Why Apple's Big Win Over Samsung Might Be Great News for Google

Fresh data from IDC research shows Apple (NASDAQ: AAPL  ) may be succeeding far more than the stock price currently reflects.

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.


Read/Post Comments (4) | Recommend This Article (2)

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  • Report this Comment On March 29, 2013, at 6:12 PM, ChinaLongGong wrote:

    I believe in Apple, and I doubt they would disappoint me with the next 2 years of product launches. I know they want to do things right so I am little concerned with the "lull" in innovation. My only concern is they will run into a snag they don't have the talent to get out of. Steve Jobs was a great man. He built a great company.

  • Report this Comment On March 29, 2013, at 9:26 PM, json19 wrote:

    Shocking that Apple beat Samsung during the quarter they launched a new product in their home market. Amazing insights here, superb article

  • Report this Comment On March 30, 2013, at 10:02 AM, Melci wrote:

    Json19,

    Actually, Apple beat Samsung in unit sales, revenue as well as profit. IDC's data didn't count the iPad nano (iPod touch) of which Apple has now sold some 80 million.

    And these figures are not just in the USA - these are worldwide figures.

    Also, Samsung has only sold 100 million Galaxy smartphones over the last 2.5 years while Apple has sold 220 million iPhones in the same timeframe.

    This indicates that most of Samsung's sales are for cheap featurephone replacements that people throw away at the end of contract.

    There are now over half a billion active iOS devices (500 million) around the globe while Google has reported they've only activated 750 million Android devices.

    No wonder iOS devices obliterate Android when it comes to actual usage share, app revenue, ad revenue, web browser stats, ecommerce revenue, content consumption etc.

  • Report this Comment On March 30, 2013, at 10:39 PM, jamie4419 wrote:

    Most people don't get it. Apple is dying. The reason is because of Android. It has made Apple's closed-gasrden business model totally obsolete. Without Android, Apple would be absolutely dominating, but that was back then. Android has commoditized smartphones/tablets and Apple will never win that game. Basically Android plus Samsung is a competitor that Apple cannot beat.

    Most articles on the internet don't offer deep analysis.

    The only way Apple can survive is if they create new game changing devices. Otherwise, it will keep dying a slow death.

    An earth shattering event happened last year when the S3 came out. For the first time, iphone has a compeptitor that can go to toe with it. But he fact is, Samsung phones are now superior to iphones and not just a competitor. Removeable battery, big screen, 64 GB SD card slot, USB connectivity. These are compelling features Apple will NEVER have because of its closed system business model.

    Still don't believe me? Check out this top Apple writer who ditched his iphone for an S3.

    http://finance.yahoo.com/news/top-apple-writer-explains-why-...

    If you still don't believe me, I suggest you all buy as many Apple shares as you can.

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