Android doesn't have to hit 90% to leave the iPhone far, far behind. That 90% figure is all your own, not mine.
“The iPhone 4 was only available in America for those few days it was on sale during 2Q, another reason why the 2Q number is unusually low. “
These figures are WORLDWIDE figures. Apple has PLENTY of carriers worldwide, not just one carrier like you claimed in your post. The iPhone is getting clobbered by the Androids in market share anyways.
“Conversely, many Android phones (Hero, Cliq, Galaxy S, etc.) are released overseas before they are released here.”
And Canalys made it clear that the US is still by far the biggest smartphone market on the planet, far outpacing China in smartphoine sales. Plus hot selling Android phones like the Droid X came out in rthe US after the end of Q2
The figures are worldwide, but for 2Q the iPhone 4 was only available in the US market, so only US sales could count. You are putting US-only sales of the iPhone 4 vs. worldwide sales of all Android phones.
And Canalys made it clear that the US is still by far the biggest smartphone market on the planet
Nokia is by far the world's largest smartphone maker, yet has very little of the US smartphone market. How? Because the US isn't the biggest market. What they sell outside of the US puts them on top worldwide.
Canalys, like other net analysis comapnies such as NetApplications, get NO COOPERATION from China for their statistics and are forces to GUESSTIMATE the Chinese market. They are not allowed to poll the Chinese populace, place their counters on Chinese Websites, place observers in Chinese retail stores, or otherwise gather data.