iPhone vs. Android a tight race but iPad puts iOS 'way ahead' in mobile OS war
During Apple's Q1 2012 earnings conference call on Tuesday, Cook made it clear that he believes iOS is a key component to the company's future, saying that the success of the iPhone 4S and iPad is indicative of a slow move away from the desktop PC.
When asked if iOS versus Android was becoming a two-horse race similar to the Mac and Windows rivalry, Cook explained that the mobile device market is much more nuanced and is a very important facet to Apple's sustainability.
"The Mac has outgrown the market for over 20 quarters in a row, but still has a single digit percentage of the worldwide market," Cook said. "iOS, you look at phones, tablets, the iPod touch, we've sold over 350 million iOS devices. Over 62 million of those were done in the last quarter alone."
In looking at recent data from analytics firms, the iPhone has been showing steady growth when compared to Android handsets. Despite a shortage of supply, Apple managed to move 37 million iPhones last quarter.
For the Oct./Nov. period in the U.S., which accounts for only a portion of iPhone 4S sales, NPD saw Apple's smartphone holding a 43% market share while Android had 47%. A following report from Nielsen, which adds in month of Decemberm shows iPhone market share slowly increasing to 45% while Android holds steady at 47%.
"It seems like all of the data that I've seen in the U.S. would say that it's a very close race in iPhone [and Android]," Cook notes. "I wouldn't say it's a two-horse race, there's a horse in Redmond that always suits up and always runs and will keep running, and there's other players that we can never count out."
Cook said that Apple will somewhat ignore how many "horses" there are in the crowded mobile marketplace and focus on innovating to "make sure [it's] the lead one."
Apple CEO Tim Cook at the iPhone 4S launch event in October | Source: Reuters
In looking to the future of iOS products, Cook commented that tablets like the iPad will one day surpass the PC market, and sees Apple's offering as being peerless among a litany of models running on Android, Windows and other platforms.
Citing recent IDC data that shows desktop sales in the U.S. were trumped by tablet sales during the last quarter of 2011, Cook claims that there are different indicators for significant momentum in the space.
"We're really happy with the 15.4 million iPads that we were able to sell," Cook said. "This is consistent with our long-term belief that we've had since before we introduced the product that this is a huge opportunity for Apple over time."
The Apple chief doesn't see other tablets like Amazon's Kindle Fire or similar Android models as threats to the iPad's crown. Cook notes that consumers want to use their tablets in a variety of ways and the "limited function" tablets and e-readers simply don't have Apple's robust ecosystem of over 170,000 iPad-optimized apps.
"I think on the iPad side, although I don't have specific numbers to share from third parties, I think that all of us inherently believe that iPad is way ahead there," Cook said, adding that "there's really no comparable product to iPod touch out there, so iOS is doing extremely well. What we focus on is innovating and making the world's best product."
54 Comments
We're almost 2 years in and the iPad still has no real competition. I don't see that changing in 2012.
I'm going to quote myself...
It's fantastic how quick and easy it is to recategorized devices depending on the statistic one is trying to peddle. The iPad is like the chameleon of consumer devices! This is how conversations go down on AI...These PC OS platform statistics look terrible!
Ah, that's a lot better! But these "largest PC vendor" stats don't look right. Apple isn't quite at the top!
Hang on... if the iPad is counted as a "PC" then what are we going to do with the "media tablet" stats?
Oh no! I've just realized iOS isn't the highest selling smart phone OS
That makes heaps of sense! If only we didn't include the iPad as a PC and a media tablet we could create a new "mobile OS" category that iOS can win!
Cool. So is Android's growth much higher than iOS at the moment?
Doesn't Android have a lot of apps as well?
Oh. Well that makes sense. Isn't Android getting a lot of quality apps now as well?
Doesn't that mean Apple over-charged me for my iPhone?
Well now I'm confused.
I am delighted with my iPad, and my grandson can hardly wait for the iPad 3, because I promised him the one I have as a hand-me-down.
Let's do some math. Google does 700,000 activations a day now of new devices. That's 63,000,000 a quarter. Being that the iPad "has no real competition" and iPod touches have no real competition, that leaves most of those 700,000 activations a day as smart phones. Apple sold 62 million iOS devices last quarter with 37million of them being iPhones. How is the iPhone closing the gap? I think I'm missing some math here because it would seem a blow out on the smart phones in Android's favor. Or its just a real good spin by Apple.
We're almost 2 years in and the iPad still has no real competition. I don't see that changing in 2012.
I do, later this year. Android tablets will come and go and cannibalize each other. Tim alluded to it, the sleeping giant in the room is Microsoft. While I'm beyond positive the reception here is one of point and laugh, but Windows 8 tablets will get attention in the larger market. Will they be an iPad killer? no, probably not. Will it be a legitimate competitor? Absolutely.