Market Share vs. Profit Share
This entire article ignores the many ways to monetize mobile over the next ten years. What would you rather have?
- Sell 200M devices/yr earning profits of $150 per device.*
- Power 2 billion devices earning $60/device/year.
Apple is optimizing for the former scenario and Google for the later. For Google’s strategy to work they need market share (eye balls) which can translate into plenty of profits.