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Counting install base doesn't matter when you are comparing such different devices. There are more shoes than cars in the world, but that doesn't mean you are g
by rsj_hn 6y ago
Counting install base doesn't matter when you are comparing such different devices. There are more shoes than cars in the world, but that doesn't mean you are going to sell hood ornaments to people who only have shoes. The large number of cheap smartphones simply aren't going to be useful to run your office app, regardless of the size of the install base. And for the types of phones that will run your app well and give you access to the customers with the spending power you care about, you will discover that they cost a lot more than a standard desktop and about as much as a decent laptop. People who can afford those phones have options to use the best form factor and will use their phone when mobility is much more important than a lousy interface, which is why there has been so little success in the mobile app world outside of the top 10 apps, which are stuff like Uber, google maps, etc. But if your reasoning is to be followed, it must be the case that billions of people care mostly about maps, connecting with friends on facebook, and getting taxis than about using other applications, which isn't the case at all, it's just that's what people do on their phones.
- macintux 6y agoRoughly half of lower-income Americans don’t own a PC[1], and we have some of the highest market share in the world. I don’t have numbers handy outside the U.S. but again, 1 billion PCs doesn’t cover much of the population. The trend has been obvious for years: more and more people do all of their computing on smartphones. [1] https://www.pewresearch.org/fact-tank/2019/05/07/digital-divide-persists-even-as-lower-income-americans-make-gains-in-tech-adoption/ https://www.pewresearch.org/fact-tank/2019/05/07/digital-div...
- rsj_hn 6y ago89% of US households have a laptop or desktop. That doesn't mean each family member has their own, whereas it's more likely to have each family member have their own phone, say on a family plan. But in terms of revenue generating opportunity, if someone cannot afford a laptop or a desktop, they will not own an iPhone either, which accounts for 2/3 of mobile revenue, and they are not going to be running your complex smartphone app on their discount android device, so you haven't responded to my argument at all; you keep fixating on counting the number of devices rather than looking at actual addressable markets and the best way to generate revenue from people who can afford to pay for your product or that advertisers will pay to market to. Just to throw some numbers out there, as of 2018: iOS revenue: 47 B. (global, all sources, software, ads, etc) [1] Google play: 25 B (global, all sources, software, ads, etc) [1] Global software revenue: ~450 B (global) [2] Total software revenue (US only): ~260 B. [3] You are right about the 90% and 10%, but it's not pointing in the direction you think. So you can keep counting devices with very different characteristics and insisting that one number is higher than the other, or you can start counting dollars. [1] https://www.businessofapps.com/data/app-revenues/ https://www.businessofapps.com/data/app-revenues/ [2] https://www.statista.com/markets/418/topic/484/software/ https://www.statista.com/markets/418/topic/484/software/ [3] https://www.statista.com/statistics/184124/estimated-revenue-of-us-software-publishers-since-2005/ https://www.statista.com/statistics/184124/estimated-revenue...