Saying that this doesn't matter because there is only one iPhone competing against multiple Android phones is an unsound argument. Why is there only one iPhone? This is a "platform" comparison and it doesn't matter if the device(s) for a given platform come from one or many manufacturers. The platform designer is the one who makes the decisions about the platform. Google designers felt it better to leave the manufacturing up to the manufacturers and focus on the platform OS instead. Apple and RIM want to maintain control of everything from beginning to end. Who has a better business model? I think you'll see that in the long run, multiple vendors, manufacturers and devices on an open platform is the better choice. In reality, Google is just improving on the Windows Mobile model but providing for a better OS upgrade and distribution system and not charging for licensing fees.
The bottom line is that the current smartphone market only accounts for 25% of the mobile phone customer base. There is still so much room for growth that it is still anyones game and there are still a few players who have yet to throw the first pitch. The only thing important that this data shows is that nobody is safe from competition.
