New research from ABI research shows that Android shipments are falling for the first time, and Google's mobile operating system is under unprecedented threat.
That threat isn't from Apple. Despite its record-breaking financial success, the iPhone doesn't pose an existential threat to Google's Android. Apple isn't prepared to drop its prices enough to compete in the low-end and emerging markets that Google dominates.
There's a very real and growing threat to Google, however - and it comes from Android itself.