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I think we might be missing the big picture here. Apple captures 75% of the profit from handset market share. The rest is split between high end Android devices
by 1cvmask 5y ago
I think we might be missing the big picture here. Apple captures 75% of the profit from handset market share. The rest is split between high end Android devices from say Samsung and low-end commodity Shanzhan android devices.
But in the Android sphere Google is clearly capturing the profits from Android devices on software.
https://www.theverge.com/2016/1/21/10810834/android-generated-31-billion-revenue-google-oracle https://www.theverge.com/2016/1/21/10810834/android-generate...
In addition to profits, Google does not have to pay for the search bar to be highlighted and their apps to be installed:
https://9to5mac.com/2021/08/25/analysts-google-to-pay-apple-15-billion-to-remain-default-safari-search-engine-in-2021/ https://9to5mac.com/2021/08/25/analysts-google-to-pay-apple-...
- oblio 5y agoFrom Wintel to Goocomm. Android OEM are (almost) commodity product makers.
- CarelessExpert 5y agoThis is an excellent point. If "operating profit" also includes app store revenues, payment revenues (remember, Apple requires apps use their payment platform), and content revenues, the likes of Samsung, et al, are at a serious disadvantage and can only compete on device margins as they can't tap into any of those revenue streams.