Saturday, May 11, 2013

Android is Crushing Apple and Microsoft- ZDNET

Here is latest on growing Android Dominance

http://www.zdnet.com/android-is-crushing-apple-and-microsoft-in-the-mobile-device-market-7000015206/

Here is my take:

Android will be the new MS for Apple. In 1980s, Apple Mac was hardware + OS and never licensed to others. Microsoft had poorer technology and was a later starter. But it created an ecosystem of PC manufacturers. Along with Intel, it created a need for its latest Operating System running on fastest processor. In less than 10 years, Apple was gone and Microsoft ruled the world.

iOS is a fantastic innovation but again Apple controls the hardware and software as well as the App marketplace. But they never focused on emerging markets- the poor of Africa and India would never know what a Smart phone is without Samsung and Android.

So in India, you have a Samsung crushing everyone else with greater market share than everyone else. India and Africa are one of the fastest growing Smartphone markets. But Samsung was smart enough to even provide toys for the relatively rich in emerging markets.

So what we have now is a Samsung emerging monopoly in sub-Rs. 20,000 segment and a mighty fight with Apple in Rs. 25,000 plus segment.

India will have more than 300 mn smartphones by end of 2014- 95% of this will be Android.

Apple took India for granted for too long. Mistake- as India will be one of the biggest contributor to Android growth.

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