SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Inc.
AAPL 273.40-0.1%Dec 26 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kelly G. who wrote (148059)1/13/2013 10:34:36 AM
From: slacker7115 Recommendations  Read Replies (1) of 213177
 
2) Apple developers still prefer overall to develop first for iOS
3) Vendors develop for the iPhone first since there are so many Android models
4) Buyers of cheap Android phones upgrade and often upgrade to iPhone

Yes, this is true today. However, Google Play revenues are growing substantially faster than iTunes apps revenues, and considering the difference in the growth of installed bases, we are going to eventually see a crossover point.

Moreover, I think you need to look at apps revenues on a geographic basis. Developers are always going to develop a version of their app for iOS in the US. However, that is likely to be much less true in various other geographies. The iPhone has a sub-5% market share in Brazil. Are the leading retailing, banking, music, and tv sites in Brazil going to develop iOS apps if that share continues? The question needs to be asked in any number of other developing countries.

At some point, it would be entirely possible that consumers in these countries would need to decide to buy the iPhone despite the availability of local apps. That would be a very bad position for Apple considering the increasing importance of these consumers in their future growth.

Slacker
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News