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Originally Posted by kennyc
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"Market share! Market share!" cried the mob. Will it ever learn a new refrain?
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Only theres one little problem with the theory that market share matters most in a platform war. By every imaginable measure and in every way that conceivably matters, it is iOS not Android that is winning the platform wars. And it isnt even close.
A computing platform is made up of any number of attributes. Some examples of those attributes are:
adoption of operating system updates; accessories; advertising revenue; app primacy, quantity, quality and profitability; business adoption, BYOD, commerce; consumer assurance, entrustment and confidence; content revenue; control of the platform; credit card numbers; culture; demographics; developers; ease of use; eCommerce; ecosystem; education adoption; engagement; enterprise adoption; government adoption; in-app commerce; integration; lock-in; loyalty; monetization; profits to developers, content providers and publishers; popularity with teens; re-sale value; reliability; repeat customers, retention; safety; satisfaction; security; shopping; stability; stickiness; store quality; switching costs; trust; usage; video views; web traffic.
In every platform attribute listed, it is iOS not Android that is leading and in many cases it is iOS that is dominating.
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This just isnt that hard. The two basic realities that matter most to a platform are that developers get paid to develop more and better apps and that consumers get incentivized to buy more apps and pay more for those self-same apps.
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Android can continue its unit and user market share dominance without impinging on iOS platform dominance because it is developers and dollars that are the only market shares that really matter.
It is iOS not Android that is attracting the third party companies to build products and services on top of their platform.
It is iOS not Android that is becoming more valuable with greater customer lock-in.
It is iOS not Android that developers, content providers, advertisers and eCommerce sites are standardizing around.
And it is Android not iOS that is in danger of having the value of their smaller platform collapse.
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Why Android's Market Share is no Threat to Apple's iOS Platform