Three Guys and a Podcast: Apple News & Analysis
Today's world is filled with flurry of reports and metrics of all shapes and sizes following everything mobile. Web traffic, app downloads, advertising revenue and profitability of mobile companies is among the mammoth list we are inundated with on a daily basis. The data can become overwhelming, but one thing has become abundantly clear: Apple’s iOS is dominating Google's Android save but one area — market share. However, even that metric is continuing to shift in Apple’s direction.
The latest report on handset performance comes from research firm Kantar Worldpanel, with their latest data revealing Apple grew U.S. market share 3.5% to 41.9% for the 3 months ending May 2013, compared to the same period in 2012. Android held steady at 52%.
According to Net Applications, Apple’s iOS continues gaining in web usage climbing to 66%, while Android continues to maintain a flat figure of around 20%.
Advertising revenue is also on the climb for Apple and on the decrease for Android. This is likely Google’s most worrisome statistic, as the company’s core profits stem from online and app-based advertising campaigns. Google makes most of its money through iOS advertising, but would dearly love to have the bulk of its profits coming from Android, the platform they can largely control. The latest report from research firm Velti reveals Android lost 5% of its impression share from May 2012 vs May 2013, while Apple's iOS picked up the same percentage, moving from 36% to 41%.
The latest data revealing Android's share in the U.S. is, at best, treading water leaves little for Android proponents to cheer about. Apple is continuing to grow its smartphone market share with a nine month old iPhone 5 (and older iPhones). Apple growth with legacy smartphones during a time of HTC's vaunted HTC One launch and Samsung’s massive Galaxy S4 push, clearly spell out that Android’s momentum has stalled.
Google apologists continue clinging to the theory that market share is king and will eventually win the day, but that theory is far too simplistic and carriers with it many assumptions. The quiet, overriding assumption stems from Microsoft’s Windows dominance of the late 1990’s. The idea that Android will also dominate the way Windows did due to market share is severely flawed. Every PC shipped with an un-fragmented, un-customizable OS, to which Microsoft’s only desktop competition was an inept pre-Steve Jobs Apple Computer. Linking the idea of Windows success to the mobile industry is pure fiction.
Apple stands to make even greater gains this fall with all new iPhones. Key to Apple growing world-wide market share is a highly rumored, low-cost iPhone designed specifically to take on Android in emerging markets, where Apple has seen little success with the high-end iPhone. Multiple new iPhones this fall will weigh further on Android's share.
Apple's assault is coming this fall with multiple product launches, and will reinforce the company's true strength over Android — Apple's end-to-end platform.
Apple’s iOS is the most seamless platform in the entire mobile space, tying together their smartphones and tablets in a way Android has not been able to replicate. Android is a field of fragmentation, and has been particularly weak in the tablet space. This fall, Apple will be releasing iOS 7, but also Mavericks, the latest Mac OS. Google does not have a fully featured desktop OS, which Apple continues to leverage for an overall advantage.
With Mavericks, iOS 7, all-new iPhones and iPads arriving this fall, Apple is highly likely hit new to hit new levels in virtually every metric measured, leaving Android to slide further into second fiddle status — even in market share.
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