Apple fans howl with derision at the suggestion that this could be deja vu all over again. Apple is CRUSHING everyone, they point out. The iPhone is way better than any Android phone. The App Store is miles ahead of the competition. The joy of Macs and iPads are the seamless integration of hardware and software. And so on.
So, Henry. What could kill this Apple Juggernaut? A new browser?
Over the past 20 months, Chrome’s browser market share has gone from 0% to 7%. Apple Safari’s market share, meanwhile, has gone from 3% to 5%. Extrapolate those trends for a few more years, and Apple will be left with the same thing it was eventually left with in the PC market: a niche. Google, meanwhile, will be on its way to overtaking Microsoft and Firefox.
Safari is already a marginalized browser—on the PC. Not on the Mac. Not on the hot selling iPhone, iPod touch, or iPad. Since browsers are free anyway, and since Safari and Google’s Chrome share the same engine, how is Apple harmed by a few PC and Mac people using Chrome instead? The logic escapes me. And Blodget gets paid for such drivel.