So based on the article and some older ones from the same guy:
Apr 2011
Google 27.2M (36.4%, +9.1M smartphone owners vs Dec2010)
Apple 19.4M (26.0%, +3.6M smartphone owners)
RIM 19.2M (25.7%, -0.8M smartphone owners)
MS 5.0M (6.7%, -0.3M smartphone owners)
Total 74.6M (+11.4M smartphone owners)
Dec 2010
Google 18.1M (28.7%, +7.2M smartphone owners vs Aug2010)
Apple 15.8M (25.0%, +2.3M smartphone owners)
RIM 20.0M (31.6%, -1.0M smartphone owners)
MS 5.3M (8.4%, -0.7M smartphone owners)
Total 63.2M (+7.5M smartphone owners)
Aug 2010
Google 10.9M (19.6%, +1.8M smartphone owners vs Jul2010)
Apple 13.5M (24.2%, +0.8M smartphone owners)
RIM 21.0M (37.6%, +0.0M smartphone owners)
MS 6.0M (10.8%, -0.3M smartphone owners)
Total 55.7M (+2.2M smartphone owners)
Jul 2010
Google 9.1M (17.0%, +2.7M smartphone owners vs May2010)
Apple 12.7M (23.8%, +0.7M smartphone owners)
RIM 21.0M (39.3%, +0.5M smartphone owners)
MS 6.3M (11.8%, -0.2M smartphone owners)
Total 53.5M (+4.4M smartphone owners)
May 2010
Google 6.4M (13.0%)
Apple 12.0M (24.4%)
RIM 20.5M (41.7%)
MS 6.5M (13.2%)
Total 49.1M
Most of the recent smartphone market growth is thanks to Google (Apr2011 total growth 11.4M, Google alone 9.1M... Dec2010 total growth 7.5M, Google alone 7.2M).
Roughly a quarter of the market is owned by Apple (hardly any changes since May 2010 share-wise, 7.4M more iPhone owners).
Sick increase by Google - share-wise from 13% to 36.4%, 20.8M more Android phones on the market since May 2010 (vs 25.5M total smartphone increase!!).
So people not only move away from RIM (-1.3M) / MS (-1.5M), a lot of them join the smartphone family.
I think Google will own half of the market. Apple a quarter and the rest will share the remaining quarter. At least in the near future
