in what markets?
Android is pushed by a dozen manufacturers currently in every carrier in the world. Their explosive growth is attributed almost exclusively to 2 facts: they had a 5 fold increase in carriers and nations selling it year over year vs 2009, and manufacturing supplies are coming on line to meet the larger demand. In 50% of the markets, they're not competing with Apple, but nokia and WP6 and RIM only (none of whom have a current generation smartphone device). Of COURSE google took 80%v of those markets in smartphones, (and some 30% in total phones).
Apple is making slow and steady growth at 30% quarter over quarter. They're sold to but HALF the population of Android, but have 80% of the sales total, and that sales base is increasing steadily as Apple gets access to more parts. Their growth is not limited by the customer's who want it, it's limited by the customers who can currently GET it, and by Apple's choice of who and when. Who can GET it still is growing, predictably, but Google can;t claim that for themselves anymore, since they;re already sold everywhere...
Google did not stifle the android rollout, and they had explosive growth mostly because RIM and MS are late to the party and Palm died. There are 2 modern platforms in the world, and half the world only has access to one. In the other half of the world that has access to both, Apple is the 2:1 victor (and on some carriers, as much as 9:1).
Apple is adding nations and carriers, continually. Google no longer can. Google can't have any more growth without taking it from someone else, but Apple is entering new markets still (and will continue to for 2 more years), allowing them to grow solely at the sacrifice of their competition. Some 40% of people buy iOS where it;s available, but the rest of the market combined (other than google) is not 40%, so the only possibility is that as Apple expands, GOOGLE has to come down, at least in some percent. Since they have no more markets to open, only market expansion in general (people buying cell phones who never had one, a smaller and smaller pool), or taking from their competitors leads to growth, but apple takes more of that then the pace of market expansion. This means Appel can grow yet another 30% each quarter in 2011, but google has already hit a wall... They can not grow again as fast as they did, and now they compete with themselves (HTC stealing from moto, stealing from LG), and Apple's not there to steal from. If google adds 50% more handsets in 2011 than 2010 it will be amazing. Apple could easily sell double. Just adding VZW alone, and NO other nations, Appel will sell more handsets thi year than Google sold last year, and that means some 6-8m less google handsets in the process too.
Every now iOS market is less sales for Google. There are no new Google markets to be had. They can only do up as the market does, and apple can go up MUCH faster... Google can not hold the lead unless they outsell Apple where apple is also sold, and today, they're only doing HALF the sales in those markets. If the pace continues, Apple could have 40% of the world market, and Google might have 20%.