Why Google’s Android surpassed Apple’s iOS for the 1st time

Puneet Sikka - Author

Aug. 29 2014, Updated 4:40 p.m. ET

The iPad has dominated web traffic in North America

In the previous part of this series, we discussed Google’s (GOOGL) Android dominance in the smartphone operating system market.

Apple’s (AAPL) iPad has always dominated web traffic on tablets in North America. According to a report from Chitika, 81% of web traffic on tablets in North America came from iPads.

Amazon (AMZN) and Samsung (SSNLF) each had market share of less than 7%, while Google and Microsoft (MSFT) each had market share of less than 2%.

Things have started to change for Apple

But things are different when we look at the global level. Although Apple continues to be a strong player in the U.S. market, its presence in emerging markets continues to decline.

iPad sales have started to decline, as unit sales fell by 16% in 1Q14 and 9% in 2Q14 over the corresponding quarter last year. At the same time, Android has started to gain further presence in the tablet market.

In the smartphone market, Android has always been the undisputed leader, which we also discussed in the previous part of this series.

Android now leads the worldwide mobile web usage market

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All this meant that iOS lost its top position to Android in terms of worldwide mobile web usage, which includes both tablets and smartphones. According to a report from Net Applications and as the chart above shows, Apple’s iOS share of worldwide mobile web usage declined from 59% in July 2013 to 44% in July 2014. Android’s share, meanwhile, increased from 25% to 45% during the same period.


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