It doesn't exactly seem fair to say Google is up 48% when they went from 2% to 3% of the market. It seems to me that their growth is almost entirely coming from Samsung. The numbers are jumpy enough that I also wonder how much when different phone makers announce their new wares affects the numbers.

I think he means Google phones, ie Pixel.

I am not surprised because they've been advertising pixel really hard, and they are good phones. Still, it seems a lot more likely to eat into Samsung than Apple market share.

I agree Google is more likely to eat Samsung shares till they offer an equivalent high end as Apple, but that may take a decade or more with phone life at Google and Samsung support moving closer to Apple's model of six years or more.

And yeah it is way easier to grab marketshare at the 2% range then to take Apple head on with say 40% market share in USA.