one or two smartphone models, and now Apple owns two-thirds of global smartphone industry profits. Led by Apple’s gray-haired iPhone 4, which launched in June 2010, Apple sold more smartphones last quarter than any other vendor on the planet.

The numbers will do the talking over the next few quarters, and I expect Apple’s iPhone sales to continue on the same skyward path right up to next year’s iPhone 5 launch and beyond. As of October 12th, Apple will sell three different smartphone models that range in price from free to $399. The company will address postpaid smartphone buyers from top to bottom, and rumors suggest we may even see an attack on the prepaid market in the near future. No company stays on top forever, of course, but Apple’s new smartphone lineup is hardly that of a company that has begun its descent.

Apple may have fallen from grace in a way, but until competitors can even come close to approaching the allure surrounding Apple devices and the user experiences they afford, don’t expect the company’s grip on the industry to loosen at all.

Apple announced during its press conference in Cupertino, California on Tuesday that its iPhone 3GS smartphone is now available for free on contract. The company did not not clarify whether it will continue to build new supply or if this is a limited time offer while Apple and its partners burn through remaining inventory. Apple also said that its previous-generation iPhone 4, soon to be replaced by the iPhone 4S, will drop to $99 on contract.