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Apple and Google: The More Things Change, the More They Stay the Same

By Andrew Tonner - Mar 9, 2014 at 2:30PM

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As one of Apple's and Google's key markets continues to grow, history appears to be repeating itself for these two tech titans.

In the global smartphone market, it's Apple ( AAPL 2.28% ) and Google ( GOOGL 0.62% ), then everybody else.

Both Apple and Google were essential in pushing the smartphone industry into the mainstream. And although they dominate the global smartphone market in very different ways today, they remain by far its most dominant forces nearly any way you slice it.

Source: Apple.

Same dynamic, different market
And although it remains a few years behind on its growth curve, the global tablet market appears to be playing out in much the same way as the smartphone market. 

Recently, British research firm Gartner released its final analysis of the tablet market

So what does this mean for tech investors in this now-critical space? And as should hopefully come as no surprise to anyone at this point, it's beginning to look more and more like the smartphone market. For starters, Google's Android appears poised to continue its operating system market share land grab, while Apple should continue to mint money with its uber-profitable iPad.

In the video below, tech and telecom analyst Andrew Tonner looks at Gartner's numbers and what they mean for the likes of Apple and Google going forward.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis – even one of our own – helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.

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