With Android zooming past Apple in the mobile space, many people have been wondering if we’re seeing the same movie again.Is Apple about to be lapped in mobile by Google just like it was lapped on the desktop by Microsoft?
Predictably, Apple’s top execs say, no way. Bernstein analyst Toni Sacconaghi met with them last week. Here’s what he heard:
“While acknowledging the current success of Android, all three Apple executives noted that iOS’s competition vs. Android was not analogous to the Windows vs. Mac battle for several reasons, and that they believed fragmentation in Android was beneficial for Apple. Tim Cook noted that Android was ‘not a thing’, but rather ‘many things’ and that OEMs’ desire to differentiate their Android offerings was beneficial for Apple. He and Eddy Cue also noted that Apple has 70K iPad applications, while Android tablets have very few, and that Android’s OS upgrade process was much more difficult than Apple’s, leading developers to have to support more Android versions.”