Apple and Baidu: Google Fighters

The following video is part of our "Motley Fool Conversations" series, in which Chief Technology Officer Jeremy Phillips and senior technology analyst Eric Bleeker discuss topics around the investing world.

Apple's Worldwide Developer Conference is coming up, and the rumors surrounding what's in store are getting hotter. One particular report of interest is that Apple will possibly be making Baidu the default search engine within China. Baidu has more than 80% market share in China, which is also Apple's second largest market -- so such a move would make sense. The move could potentially surprise investors, since Baidu recently announced its own smartphone operating system, but both companies face a common enemy in Google

For Baidu, it'd secure a device with low market share, but it would also secure customers who use their devices at outsized rates. With Baidu already the default search engine on 80% of branded Android phones in China, a tie-in with Apple would mean its mobile presence is now equal to its dominating desktop market share. For Apple, the move's a no-brainer. The Chinese use Baidu the most, so a high-end phone like the iPhone should offer the service most local users prefer.

Big tech names might gather a lot of investor attention, but the truth is that they're playing second fiddle to an even larger revolution in technology. To better prepare investors for this new revolution, The Motley Fool has just released a free report on mobile named "The Next Trillion-Dollar Revolution" that details a hidden component play inside mobile phones that also is a leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.

Eric Bleeker and Jeremy Phillips have no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Baidu, and Google. Motley Fool newsletter services recommend Apple, Baidu, and Google. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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  • Report this Comment On June 25, 2012, at 2:15 PM, cattywampus wrote:

    Thanks for being my touchstone for the rapidly changing tech world. Great global awareness.

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