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The iPhone inventor gained share on Samsung in the global market for connected devices, capturing 20.3% of all units shipped in the fourth quarter. Apple also remains well ahead of its most dangerous competitor in terms of revenue share, capturing 30.7% of all sales of connected devices sales, versus 20.4% for Samsung.
And, yet, the story doesn't end there, says Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova. In the following video, Tim explains that emerging markets are leading the shift from PCs to tablets and smartphones, which means that price could become a bigger factor soon.
Will Apple be able to fend off cheaper Android and Firefox OS alternatives among these up-and-coming populations? Will Google (NASDAQ: GOOGL ) be able to capitalize on its cost advantages? Let us know who you think will profit most from rising worldwide use of connected devices in the comments box below.
For further analysis of the search king's mobile ambitions, I invite you try our newest premium research report in which we dissect Google's sprawling empire and tell you what the company is worth, and whether the stock deserves a place in your portfolio. Access your report now by clicking here.