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Android phones finally account for a larger share of smartphone Web traffic than the iPhone,...

Android phones finally account for a larger share of smartphone Web traffic than the iPhone, according to StatCounter. This development, which was arguably inevitable in light of the huge unit share lead Android has opened up, has big implications for Google's (GOOG) mobile search revenue, since the company pays a much larger search revenue cut to Apple than it does to Samsung and other Android OEMs. The iPad still has a big edge in tablet Web traffic over Android rivals.
Comments (10)
  • wigit5
    , contributor
    Comments (3982) | Send Message
     
    Taking a bite out of the apple I see...
    6 Mar 2013, 12:40 PM Reply Like
  • mogando
    , contributor
    Comments (313) | Send Message
     
    look at the charts again. it's clear that most of Android's gain come from Blackberry, Symbian, and expanding in low-cost low-margin "emerging markets"

     

    iOS gets a really respectable share in Japan despite not being available on the largest carrier - NTT DoCoMo.

     

    And how convenient of them to leave out tablets, even though it's the other main pillar in the "post PC" computing world.
    6 Mar 2013, 12:51 PM Reply Like
  • petten
    , contributor
    Comments (128) | Send Message
     
    People vote with their wallets.

     

    The trend looks more and more like Apple versus PC clones in the Microsoft era.
    6 Mar 2013, 02:12 PM Reply Like
  • Macro Investor
    , contributor
    Comments (8783) | Send Message
     
    This must be bullish for Apple?
    6 Mar 2013, 06:23 PM Reply Like
  • Ashraf Eassa
    , contributor
    Comments (8856) | Send Message
     
    Apple still seems like a solid short...
    6 Mar 2013, 06:30 PM Reply Like
  • Ghosts of Kariela
    , contributor
    Comments (152) | Send Message
     
    Now if this was due to Samsung taking away large amounts of share from Apple you might have a good case. However that is not the case, it seems that Android is taking share away from other low end players. Furthermore, as it would seem that the top end market is solely dominated between the Galaxy series and iPhone. Now in the event that AAPL releases a cheaper phone to target the Asian markets specifically, it would not be hard for them to take share from Android in the lower end areas. While the stock may be a technical short, the rapidly rising dividend is reducing downside rather quickly.

     

    Furthermore, AAPL is cutting into the education sector in ways that samsung can't do as well. I saw one particular public school in Houston, TX that had rolling carts available with iPads connected to chargers inside, many classrooms had an apple TV hooked up to smart boards or projectors, the library while primarily having PC's, had some Apple laptops available (not that new of a model), there where also a few iMacs. Furthermore, I noticed that the PC's (really old dells) were quite slow and not at all easy to use. Now this is primarily due to the schools poor choice, but this trend is visible in the students's choice of personal electronics, which was many iPhone's of various models and some Galaxy phones. Now this school is obviously not really in a middle class neighborhood, but one of the more wealthier ones, but you can see that the technology apple uses is becoming increasingly integrated into the overall system.

     

    In my personal experiences, I have noticed that many highly-"tech conscious" or "tech savvy" people use Android. Many of them don't see why the iPhone is so successful, as it isn't open source and it's boxed in and hard to modify and controlling. Many also cite iPhone versus Android specs, trying to state that they have similar specs so iPhone is overpriced.

     

    What I think they fail to notice and many in the tech community fail to notice, is that iPhone is not designed for those who know a lot about computers, hardware or programming, the phone is designed for those who don't know much about those things and don't care. Most people won't care that Apple is a closed system, I frankly don't see too many caring about changing batteries.

     

    Apple is selling the software and the inter-contentedness of the ecosystem, Google hasn't successfully pulled that off yet and is years behind apple in terms of ecosystem. Windows stood a chance, but they still have to deal with some fragmentation, and the fact that practically every person I know strongly dislikes windows 8 kind of sets Microsoft back a bit. Surface is ending up as a niche product at best, as the vast majority of consumers have no real need for a tablet that can be a computer. A China Mobile deal and NTT DoCoMo deal could work well too.

     

    GOOG's Valuation already indicates strong growth, AAPL's doesn't indicate any growth what so ever in a growing phone and a rapidly expanding tablet market. Given all the potential catalysts above, not even including any potential cash distribution, you think AAPL is a solid short? What would be a solid buy then? Think about it, go and do a survey of some of the teenagers in the country, do some on the ground research and find what institutions are using Apple products and how they are implementing it. Just some thoughts from a iPhone and XBOX 360 owner, typed on a Microsoft Desktop on a Samsung monitor.

     

    Long $AAPL and underwater, will consider adding more if it breaks through $400.
    7 Mar 2013, 02:30 AM Reply Like
  • Minutemen
    , contributor
    Comments (768) | Send Message
     
    What? No AAPL fans protesting about how much better AAPL products are and how it's so unfair that Mr. Market has not treated the stock with more respect?
    6 Mar 2013, 07:51 PM Reply Like
  • hahaha48
    , contributor
    Comments (1048) | Send Message
     
    it is going to get worst for apple
    there should be more web usage for larger screen phones and they are all non iPhones

     

    but tablets should save apple for the next 12 month
    6 Mar 2013, 09:37 PM Reply Like
  • opinionguru
    , contributor
    Comments (19) | Send Message
     
    What does this point to.. Beginning of the End(end of apple's domination)?? or just a aberration and things will be back to normal with its new product releases in the summer??
    7 Mar 2013, 04:39 AM Reply Like
  • Macro Investor
    , contributor
    Comments (8783) | Send Message
     
    Everything will be back to normal. It has to.
    7 Mar 2013, 07:32 PM Reply Like
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