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:
  • Verizon achieves 'holy grail' with voice over LTE support rollout - 9:18 PM EST
  • Record crowds outsides stores worldwide for iPhone 6, 6 Plus debut - 7:25 PM EST
  • Tim Cook to be interviewed at first WSDJLive conference in October - 5:05 PM EST
  • Prescheduled social media posts from Joan Rivers promote iPhone 6 - 4:01 PM EST
  • Forums: new iPhone and iOS 8 first impressions - 3:49 PM EST
  • Apple: bargain-priced MacBook Pros from $929 - 3:47 PM EST
  • DealNN: Sony cameras, 3D TVs, Harman Kardon earbuds and more - 3:45 PM EST
  • Google Maps extends navigation, adds 'Missing Places' to apps - 1:17 PM EST
  • Cook appears at Palo Alto Apple Store, Ahrendts shows in Sydney - 12:58 PM EST
  • Friday Deals: 240GB SSD, touchscreen monitor, $15 iTunes card for $10 - 12:31 PM EST
  • SACOM protests labor abuses during Hong Kong iPhone 6 launch - 11:49 AM EST
  • Fifth Avenue iPhone 6 line spans 12 blocks; 6 Plus in low US supply - 10:26 AM EST
  • Apple uses iOS 8 as first large-scale use of its new CDN, firm says - 9:30 AM EST
  • Virgin Atlantic to offer Gogo in-flight Wi-Fi on entire plane fleet - 7:51 AM EST
  • Briefly: Pebble firmware update, Netflix out in two more countries - 6:43 AM EST
  • First look: iPhone 6, 6 Plus - 3:02 AM EST
  • Wozniak on the iPhone 6: 'I've gotten rid of my Android phones' - 1:42 AM EST

    Today's iPodNN Stories:
  • Google to reinvest in YouTube content, expand promotional efforts - 5:39 PM EST
  • Vodafone plans takeover of 140 Phones 4U stores, save 900 jobs - 3:33 PM EST
  • Nokia.com visitors in United Kingdom redirected to Microsoft site - 11:05 AM EST
  • Sony reveals SmartEyeglass headset prototype, releases SDK - 5:53 AM EST
  • Nvidia announces GTX 970, 980 cards with Maxwell GPU architecture - 12:30 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.