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Google announces 900 million Android activations, 48 billion app installs

post #1 of 82
Thread Starter 
Google on Wednesday announced that its Android mobile platform has seen 900 million total activations to date, while 48 billion applications have been installed on Android devices.

900M


The announcement was made by the search giant at its annual developers' I/O conference. To put the activations in scale, 100 million Android devices were activated as of 2011, while 400 million was reached in 2012.

The company also revealed at I/O that the company has paid out as much to developers so far in 2013 as it did in the entire year 2012.

Google also highlighted the fact that Android market penetration is less than 10 percent in many countries around the world. Sundar Pichai, senior vice president of Chrome and Android, noted that Android is seeing strong growth in these areas, and with nearly 7 billion people in the world, the platform has a great deal of room for growth.

Google's announcement of 48 billion application downloads comes as Apple is counting down to the 50 billionth iOS App Store download. The data shows that despite the fact that Android leads in global market share, Apple still has a slight edge in total application downloads.
post #2 of 82
I could have sworn Schmidt had already announced that it reached 1 billion, but I guess not.

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"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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post #3 of 82

How many of them are uninstalled immediately after the first run? 47 billion? Roughly.

post #4 of 82

Better get the bigger screen little expensive phone like $225  with contract and cheaper phone along with 5S (4 and 4S are outdated cheaper phones with useless screen size compared to newer phones which includes iphone5) to dominate the whole market.  Give options to future users and get out of the ego. You are no longer THE Steve Jobs!

 

If Apple cannot get them, then the so called "ecosystem" will be in big trouble. Innovation plus adding options to the existing products is the way to go!

post #5 of 82
Quote:
Originally Posted by SolipsismX View Post

I could have sworn Schmidt had already announced that it reached 1 billion, but I guess not.

Google hype machine on steriods.  Stock will probably go up $30 today.

post #6 of 82
Quote:
Originally Posted by helicopterben View Post

Better get the bigger screen little expensive phone like $225  with contract and cheaper phone along with 5S (4 and 4S are outdated cheaper phones with useless screen size compared to newer phones which includes iphone5) to dominate the whole market.  Give options to future users and get out of the ego. You are no longer THE Steve Jobs!

 

If Apple cannot get them, then the so called "ecosystem" will be in big trouble. Innovation plus adding options to the existing products is the way to go!

 

Dear Jony,

could you please carry this Management Mantra to Tim Cook?  Also, let him know that he is not THE Steve Jobs.

post #7 of 82
Yawn.
post #8 of 82
Quote:
Originally Posted by helicopterben View Post

(4 and 4S are outdated cheaper phones with useless screen size compared to newer phones which includes iphone5)

And yet the dozens of people I know with the 4 and 4S seem to have little issue with the supposed "useless screen size".  By this logic most Android phones must be useless because the vast majority have screen sizes less than 4".

post #9 of 82

How about un-activations? Un-installs? What's the net number, Google?

post #10 of 82
How many of them are real smartphone users ?
post #11 of 82

How much of those are the crippled modern equivalent of feature phones and barely ever get used as smartphones (little or no web surfing, little or no app installs)? I would guess a lot. 10%? 25%? 50%?

 

Of course it's hard to blame Google for counting those devices even though they don't really compete with Apple.

 

Just because it runs Android doesn't mean it's relevant in the grand scheme of things. Those crippled Android do nothing to improve the Android ecosystem, and when the time comes for their users to buy a "real smartphone" they're as likely to get an iPhone rather than an Android high-end smartphone.

post #12 of 82
900 million? Wow. That's a LOT of suckers.
You're Google's product. You're just eyeballs on ads.

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post #13 of 82
Quote:
Originally Posted by helicopterben View Post

Better get the bigger screen little expensive phone like $225  with contract and cheaper phone along with 5S (4 and 4S are outdated cheaper phones with useless screen size compared to newer phones which includes iphone5) to dominate the whole market.  Give options to future users and get out of the ego. You are no longer THE Steve Jobs!

 

If Apple cannot get them, then the so called "ecosystem" will be in big trouble. Innovation plus adding options to the existing products is the way to go!

 

I have been pouding this too. To support the ecosystem you need to maintain critical mass. Since Apple is the only maker of iOS hardware it must do something about the low end in emerging markets. I dont care if they dont sell the low end phone is rich countries, but they need to offer something in China and India ASAP before its too late. Apple is getting is butt kick everywhere exept North America and the UK.

 

In rich countries, Apple need to come back on top and stop getting own in both hardware and software. Apple also need to expand the ecosystem, again, because its the only maker of iOS hardware. TV, game console, watch...   Its great to see them in cars now, but they need rapid expansion of the ecosystem. This may sound silly but they should buy Nest termostats, its a drop in the bucket but thats a good example of innovation.

 

At the mimimum they need partners for markets they dont want to get into, license iOS for those markets at least. They did it with cars. I cannot stress enough that the ecosystem is key here, at some point people will want an ecosystem that links everything.


Edited by herbapou - 5/15/13 at 10:05am
post #14 of 82
Quote:
Originally Posted by anantksundaram View Post

How about un-activations? Un-installs? What's the net number, Google?

 

I wish I could get a pair of youre pink glasses and believe what I see with them. I would be less nervous with my Apple LEAPS.

post #15 of 82
Originally Posted by helicopterben View Post

Better get the bigger screen little expensive phone like $225  with contract and cheaper phone along with 5S (4 and 4S are outdated cheaper phones with useless screen size compared to newer phones [blah blah blah]

 

You new here?  Because yeah, we're used to far more sophisticated trolling here at AI.

Not just copying and pasting buzzwords into a sentence or two.

And maybe you should get a better Korean -> English dictionary, m'kay?

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post #16 of 82
Quote:
Originally Posted by herbapou View Post

 

I have been pouding this too. To support the ecosystem you need to maintain critical mass. Since Apple is the only maker of iOS hardware it must do something about the low end in emerging markets. I dont care if they dont sell the low end phone is rich countries, but they need to offer something in China and India ASAP before its too late. Apple is getting is butt kick everywhere exept North America and the UK.

 

In rich countries, Apple need to come back on top and stop getting own in both hardware and software. Apple also need to expand the ecosystem, again, because its the only maker of iOS hardware. TV, game console, watch...   Its great to see them in cars now, but they need rapid expansion of the ecosystem. This may sound silly but they should buy Nest termostats, its a drop in the bucket but thats a good example of innovation.

 

At the mimimum they need partners for markets they dont want to get into, license iOS for those markets at least. They did it with cars.

 

Yes, at low levels of margin for phones i.e. 10% on a $200 phone they would get more in licensing . Anyway, they have to do something or repeat history.

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post #17 of 82
Having big number of people using android dont mean big revenue driver for google . Who really uses the service is .
post #18 of 82
Quote:
Originally Posted by SockRolid View Post

 

You new here?  Because yeah, we're used to far more sophisticated trolling here at AI.

Not just copying and pasting buzzwords into a sentence or two.

And maybe you should get a better Korean -> English dictionary, m'kay?

Give over, his short posting history is pro-Apple.

 

Apple clearly need a bigger screen, and cheaper models, regardless of what the anecdotalists on this site would argue ( I don't want one, my friends don't want one).

 

Well other people do, and they have money.

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post #19 of 82
post #20 of 82

After a while it gets ridiculous and meaningless, no matter which OS.

 

Headlines in the year 2030:  "Device type X has now passed 100 trillion activations since they first came out two decades ago."

 

So what.

post #21 of 82
Quote:
Originally Posted by asdasd View Post

 

Yes, at low levels of margin for phones i.e. 10% on a $200 phone they would get more in licensing . Anyway, they have to do something or repeat history.

 

 

They could get away with 35% gross margins. $150 cost + 35% = $200.  I believe even at the low end Apple can charge a small premium relative to other low end phones. The other thing I would do is make special software bundles to buyers of the low end phone in those countries to get extra itunes revenu and attempt to take down piracy.  

 

I dont know what Google just announced but the stock is taking a serious dive right now.

post #22 of 82
Sad if you like Apple. Good news if you like Google.

It is a post Apple era.
post #23 of 82
Sad if you like Apple. Good news if you like Google.

It is a post Apple era.
post #24 of 82
The number of activations is no measure of ownership. Android is rife with "plastic phones" with an enormous amount of churn. It can be expected that a high percentage of the 900 million are in land fills, in contrast to iPhones, which see high retention, use, and hand-me-down. This is borne out by network statistics which show iOS dominating Web traffic.
post #25 of 82

The conference - I am watching it - is ridiculously good. Some is catch up with iOS, but most is taking over.

 

Fact is Apple has been doing very little in iOS comparatively to Android. Which is not sustainable. iOS 6 added very little, except the useless to most Passbook, a flawed Maps which was a backward step, and one or two minor improvements to the phone app, and it removed some stuff. To most people who downloaded it, there was nothing, Just a regression. In fact its hard to know what the OS team was doing, I can only assume that there is big stuff coming in iOS7.

 

And I also don't think that Apple employ enough people. 

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post #26 of 82
Quote:
Originally Posted by KDarling View Post

After a while it gets ridiculous and meaningless, no matter which OS.


Headlines in the year 2030:  "Device type X has now passed 100 trillion activations since they first came out two decades ago."

So what.

Exactly. And is this cumulative activations? So devices that are no longer being used are still counted?
post #27 of 82

The latest figures showed the App Store with revenues about 2.5X that of Google Play. In previous years it was many times worse. Google claims 48 billion Apps to Apple's 50 billion. Yet the revenue figures over the last several years shows Apple with a lead of more than 5X that of Google. So where are all these Apps going? Are those 48 billion free Apps?

 

Notice how Google loves to show off generic figures like daily activations, total activations or total App downloads but leaves out details like "revenue paid to developers" (which Apple happily shares)?

post #28 of 82
Quote:
Originally Posted by EricTheHalfBee View Post

The latest figures showed the App Store with revenues about 2.5X that of Google Play. In previous years it was many times worse. Google claims 48 billion Apps to Apple's 50 billion. Yet the revenue figures over the last several years shows Apple with a lead of more than 5X that of Google. So where are all these Apps going? Are those 48 billion free Apps?

 

Notice how Google loves to show off generic figures like daily activations, total activations or total App downloads but leaves out details like "revenue paid to developers" (which Apple happily shares)?

The latest figures will be out of date very soon, if google play can sell more in 4 months than all of last year. 

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post #29 of 82
Quote:
Originally Posted by Stef View Post

Imagine how much OS filth that means: http://appleinsider.com/articles/13/05/14/mobile-malware-exploding-but-only-for-android 1hmm.gif

 

Google is only talking about their own Play store. There are many many android app stores out there that require the phone user to override android's security feature that prevents installation of apps outside of the Google Play store. Those third party app stores are where all the malware live. Don't use third party app stores (mostly used in other countries anyway) and there is no malware problem.

 

I'd imagine that the amount of malware in those third party foreign app stores in insane tho.

post #30 of 82
There's always going to be a big market for the lower-end of the retail pyramid. Congrats, Google, but you can KEEP this particular crown. Please.

If there was ever a quantity-over-quality achievement, this is the new standard.
post #31 of 82

Ask Google what percent of web traffic is coming from Android (ie. a clear indicator of how much their customers are actually using their phones), and all you'll hear is crickets. 

post #32 of 82

Activations used to mean something - when Android was fairly new, you could deduct that they meant "active users". But now it is nebulous... Is Google afraid of direct comparisons with Apple’s ecosystem? I don’t think they should be, but the fact that they don’t disclose their numbers openly to the world (and especially to developers) as Apple does every quarter has me wondering...

 

"The company also revealed at I/O that the company has paid out as much to developers so far in 2013 as it did in the entire year 2012."

Ok, so your are on a 100 % increase potential for 2013, but what amount did you give to devs in 2012 to begin with?

post #33 of 82

These numbers don't add up.  By this count, Google activated 500,000 phones in the last year.  If that is the case, and Samsung is the only company really selling any phones, they should be selling nearly 100,000 phones per quarter and that is not happening.  

post #34 of 82
Quote:
Originally Posted by genovelle View Post

These numbers don't add up.  By this count, Google activated 500,000 phones in the last year.  If that is the case, and Samsung is the only company really selling any phones, they should be selling nearly 100,000 phones per quarter and that is not happening.  

Just like with all of Google's Android "activations" I think this new number falls inline with the others. Samsung isn't the only company selling Android-based devices in volume, they are just the only one really making any profit from it. That's because they are selling well marketed, well built, and popular higher-end Android-based devices. There appear to be plenty of cheap Android-based devices that don't get used much on the internet and that don't make any real profits for the companies making them. Android has effectively replaced Symbian as the new feature phone OS.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #35 of 82
I'm not impressed considering Android is a 'FREE' mobile OS on just about every freaking smart phone sans iPhone.
Apple on the other hand is vastly more impressive since Apple is about to reach 50 billion downloads on their products without the need of third party celly phone participation.
post #36 of 82

I wonder if Google is including all the MALWARE in this 48 billion number?

http://appleinsider.com/articles/13/05/14/mobile-malware-exploding-but-only-for-android

Unfortunately, the above-linked article doesn't give figures on penetration, either. 

post #37 of 82
Quote:
Originally Posted by SolipsismX View Post

I could have sworn Schmidt had already announced that it reached 1 billion, but I guess not.

 

I think you're remembering the headlines from other places (e.g. BGR), who along with everyone else, recently reprinted someone's calculation that Android would hit a billion before the end of 2013.

 

Quote:
Originally Posted by genovelle View Post

These numbers don't add up.  By this count, Google activated 500,000 phones in the last year.  If that is the case, and Samsung is the only company really selling any phones, they should be selling nearly 100,000 phones per quarter and that is not happening.  

 

I think you meant 100+ million Android phones per quarter.

 

While Samsung is the largest individual Android phone seller, they "only" contribute about 40-45% of the total Android sales.  E.g. in a quarter where Samsung sells 60 million Android smartphones;  others sell 80 million.

post #38 of 82

I just about sprayed soda out of my nose in laughter when I read the headline!

Landfills all around the world scream in horror.  What a shame all of our precious resources and rare minerals were wasted on garbage. :(

post #39 of 82
Quote:
Originally Posted by AppleInsider View Post

Google on Wednesday announced...48 billion applications have been installed on Android devices.

 

 

 

How did they come up with this number when you can get GooApps all over the place? Not just from their store but from friends, some fly by night site, a friend, etc… Does that include the malware?  1biggrin.gif

 

Edit: TeaEarleGreyHot beat with the malware comment. But it was the first thing I thought of also.

post #40 of 82
Quote:
Originally Posted by herbapou View Post

 

 

They could get away with 35% gross margins. $150 cost + 35% = $200.  

 

You might want to check your math and/or your terminology.

 

Perhaps you meant $150 cost + 35% MARKUP is roughly $200.

 

Otherwise it is only about 25% gross margin. To get those margins, it would need to sell for circa $230.

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