Apple is doing well, and Android is doing amazingly well.
Apple is doing well, and Android is doing amazingly well.
I'd suggest the much more plausible line of logic, along with being logically sound, is that as Android is now outselling the iPhone, the Android is a serious competitor to the iPhone. Pretty much by definition of "serious competitor". Will you still be dismissing it as "not a serious competitor" when Android outsells the iPhone by a factor of two? Because I rather expect it to only be a matter of time.
Android is not a serious competitor for Apple because it's not making Google money. It has a negligible app presence and a fragmentation problem. iOS is still what guides the industry, it's what people talk about, it's what Android is copying (Android was going to look totally different before the iPhone came out in 2007), and it's where the developers are.
It took an operating system with no price tag and the promise of total control for the carriers to outsell a single phone. That's a big deal. Even then, not one single Android handset outsells the iPhone on its own, and the iPad still has no legitimate competitors.
More importantly, Apple make huge profits on iOS devices. It has the developers, and it gets the press attention. Android makes no money for Google, barely has developers, and is known as the geeky platform for cross-armed OSS evangelists who hate Apple. It's also experiencing a non-trivial rise in malware--two negative articles came out today in major news outlets. Sorry, but Android is not a serious competitor for Apple.
Seriously, how incredibly boring.
Several single phones are already outselling iPhone 3GS in the U.S., and single company smartphone lines by Samsung and HTC are roughly on par with the total sales of Apple phones and look set to overtake them soon. Whether the Samsung Galaxy family will overtake the iPhone family mostly comes down to whether you feel that a Verizon iPhone, or an AT&T 3GS, or Tim Cook's rumoured cheap/small iPhone nano is still an "iPhone" and how far you'll extend the same logic for the various Galaxy S phones. (Though more directly, in some European countries a single Galaxy S model outsold the iPhone 4)