Right now it’s a two-horse race in the mobile platform wars, but Apple has surged since the release of the iPhone 4S in October. According to a new report from Nielsen, Apple’s U.S. smartphone market share stood at 32 per cent in February. However, among people who have purchased in the past three months, Apple is at 42 per cent.
This suggests that smartphone market share numbers which show Android crushing iOS only show part of the story, and that iOS is coming from behind in a major way.
As we argued in a recent note, Apple has garnered a developer “network effect” because it monetizes at more than 4 times the rate of Android. As a result, new project starts for apps have overwhelmingly skewed towards iOS. Why does this matter? Consumers are largely drawn by the content ecosystem that surrounds their phones, not just the hardware. In other words, as goes the developer, so goes the consumer.
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