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AdMob: iPhone OS market still twice as big as Android in US

post #1 of 87
Thread Starter 
A new report by Google's AdMob subsidiary details that the installed base of iPhone OS devices visible on its ad network in April is twice as large as Android in the US, and 3.5 times larger globally.

The metrics look only at devices that have made a request to the AdMob network, so they don't count people who have not used any of the 23,000 apps or websites making use of AdMob's display ads within the test period.

"These unique device numbers are from the AdMob network only and reflect the adoption of our products and business operation," the report states. "We dont know what percentage of the total universe of iPhone and Android devices AdMob reaches. However we believe the data is useful on a relative basis given the large sample size of devices in our network."

Broken, blended or buried?

Apple reports having sold more than 85 million iPhone OS devices while AdMob only sees 40.8 million worldwide, or less than half of those ever sold within its transaction logs.

Some number of those devices have been taken out of service, but if only half of those sold are currently being used, this suggests an extremely short lifespan for mobile devices. This also implies Apple will sell a tremendous number of new devices once the new iPhone 4 is released.

iPod touch and iPad in the App Store installed base

The numbers also indicate the power of Apple's iPod touch (and increasingly iPad) to dramatically boost the installed base of iPhone OS devices demanding software.

If roughly 80% of the active installed base of all iPhone OS devices in the US are iPod touches and iPads, that means even if Android phone sales catch up the iPhone (as they did in the US in the first calendar quarter of this year) Apple will still maintain a much larger market for developers to target.

Global distribution

More than half of Apple's sales are now outside the US. AdMob's figures indicate 49% of the iPhone OS devices reaching its ad network are in North America, while 28% are in Western Europe, 14% are in Asia and nearly 10% are elsewhere around the world.

For Android, a whopping 75% of the installed base visible to AdMob are in North America, with only 11% finding their way to Western Europe. A similar 12% are found in Asia, while less than 3% are in use elsewhere on the globe.

AdMob reports that the iPhone remains its top smartphone worldwide, making 41.6% of the ad network's total requests. However, that number is down incrementally from January when it represented 50% of the total ad traffic. The second place model is the Motorola Droid at 7.3%, followed by three HTC models that each claim less than 3% traffic share.

In the US, the iPhone has shrunk from 47% ad share in January to 38% share in the most recent report, while the second place Droid is at 16.1%. Overall, Android has grown from consuming 39% of the network's ads to 46%, making Android bigger as an ad base than the iPhone in this country.

In the UK, the iPhone maintains a whopping 63.9% share of the smartphone ad market, although that figure is also down from 79% in January. Other countries remain dominated by Nokia's Symbian phones, including India, Indonesia, and the Philippines, where Symbian makes up more than 90% of the ad market among smartphones.
post #2 of 87
Android better start grabbing market share when they can. Windows Phone 7 is their true competitor.

Apple will always be Apple.
post #3 of 87
Google's problem will soon be that nobody believes AdMob's numbers.

They'll simply be viewed as self-serving.
post #4 of 87
Looks like Android is off to a great start.
post #5 of 87
Quote:
Originally Posted by anantksundaram View Post

Google's problem will soon be that nobody believes AdMob's numbers.

They'll simply be viewed as self-serving.

So true. Of course, they'll claim that anyone can use Admob on the iPhone, so it doesn't matter that iAd will be taking up a bigger and bigger percentage of the ads displayed
post #6 of 87
Quote:
Originally Posted by justbobf View Post

Looks like Android is off to a great start.

If you believe Google.

Here's a thought experiment: would you believe Nielsen ratings about Fox having one-third of the viewership share if the company was owned by Rupert Murdoch?
post #7 of 87
Quote:
Originally Posted by anantksundaram View Post

If you believe Google.

Here's a thought experiment: would you believe Nielsen ratings about Fox having one-third of the viewership share if the company was owned by Rupert Murdoch?

I wouldn't believe anything out of Nielsen if it were owned by Rupert Murdoch.

I wonder, however, it a good number of the missing half of all iPhones sold just don't have any AdMob supported apps on them. A lot of people don't like ad apps, and may just delete any downloaded, which totally skews the results if ad apps are more widely used on other platforms.

Then again, we probably should just discount any statistics like this out of Google/AdMob.
post #8 of 87
Love or hate Android, Apple does need the competition.

If we get to the point where we're blind/dismissive to rest of the industry, or we're rabidly intolerant of even the slightest competition, then we have become Microsoft.
post #9 of 87
Quote:
Originally Posted by sippincider View Post

Love or hate Android, Apple does need the competition.

If we get to the point where we're blind/dismissive to rest of the industry, or we're rabidly intolerant of even the slightest competition, then we have become Microsoft.

I think you're overstating the case. Very few people are against true competition or innovation, even fewer 'rabidly intolerant.'

A lot of people are -- at least, I am -- befuddled and put off by the fact there are so many great minds in so many great tech companies that are throwing so many tens of billions of dollars at R&D, and yet have so little to show for it.

If Android is truly game-changing competition, then I am all for it. Right now, it seems to me like it is little more than just the cool, anti-Apple alternative.
post #10 of 87
Quote:
Originally Posted by anantksundaram View Post

If Android is truly game-changing competition, then I am all for it. Right now, it seems to me like it is little more than just the cool, anti-Apple alternative.

Which is why their true competitor is Microsoft.
There is iPhone, and there are iPhone wannabes.
post #11 of 87
Quote:
Originally Posted by anantksundaram View Post

I think you're overstating the case. Very few people are against true competition or innovation, even fewer 'rabidly intolerant.'

A lot of people are -- at least, I am -- befuddled and put off by the fact there are so many great minds in so many great tech companies that are throwing so many tens of billions of dollars at R&D, and yet have so little to show for it.

If Android is truly game-changing competition, then I am all for it. Right now, it seems to me like it is little more than just the cool, anti-Apple alternative.


I'm curious, have you used an Android device?
post #12 of 87
The Iphone is like... well... let me think... well it's like going to an Ice Cream shop and only being offerred Vanilla (quite good Vanilla though). ANDROID, by comparison is like walking into a Baskin-Robbins! The sprinkles selection (a.k.a. the Apps) available at the Vanilla only shop is better (for now), however, the flavor does not come from those sprinkles but from the tasty goodness YOU CHOSE (from amidst many flavors) that they sit atop. Just Broke it Downz... for you Iclowns!
post #13 of 87
Baskin-Robbins sucks.
post #14 of 87
Quote:
Apple reports having sold more than 85 million iPhone OS devices while AdMob only sees 40.8 million worldwide, or less than half of those ever sold within its transaction logs.

Some number of those devices have been taken out of service, but if only half of those sold are currently being used, this suggests an extremely short lifespan for mobile devices.

No, it suggests extremely short lifespan for the iPhone.

Do not overrate what you have received, nor envy others.
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Do not overrate what you have received, nor envy others.
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post #15 of 87
Quote:
Originally Posted by Zoolook View Post

No, it suggests extremely short lifespan for the iPhone.

No, it suggests Admob's network is limited.

AT&T has reported activating 9m iPhones in the last 9 months. Most analysts believe AT&T has 15 to 16m iPhone subscribers, out of approximately 21m iPhones sold in the US since June 2007.
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post #16 of 87
Quote:
Originally Posted by evomyhero View Post

The Iphone is like... well... let me think... well it's like going to an Ice Cream shop and only being offerred Vanilla (quite good Vanilla though). ANDROID, by comparison is like walking into a Baskin-Robbins! The sprinkles selection (a.k.a. the Apps) available at the Vanilla only shop is better (for now), however, the flavor does not come from those sprinkles but from the tasty goodness YOU CHOSE (from amidst many flavors) that they sit atop. Just Broke it Downz... for you Iclowns!

So let's review some of the Android ice cream flavors, all of which are based on ice creams actually made on Iron Chef (original and/or American):
  • Broccoli
  • Asparagus
  • Trout!

Tasty goodness indeed! Gonna need a lot of sprinkles on that trout, thank you.
post #17 of 87
Quote:
Originally Posted by anantksundaram View Post

I think you're overstating the case. Very few people are against true competition or innovation, even fewer 'rabidly intolerant.'

A lot of people are -- at least, I am -- befuddled and put off by the fact there are so many great minds in so many great tech companies that are throwing so many tens of billions of dollars at R&D, and yet have so little to show for it.

If Android is truly game-changing competition, then I am all for it. Right now, it seems to me like it is little more than just the cool, anti-Apple alternative.

R&D 9 times out of 10 doesn't lead anywhere. For every 1 new successful piece of technology that makes it to market, 9 do not and are never heard of. However, for the ones that are failures, the researchers learned something from them.
post #18 of 87
Quote:
Originally Posted by anonymouse View Post

So let's review some of the Android ice cream flavors, all of which are based on ice creams actually made on Iron Chef (original and/or American):
  • Broccoli
  • Asparagus
  • Trout!

Tasty goodness indeed! Gonna need a lot of sprinkles on that trout, thank you.

Inspired response, 'mouse! Too bad the little troll won't see it. He is a one post wonder who took his dump and moved on to soil other forums.
A.k.a. AppleHead on other forums.
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post #19 of 87
Quote:
Originally Posted by ihxo View Post

Which is why their true competitor is Microsoft.
There is iPhone, and there are iPhone wannabes.

This is the cocky attitude that causes companies to fail. Also, the philosophy behind Android, the iPhone, and WP7 are ridiculously different. Android is customizable with quick whatever you want to do whether that be glanceable information, contacts, weather, whatever. WP7 is good for quick, glanceable information for the on-the-go person along with some awesome business tools, social networking, and music integration. As an aside, sorry guys, but the Zune is actually an awesome music player both on the desktop and as a device. I have had 3 iPods, a Zune 2G and a Zune HD. All 3 iPods broke in less than a year. My first Zune lasted over a year and my Zune HD is still going strong and shows no signs of quitting anytime soon. Back to my comparison of phone OS philosophies. iPhone OS is about what Steve thinks is important to you in a phone from what you can do to how you do that. That philosophy isn't necessarily bad, but it isn't good for certain people. Ultimately, it comes down to consumer preference. Consumers are buying android phones because that's all they can get on their carriers. That's fine. The thing is that people are ending up loving their Android phones, and that has bitten Apple in the ass. I know two people off the top of my head that have Android phones who you would suspect to be iPhone type people, and both of them absolutely love them. One has a Moto Droid and the other a Droid Eris. Even though WP7 isn't out yet, I am sure people will love it when it does come out. WinMo 6.5 is a stable OS, so MS has shown that they can make a stable phone OS. And I know numerous people who love their iPhones. I don't personally, but that's because it's not for me. My mom's iPhone was the first phone she was ever able to figure out on her own. I am very thankful for this fact because I don't get phone calls all the time asking me how to do something.
post #20 of 87
Quote:
Originally Posted by anonymouse View Post

So let's review some of the Android ice cream flavors, all of which are based on ice creams actually made on Iron Chef (original and/or American):
  • Broccoli
  • Asparagus
  • Trout!

Tasty goodness indeed! Gonna need a lot of sprinkles on that trout, thank you.

No doubt that "Trout" flavor (probably quite similar in taste to what's residing between your thighs), is not as appealing as an Iphone (see the Palm "anything") but the sweetest smelling, best tasting, creamiest and most skin tingling offering walking the streets is one 6 gallon carton over... and the option is all yours!
post #21 of 87
Quote:
Originally Posted by Robin Huber View Post

Inspired response, 'mouse! Too bad the little troll won't see it. He is a one post wonder who took his dump and moved on to soil other forums.

It's a crying-ass shame that his analogy is accurate.
post #22 of 87
The real killer, the wall that Android will run into, is international sales. Sure, the Android mob is doing well in the U.S. Partly due to the buy-one-get-one fire sales that many cell providers are running now.

But really, which Android hardware partner is winning? Is it HTC? LG? Motorola? If I were looking to buy an Android phone I'd hold off for a month or two because that Motorola Shadow looks like a real "iPhone killer." Of course, the problem with waiting is that HTC will announce the Nexus Two in a few months. And it too, could probably out-spec even the 2010 iPhone in one or two areas.

Fragmentation is even worse when you add the complexity of internationalized and localized software and hardware. Let's say you're in Tokyo and you're looking to buy an Android phone. (You'd be in the minority since iPhone currently has about 72% of the smartphone market market in Japan.) Do you think HTC, LG, and Motorola will all send their latest handsets there, with fully localized versions of Android 2.x, 2.y, and 2.z, and try to sell them in Yodobashi camera in Akihabara? And if they did, do you think they'd sell well against iPhone, Sharp, Sony, and the other indigenous smartphones? Good luck with all of that. Ganbatte kudasai!

Fragmentation in the Android hardware and software matrix is bad enough in the US, just with American English versions of the OS and apps. HTC, Moto, LG and all of them are trying to differentiate themselves from the other guy. With customized touch UIs and all manner of physical and virtual keyboards an differing screen resolution. The fragmentation problem is multiplied exponentially as more languages, hardware variants, and OS variants are shipped overseas.

This problem (at least on the software side) is the result of Google starting as a web-based software company. Their software development teams still have that same rapid-release mentality. They would post an initial version of something really quickly, then follow up with rapid revs with bug fixes, improvements, and new features. This isn't such a good idea in the OS space. Especially when upgrading the OS is an extremely difficult procedure for users, as with the HTC Hero. You need to re-install every single one of your apps as well as the OS.

There are many reasons why Apple only does major updates to their iPhone hardware and iPhone OS once a year. One of the most obvious is that this gives them plenty of time to pitch the current version overseas. It can take months of negotiations to finalize deals with major overseas cell carriers. All the details need to be sorted out. And if you hardware and software are obsoleted by another guy's hotshot Android phone after two months, what are you going to do if you haven't closed that deal yet?

That's just the tip of the fragmentation iceberg in the Android camp. What a total nightmare.

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post #23 of 87
Quote:
Originally Posted by Boogerman2000 View Post

I'm curious, have you used an Android device?

No. And, in my case, I have no interest yet.

If they create a radically new alternative to the iPhone, I might be tempted.

In any event, do you have a point you're trying to make?
post #24 of 87
Quote:
Originally Posted by evomyhero View Post

The Iphone is like... well... let me think... well it's like going to an Ice Cream shop and only being offerred Vanilla (quite good Vanilla though). ANDROID, by comparison is like walking into a Baskin-Robbins! The sprinkles selection (a.k.a. the Apps) available at the Vanilla only shop is better (for now), however, the flavor does not come from those sprinkles but from the tasty goodness YOU CHOSE (from amidst many flavors) that they sit atop. Just Broke it Downz... for you Iclowns!

The Android certainly seems right for you!
post #25 of 87
Quote:
Originally Posted by anonymouse View Post

I wouldn't believe anything out of Nielsen if it were owned by Rupert Murdoch.

I wonder, however, it a good number of the missing half of all iPhones sold just don't have any AdMob supported apps on them. A lot of people don't like ad apps, and may just delete any downloaded, which totally skews the results if ad apps are more widely used on other platforms.

Then again, we probably should just discount any statistics like this out of Google/AdMob.

Good point! I will pay ATT $110/mo+ for mobile service...but I will be G-damned if I have to look at ads as well...it's one or the other! Same as CableTV which I just cancelled b/c of the inane and incessant ads. Either I pay $60/mo for cableTV w/o ads or I get it free and watch ads. I'll be G-damned if I do both!
post #26 of 87
Quote:
Originally Posted by mkeath View Post

R&D 9 times out of 10 doesn't lead anywhere. For every 1 new successful piece of technology that makes it to market, 9 do not and are never heard of. However, for the ones that are failures, the researchers learned something from them.

Can you give us some examples, instead of corporate-speak?
post #27 of 87
Quote:
Originally Posted by mkeath View Post

This is the cocky attitude that causes companies to fail.

ixho = Apple!?

That kind of ill-thought out conflation just about says it all.
post #28 of 87
Damn you Apple-ite... keep it more pithy would you.?!. AND WHY ARE YOU AND OTHER APPLE-ITES SO O.K. WITH OVERPAYING FOR A PHONE??? Your sanity escapes me! And it doesn't matter if you're "holding off" for the next big thing because for the year following the Iphone release, and, in the case of the recent HTC phones, in the weeks prior, every major new Android phone (and there are increasingly many) will devastate and destroy that once-a-year Iphone. And I laugh... still... breeeeaaathh... laugh... ing!
post #29 of 87
The analogy about the ice cream shop demonstrates the over-emphasis of some people - especially Americans, in my experience - on the value of choice. Often choice *is* good, but sometimes, at best, it makes no difference. My TV gets hundreds of channels but I still record programs from only 4 of them.

And following up on the comments about ad-displaying apps on the iPhone, my Touch only has 1 app installed that shows ads, and I run that app perhaps once a month.
post #30 of 87
Quote:
Originally Posted by joeblowjapan View Post

The analogy about the ice cream shop demonstrates the over-emphasis of some people - especially Americans, in my experience - on the value of choice. Often choice *is* good, but sometimes, at best, it makes no difference. My TV gets hundreds of channels but I still record programs from only 4 of them.

And following up on the comments about ad-displaying apps on the iPhone, my Touch only has 1 app installed that shows ads, and I run that app perhaps once a month.

Yeah... uh... it's not about the "value of choice", it's about the value of BEST. And, FYI, BEST is the American way joe... learn this... and I'll own this, the EVO that is.
post #31 of 87
Quote:
Originally Posted by Zoolook View Post

No, it suggests extremely short lifespan for the iPhone.

I was thinking about that line too, it doesn't make much sense. "If only half are still used". That's a pretty big assumption, that 50% of the iPhones and Touches sold are still being used. I think more than that are still in service. I know my 3G, my brother's, and my brother-in-law, the guy at the deli, and a few others that are still rocking them. Only my brother-in-law had the original iPhone, but that was sold off, and I believe still in service. To assume half of all iDevices are not in service is a bit of a leap, then, from where I'm standing.
post #32 of 87
Quote:
Originally Posted by evomyhero View Post

... the sweetest smelling, best tasting, creamiest and most skin tingling offering walking the streets is one 6 gallon carton over... and the option is all yours!

Skin tingling? I guess you mean the fugu ice cream?
post #33 of 87
.....
post #34 of 87
Quote:
Originally Posted by evomyhero View Post

I said your nether regions smell like Trout

Quote:
Originally Posted by evomyhero View Post

Android, by comparison is like walking into a Baskin-Robbins

Quote:
Originally Posted by evomyhero View Post

it's not about the "value of choice"

Terribly mixed message, if there really is one somewhere besides you like Android and don't want other people to like/use iPhones. Why not try again when and if you finish high school?
post #35 of 87
Quote:
Originally Posted by evomyhero View Post

The Iphone is like... well... let me think... well it's like going to an Ice Cream shop and only being offerred Vanilla (quite good Vanilla though). ANDROID, by comparison is like walking into a Baskin-Robbins! The sprinkles selection (a.k.a. the Apps) available at the Vanilla only shop is better (for now), however, the flavor does not come from those sprinkles but from the tasty goodness YOU CHOSE (from amidst many flavors) that they sit atop. Just Broke it Downz... for you Iclowns!

Android is more like one of those ice cream stores where they offer so many flavours it's just ridiculous, and half the time you end up walking out with a Kimchee, Cabbage, or Horse Radish flavoured cone and wonder what happened.

Apple is the excellent organic frozen Yoghurt place across the street.

Edit: anonymouse thought of this before me. I guess the analogy is pretty obvious.
post #36 of 87
Quote:
Originally Posted by joeblowjapan View Post

The analogy about the ice cream shop demonstrates the over-emphasis of some people - especially Americans, in my experience - on the value of choice. Often choice *is* good, but sometimes, at best, it makes no difference. My TV gets hundreds of channels but I still record programs from only 4 of them.

The thing is everyone watches a different 4 channels.
post #37 of 87
Quote:
Originally Posted by evomyhero View Post

Damn you Apple-ite... keep it more pithy would you.?!. AND WHY ARE YOU AND OTHER APPLE-ITES SO O.K. WITH OVERPAYING FOR A PHONE??? Your sanity escapes me! And it doesn't matter if you're "holding off" for the next big thing because for the year following the Iphone release, and, in the case of the recent HTC phones, in the weeks prior, every major new Android phone (and there are increasingly many) will devastate and destroy that once-a-year Iphone. And I laugh... still... breeeeaaathh... laugh... ing!

See this is why you need to take yer meds on schedule! Seriously, (and why I love troll-braiting as much as the next) when you said

Quote:
Your sanity escapes me!

you very poignantly put it all in a nutshell dear droidy. Ya know - I'm purely OK with you running around with your crotch jokes and your attitude, because you are feeding the Google behemoth all your personal info and habits like a good little fanboy, and buying each and every new 'Droidy device as soon as it hits the market. NO??!! You aren't? But hallelujah here they come! Google is feeding each and every cellphone maker into the "race to the bottom" deadend, and making out like bandits while the makers rush to differentiate THEIR Android from the rest, cracking and shattering the platform as they try to be unique. So I rejoice with you in your hysterical shrill laughter, nodding pleasantly as they take you off to your Google-subsidized padded cell while ads play merrily in your head.
post #38 of 87
Quote:
Originally Posted by technohermit View Post

I was thinking about that line too, it doesn't make much sense. "If only half are still used". That's a pretty big assumption, that 50% of the iPhones and Touches sold are still being used. I think more than that are still in service. I know my 3G, my brother's, and my brother-in-law, the guy at the deli, and a few others that are still rocking them. Only my brother-in-law had the original iPhone, but that was sold off, and I believe still in service. To assume half of all iDevices are not in service is a bit of a leap, then, from where I'm standing.

May be we an assume that 50% of iPhones & Touches don't have free crappy apps with admob support installed.
post #39 of 87
Quote:
Originally Posted by Prof. Peabody View Post

Android is more like one of those ice cream stores where they offer so many flavours it's just ridiculous, and half the time you end up walking out with a Kimchee, Cabbage, or Horse Radish flavoured cone and wonder what happened.

Apple is the excellent organic frozen Yoghurt place across the street.

Edit: anonymouse thought of this before me. I guess the analogy is pretty obvious.

Bertie Botts Every Flavor Jellybeans! "Ah Bertie Bott's Every Flavor Beans! I was unfortunate enough in my youth to come across a vomit-flavored one, and since then I'm afraid I've rather lost my liking for them-but I think I'll be safe with a nice toffee, don't you? Alas! Ear wax!"-Albus Dumbledore.
post #40 of 87
Quote:
Originally Posted by joeblowjapan View Post

Terribly mixed message, if there really is one somewhere besides you like Android and don't want other people to like/use iPhones. Why not try again when and if you finish high school?

aaahhhhh... joe... joe, joe, joe... "if there really is one somewhere besides you like Android"... please... I can only speak english joe... I only completed three-fourths of my foreign language requirement in high school joe... had to settle on a GED like yourself joe... so please reposit the thought joe... so we english speaking phone thread fans can comprehend joe. sarcasm joe.
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