MacNN | Goldman Sachs: Google, MS ‘challenged’ by Apple threat
Mac News Network View: Standard | Headlines | Categorized | Slim
Mac News Network
Mac News iPod News Reviews Forums
 

Desktop Headlines
Goldman Sachs: Google, MS ‘challenged’ by Apple threat
Thursday, December 13, 2012 @ 5:13am

A recent study by Goldman Sachs says that both Google and Microsoft can expect to face an even more dominant Apple in the years ahead. Contrary to Google chairman Eric Schmidt’s assertion that that Google is ‘winning the war’ against Apple’s iOS with its Android OS, the Goldman Sachs report suggests that Apple’s customer loyalty will place Google and Microsoft at a significant competitive disadvantage. Apple currently leads customer spending on ‘complements,’ products and services that sit on top of the platform, which is only likely to continue to rise leading to additional iOS device product purchases.



"We believe loyalty to the company's ecosystem is only increasing and this should translate into continued growth going forward...,” states the report. “In particular, we see the potential for Apple to capture additional growth as existing iOS users move to multiple device ownership." In the coming years, Goldman Sachs sees Apple, Facebook and Samsung as being well positioned. By comparison, Amazon is “straddling the line” while Google and Microsoft are “challenged” in ongoing platform adoption. Although Google has made some inroads with its own co-branded tablet devices, Android market share will drop to 21 percent next year, down from 33 percent this year. “Tablet share loss leads to smartphone share defection. We ultimately see Google as trying to find a way to stay just as relevant in the new compute paradign as it was during Web 1.0 and 2.0,” the report concludes. Similarly, Microsoft’s continued troubles in gaining traction in the mobile computing space has seen its market share of “total consumer compute” drop in real terms from 93 percent in 2000 to around 20 percent in 2012 due to the surge in smartphone and tablet sales. According to Goldman Sachs, for Microsoft to turn this problem around in the short term, it “"would have to sell roughly 5 Windows Phones or roughly two Windows 8 RT tablets to offset the loss of one traditional Windows PC sale." The report concludes that with the arrival of the iPad mini and cheaper iPhones, Apple "has room to rise much further, and that its dominant tablet market share appears to be more resilient than most expect." [via CNET]



Comments on this Article
Print Friendly Version
Email to a Friend
Add MacNN to Your RSS Feeds
Buy from the Apple Store


Related Stories:

Today's MacNN Stories:
  • Hands On: Airmail 2 (OS X) - 5:31 PM EST
  • Kate Winslet could take 'lead' role in Jobs biopic - 4:22 PM EST
  • DirecTV users get access to Fox Now, FX Now, Nat Geo app content - 3:39 PM EST
  • Forums: temp sensors, old iMacs and Yosemite chats - 3:37 PM EST
  • Apple deals: refurbished Mac Pros starting at $2,549 - 3:35 PM EST
  • DealNN: Mac minis, SSDs and more - 3:34 PM EST
  • Briefly: Bing's app updates, Wozniak gets permanent Australian status - 2:49 PM EST
  • T-Mobile settles FTC 'cramming' lawsuit, agrees to pay $90M - 2:29 PM EST
  • Apple hikes prices at Russian App Store - 2:25 PM EST
  • FBI: North Korea responsible for Sony Pictures hack, leaks [u] - 1:21 PM EST
  • Hands On: Zen Bound 2 (iOS) - 1:06 PM EST
  • CalDigit reveals $200 Thunderbolt Station 2 - 12:41 PM EST
  • Friday Deals: Ultra HD monitor, game console bundles, Steam Sale - 12:15 PM EST
  • Apple's Cook, Williams 'deeply offended' by BBC supply chain expose - 10:48 AM EST
  • Watch ABC app for Apple TV gets full episodes for non-subscribers - 9:18 AM EST
  • Samsung shutting down ChatOn cross-platform messaging service in 2015 - 7:12 AM EST
  • Hands On: Photon Flash Player for iPad (iOS) - 7:08 AM EST
  • Uber agrees with Portland council to suspend service for three months - 6:04 AM EST
  • Hottest Apple products see improved supply for final Xmas push - 4:13 AM EST
  • Misfortune Cookie exploit endangers 12 million routers - 3:06 AM EST
  • Hands On: Snapselect photo management app (OS X) - 2:03 AM EST
  • Analysis: Title II regulation, with forbearance, the best path forward - 12:18 AM EST

    Today's iPodNN Stories:
  • Google posts response to leaked Sony 'Project Goliath' emails - 4:41 AM EST
  • Plaintiffs in Google antitrust lawsuit required to submit more details - 11:13 PM EST
  • Interview fallout continues: actors complain, Team America taken down - 7:35 PM EST
  • Intel processors rumored to appear in two Lenovo smartphone launches - 3:20 PM EST
  • ICANN servers accessed following 'spear phishing' attack - 7:09 AM EST
  • No comments posted on this story yet. Please post yours.
    Your Comments
    In order to post comments, you must be a registered member of the MacNN Forums and logged in. Please login with your MacNN Forums username and password.

    MacNN Forums Login:

    MacNN Forums Password:

    Not a member of the MacNN forums? Register now for free.