iSuppli Sees Google's (GOOG) Android Overtaking Apple's (AAPL) iOS in 2012
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iSuppli is making a big prediction today and it has to do with Google's (Nasdaq: GOOG) Android OS and Apple's (Nasdaq: AAPL) iOS. They say that Adroid will overtake iOS in 2012.
According to their data, iOS phones will amount to 62 million in 2012, up from 25 million in 2009, but Android devices will top 75 million, from 5 million in 2009, a modest 1400% increase. The numbers will give Android a 19.4% share of the global smartphone market, up from 2.7% in 2009. Apple will see a flatter rise from 13.8% in 2009 to 15.9% in 2012. iSuppli then sees Android grabbing 22.8% of the market in 2014, whereas iOS will fall to 15.3%.
One of the big reasons that they cite may be obvious to many: iOS is limited to Apple products, but Android is offered through many different devices.
Consider the growth of the pie as well: a $108.6 billion market in 2009 growing to about $250 billion in 2014, according to iSuppli calculations. Moreover, though apps, advertising, and premium content are revenue drivers today, iSuppli believes that the market is in its infancy. Income from mobile spending could reach $100 billion by 2014.
The battle can only heat up, as Apple rolled out their iAd system for advertising this year, and Google's recent acquisition of AdMob will certainly give them a foot up on the competition. Google is also making it easier for the common person to develop applications, with their App Inventor, which will make their Apps Marketplace more competitive with Apple's App Store.
Shares of Google are trading just about flat today, up 0.02% to $506.43. Apple is down 0.62% to $261.35.
According to their data, iOS phones will amount to 62 million in 2012, up from 25 million in 2009, but Android devices will top 75 million, from 5 million in 2009, a modest 1400% increase. The numbers will give Android a 19.4% share of the global smartphone market, up from 2.7% in 2009. Apple will see a flatter rise from 13.8% in 2009 to 15.9% in 2012. iSuppli then sees Android grabbing 22.8% of the market in 2014, whereas iOS will fall to 15.3%.
One of the big reasons that they cite may be obvious to many: iOS is limited to Apple products, but Android is offered through many different devices.
Consider the growth of the pie as well: a $108.6 billion market in 2009 growing to about $250 billion in 2014, according to iSuppli calculations. Moreover, though apps, advertising, and premium content are revenue drivers today, iSuppli believes that the market is in its infancy. Income from mobile spending could reach $100 billion by 2014.
The battle can only heat up, as Apple rolled out their iAd system for advertising this year, and Google's recent acquisition of AdMob will certainly give them a foot up on the competition. Google is also making it easier for the common person to develop applications, with their App Inventor, which will make their Apps Marketplace more competitive with Apple's App Store.
Shares of Google are trading just about flat today, up 0.02% to $506.43. Apple is down 0.62% to $261.35.
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