iOS Will Murder Android (GOOG)... Once Apple (AAPL) Has Guts to Pull Trigger

February 12, 2013 2:33 PM EST
Get Alerts AAPL Hot Sheet
Price: $120.00 +0.18%

Rating Summary:
    60 Buy, 10 Hold, 5 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 30 | Down: 30 | New: 23
Trade AAPL Now!
Join SI Premium – FREE
In terms of market share, iOS and Android ecosystems are essentially even, but this stalemate is not expected to last forever. On the contrary, the smartphone market of the future may have a population that includes only one giant, one midget, and perhaps a few ants.

Right now, no one knows for sure who the giant will be, either Apple (Nasdaq: AAPL) or Google (Nasdaq: GOOG), but analysts at JP Morgan think Apple's iOS has an edge over Android. The reasoning is simple. iOS appears to be winning whenever price is not an issue.

From a developer's perspective, it is easier to develop for iOS rather than Android. iOS has predictable launch data and less fragmentation. This developer preference creates an edge for Apple that could make the difference.

"We believe this much less fragmented ecosystem continues to drive developers to prefer Apple and has helped Apple to maintain application innovation leadership," said analyst Rod Hall.

"Android, on the other hand, has enabled a wider spread of device price points. This has allowed the company to run away with market share as the smartphone market has moved down to users looking for more economical handsets."

So, what does Apple need to do if it eventually wants to defeat Google? It is simple. Apple simply needs to produce cheaper phones.

Serious News for Serious Traders! Try Premium Free!

You May Also Be Interested In

Related Categories

Analyst Comments

Related Entities



Yeah, no.
Brian on 2013-02-12 15:56:25
Mark as Spam | Reply to this comment

You miss the fact Apple already provides cheaper iPhones called, "iPhones". The iPhone 4 is free (can't get much cheaper than that) with a service contract from a separate cell Provider, which One needs to purchase anyway to be able to actually use the iPhone as a phone. So, once One factors out the cell service cost, which any cell phone will need to have to actually work as a phone (not including PAYGO phones), Apple is already doing what is suggested.

gabriel on 2013-02-12 15:23:20
Mark as Spam | Reply to this comment

magnificent article, true times x1000

Add Your Comment