Thoughtful analysis from Mark Reschke in T-GAAP on how and why Apple can win the mobile market:
Some critics believe Android is the new Windows, believing Google has tapped into the consumer herd, destined to repeat Windows victory over the Mac in the mobile space. Like Microsoft’s PC conquest, Android is making that familiar push to the lowest common denominator, bolted on everything from cheap phones, eBook readers, to lousy resistive touch tablets. Its banter that sounds good, but this shallow and dated analysis isn’t accurate.
As Google and Microsoft begin their race to the bottom, Apple can do what they do best, float above the chaos with superior product and marketing skill, capturing a large share of the market by doing so. It may not be the 70% MP3 market share Apple holds onto with iPod, but with an ASP of $608 an iPhone, I think Apple can live with a slightly smaller majority choosing iOS solutions.
So, with Android and iPhone OS, it’s not Microsoft’s Windows vs. Apple’s Mac again? Actually, it is, though for different reasons. Android OS will not achieve Windows’ market dominance. Portable devices will remain fragmented for years. iOS will, like the Mac, remain a highly profitable and desirable market niche.