What I really want to see are upgraders or switchers. Who is switching from what to what? New smartphones may be Android simply because it's not available on any other carrier except AT&T and it has the lowest barrier to entry (ie. cheapo Androids are available).
Because I think that the Android growth is simply people upgrading their dumbphones because they'd be silly not to upgrade at the "free phone w/ new 2 year contract". Not that it's a bad thing, but "market share percentage" of smartphones doesn't really show how smartphones are growing over dumbphones.
Good for Android, but as Windows v. Mac has proven: it's not the market share, but what you do with it. ;)