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The other thing to consider is the normal consequence of the 90:9:1 rule, which I'm not sure applies to the current mobile market. One of the reasons why that r
by curun1r 11y ago
The other thing to consider is the normal consequence of the 90:9:1 rule, which I'm not sure applies to the current mobile market. One of the reasons why that ratio is problematic is that one company is reaping the vast majority of the profits and can invest more heavily than competitors can. This leads to stagnation as the entrenched company invests just enough to keep their product superior to competitors and keeps the rest as profits.
But the mobile market is unique in that the revenue share is much more even. Apple's share of mobile profits is far more than the 14% of mobile users mentioned. This means that despite Google having a large lead in the overall number of users, both companies are able to invest similarly in their platform and the competition between the two is far more intense than almost any other 90:9:1 situation. The same holds true with the ecosystems around the mobile platforms...iOS users are much more valuable to app developers and the Android market is much more fragmented which means that both ecosystems have a thriving developer community.