In other words, Apple is the loser in technology devices; first to Microsoft as Windows owned the PC world, and now to Google’s Android which owns the smartphone and tablet world. It’s difficult to argue against the math, isn’t it? Microsoft won. Google won. Apple lost. It’s math, right? Yes.
There is little question that Microsoft’s Windows trumped the Mac in desktop and notebook PC marketshare, and still retains well over 80-percent of the traditional PC business.
A funny thing happen along the way to the bank, though. As Microsoft was busy counting profits and investing money to diversify itself, it ends up that Apple is the one that laughed all the way to the bank.
How so? Apple’s Mac sales are growing while traditional PC sales are dropping as users move to the mobile arena. The Mac accounts for half the PC industry’s profits.
If the world is going mobile then that’s exactly where Apple lost again. Substitute Google for Microsoft, and Android for Windows and it’s déjà vu all over again. Android won, iPhone (more specifically, iOS, including iPad) lost.
Math is math, right? Google’s Android constitutes about 80-percent of the mobile device (smartphone and tablets) industry, while Apple’s iOS has slipped back to Mac-like marketshare.
Unfortunately for those members of the Religion of Marketshare™, there are other numbers that are substantially more important.
Whither Art Thou, Mobile?
Microsoft dominated and continues to dominate the traditional PC business, though among manufacturers Apple soaks up the lion’s share of profits. That’s exactly what takes place in the mobile device segment.
Except for some revealing numbers– Microsoft is nowhere to be seen in mobile, and Google hasn’t managed to do anything in the mobile industry except spend money. Apple seems rather old fashioned with a constant eye on those profits. Yes, in mobile as in PCs, Apple owns most of the industry’s profits.
The hundred billion or so in profits Microsoft has gathered this century have been wasted in efforts to diversify the company away from cash cows Windows and Office. What success has Microsoft had?
Google, too, has made tens of billions in profits this century, and invested a large chunk of that to diversify the company away from the cash cow of desktop search engine advertising. What success has Google had?
In fact, Google has lost tens of billions of dollars trying to make the same dent in mobile advertising that it made on the PC desktop, but to no avail. Roughly half of Google’s minuscule mobile profits come from Apple’s 800-million iOS devices (the number sold, not the number still in use; but you get the idea).
Yes, iPhone vs. Android is very much like Mac vs. Windows. Apple is winning in both wars.
And, just as Windows became the domain of malware for PC users, Android has become the dominant malware platform among mobile devices. As they say, what goes around comes around, and Apple is coming around again. On the way to the bank.