Apple’s mobile Web dominance continues to grow; iOS outpaces Android in Web usage

“Two data points that counter the prevailing wisdom on Wall Street — at least as reflected in its valuation — that Apple is toast,” Phillip Elmer-Dewitt reports for Fortune.

“The latest report from NetApplications, posted Monday, shows Safari’s browser share of the mobile Web growing to 61.79% in March, up from 55.41% one month earlier,” P.E.D. reports. “[A chart released by Piper Jaffray analyst Gene Munster] shows iOS generating more than twice as much traffic as Google’s Android — despite the considerable advantage Android has worldwide in the sale of mobile phones.”

Read more in the full article here.

15 Comments

    1. Google must pay – AndyBotOS must die.

      Windows and Rim – HTC and Samsung and LG have had it far too easy to come to market… ITS LATE TO PROTECT AMERICAS IP but not too LATE to WIN – the legal system needs to smarten up and go pro Americano.

      Google open-source, the free OS – is proof that it hurts America — it shows why this is a sell out to China / Asian companies – taking American dollars to buy Android / Samsung, HTC & LG devices.

      American telephone companies should also not be supporting the sales of these devices. Its false competition… going against Apple should be criminalized… buyers and sellers should all be ashamed offering Asian products not worthy to compete.

      None of this should ever had happened.

      Googles’ Android, must die.

  1. This is a consistent theme. I would like to see some research done to see why iOS leads in this category (and others) by such a wide margin when Android unit sales are reported as being so far ahead of iOS. That kind of data mining could turn up some valuable insight for the Wall Street people.

    1. why…

      because even though many Android phones are said to be sold the majority sit on shelves.

      Its Walmart, Target, BestBuy, T-mobility, Bell and Rogers who are buying up SHIT loads of these devices make deals to SELL but the actual public is not buying them as claimed.

      The Polls are falsified. Because the competition really is not there.

    2. Many people get android phones because they are cheap, closer to a feature phone.
      They have no interest in web surfing, file sharing, watching video. They put animated monstrosities as their background, use obnoxious ringtones and stare at Facebook on it.

      1. I believe that you nailed the primary factor. Android simply displaced Symbian as the feature phone OS. My family has several Android phones, a Win7.5 phone, and an iPhone 4s.

        The only one with a data plan is the iPhone. I wouldn’t waste a data plan on the others. They are simply feature phones with an improved user interface (compared to the previous generations of feature phones). If I could have purchased iPhones cheap enough, then we wouldn’t have any Android or Win phones at all. but it gets expensive when you need six of them.

  2. The greatest thing about the smartphone revolution, in my opinion, is having the internet in your pocket. As I repeatedly watched that Macworld 2007 event in the months leading up to the iPhone’s release, what I found most mesmerizing was Safari–the prospect of pulling a magical device out of my pocket that enabled me to surf the web no matter where I stood. The first thing I did after I set up my 1stGen iPhone was touch that Safari icon. It was like newfound freedom, like buying your first car. And that’s what I’ve been experiencing for almost six years now.

    If you have a smartphone that doesn’t allow for easy and intuitive web browsing then you should question whether your phone is really all that smart in the first place.

  3. These are the type of things that really confuse me. Wall Street believes Apple is doomed mainly because the common consumer is buying cheaper smartphones which assumes there is no place at all for iPhones. All that’s really indicated is that iPhone sales just can’t be nearly as high as Android smartphones but I think that iPhones sales will continue to grow to a certain percentage and maintain that.

    I don’t see anything wrong with Apple’s strategy at all but Wall Street sees that as a huge negative. Eventually, even Android growth has to stop but that doesn’t mean it’s doomed either. Even if there are billions of Android smartphones in service there could still be hundreds of millions of iPhones, too. Just because Porsche can’t sell as many vehicles as GM it doesn’t mean Porsche is doomed. Porsche just has to keep a decent balance sheet.

    I honestly can’t figure out what investors are thinking when they believe that when a company has less than majority market share it means the imminent death of a company. I’m sure it could, but that’s not a sure thing, because it could also happen to a company that has major market share. It’s certainly not a universal constant or anything.

    1. Good post, LB48. There were hundreds of millions of cell phones in circulation before the release of the iPhone, too. It took a couple of years for iPhone sales to ramp up. Even following the ramp up in unit sales through 2012, iPhone sales are a relatively modest percentage of overall cell phone sales because many people stick with the simpler and cheaper cell phones (“feature phones”). The definition of a feature phone has changed over time. Soon, I suspect that nearly all cell phones will be smart phones (that is, capable of being used as smart phones, although not necessarily utilized in that fashion). Go forward a few more years and data plans will be ubiquitous. All phones will be smart phones and some will be smarter and more capable than others. Apple will stay near the high end of that scale and will continue to be highly successful.

      What appears to worry Wall Street and investors is future Apple profitability. The iPhone brings in roughly half of Apple’s revenue and the majority of its profits. So a reduction in iPhone profit margins will have a material impact on Apple’s future profitability, even if unit sales remain strong or continue to grow. When you are investing, you are primarily interested in the future revenue stream that a company is predicted to generate. So the concerns are relevant. I just believe that they are overblown and inordinately affected by unsubstantiated rumors and FUD.

  4. The impact of the pundits’ rumors and faulty is so disproportionate to the impact of factual stores like this. The Apple investor community pays way to much attention to the hype (both positive and negative). Many claim to have be research firms can’t discern facts from rumor. The one repeatable truth that is shown year after year is that users of Apple mobile products always use them online more and make more online purchases than any other company’s products. I’m quite sure that the results will be the same next year, as those using and buying the Apple devices will at that time still be far more likely to use them online and make online purchases.

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