• Tech Trader Daily, Wednesday, September 15, 2010 1:21 PM

Google's Android mobile OS is shaping up to be a bigger threat to Apple that anyone expected, reports Tech Trader Daily, citing new findings from Bernstein Research analysts Toni Sacconagh and Pierre Ferragu. The pair note that the daily run-rate for Android phone sales has more than tripled in the last seven months, to 200,000 phones a day from 60,000, while they estimate that 53 million Android phones will ship this year.

What's more, the Bernstein analysts forecast that the Android installed base could exceed that of the iPhone in just over 5 quarters. As a result, the research duo are predicting that "a more head-to-head battle for market share [between Apple and Android] might emerge earlier" than anyone thought. What's Apple's best defense? To break it's exclusive carrier partnership with AT&T.

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