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.
Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple and Google at the time of publication. Check out Tim's web home and portfolio holdings or connect with him on Google+, Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
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