Mary Meeker’s Web Trends Statement for 2016 became accessible today, and as normal it acts like a excellent device to investigate the continuing fight between Android and iOS. Apple noticed its first-ever decrease in income last-quarter and Meeker’s statement absolutely requires that into consideration. One slip from the statement displays the marketshare and typical feature variation. As normal, Android includes a powerful lead-in marketshare and deliveries, while Apple dominates in ASP. There are certainly a few variations this season, nonetheless.
For just one, Meeker needs Apple’s smartphone shipments to decrease 11 percent this season. For Android, however, Meeker needs a 7 percentage escalation in device deliveries. Meeker also needs Apple’s typical value to diminish for that very first time since 2013. Meeker needs Apple’s typical value to drop from $717 to $651 to get a 9 percent decrease. That’s the biggest common value decrease that Apple has observed.
Clearly among the greatest good reasons for a decrease in typical value for Apple may be the launch of the iPhone SE and Apple’s ongoing attempts to drive lower-price devices in nations like India. Although Wall Street appears to fear a great deal about typical value, Apple has usually been more centered on obtaining as numerous iOS devices in customers’ fingers as you can and pressing its services field.
Something this implies is the fact that the Android vs iOS fight is proceeding towards an identical path whilst the Mac vs PC battle. Although lately Apple continues to be getting because fight, it traditionally has been focused by PC producers when it comes to models delivered and typical value by Apple.
You will see all Mary Meeker’s 2016 statement here.