Numbers from NPD indicate that smartphones accounted for over a quarter of cellphones sold in the US in Q2-2009. The remaining 72% were so-called feature phones, some of which skate close to smartphone territory by dint of having text-friendly QWERTY keyboards.
…[NPD] said LG enV2 (at Verizon Wireless) and Samsung Rant (at Sprint Nextel) were the two most popular feature phones in the quarter–notable since both devices sport Qwerty keyboards. (NPD noted that physical, rather that touchscreen, keyboards shipped on 35 percent of handsets sold in the quarter.)
Blackberry has certainly migrated to consumers, with text-friendly, inexpensive (highly or fully subsidized) phones with the Pearl and Curve, the latter of which has been one of the top-selling handsets in the US for close to a year. With smartphones come data plans, and increased ARPU. AT&T notes that so-called “integrated devices” have ARPU 1.8X their average [PDF link]. The iPhone, which teardown analyses show has a component cost of $180 (note the difference between component cost and product or system cost), is now available for $99.
More from NPD here.