The comments keep coming in five days later. UPDATE: This comment thread (almost 600 comments) is probably the most active comment thread in the history of this blog. If you want to understand why this is happening, go read it. Bill Gurley of Benchmark wrote a great post about Google's mobile strategy earlier this week called " The Freight Train That Is Android". It has created a business model for Android that is very attractive for handset manufacturers and allows these OEMs to drive down their costs rapidly while continuing to deliver a top quality smartphone experience. ![]() And most of the growth in smartphones is going to come from the developing world in the next five to ten years.įinally, the reason for all of this is that Google is not attempting to monetize its mobile OS. I believe Android will be stronger in the developing world than it is in the developed world. And so if you want to be in front of the largest number of users, you need to be on Android.Ī few other points are worth making. But as I've been saying for several years now, I believe the mobile OS market will play out very similarly to Windows and Macintosh, with Android in the role of Windows. ![]() ![]() I expect (and hope) that iOS will remain a strong competitor to Android. It looks like the Verizon iPhone launch is helping iOS hold its own with 25% of the market. comScore's February mobile numbers are out and here's where things stand in terms of OS market share in the US. iPhone had a fantastic February on the back of a strong launch of the Verizon iPhone. Roughly six months ago, I put up a blog post suggesting Android was going to be the dominant mobile phone operating system and that developers interested in the largest user bases ought to start developing for it in preference to iOS.Īs you might expect, I got a lot of heat from Apple fanboys for that post and one of the strongest points they made was that we had not yet seen the effect of the Verizon iPhone on market share numbers.
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