Considering the proportion of Apple’s profit in the mobile phone and App Store market versus Google’s profit, I would say there is no golden goose period for Google.
Or, the golden goose is shoveling ads and obtaining data from all their users, but I’m not bullish on the value of that long term, especially if your users trend on the lower side of disposable income.
Globally, iOS is in decline, and Android is on the rise, and there's nothing that could change the tendency. The main driver for mobile growth is 3rd world, where Android is a king.
> Apple continues to face challenges in terms of unit shipments—a trend that is unlikely to be fixed soon. Apple shipped 35.3 million iPhones in the second quarter, down 14.6 percent from 41.3 million units one year ago.
I don’t know what you mean by “decline” and “rise”, but for discussions regarding future business viability, I look at net income instead of units sold.
One company is in the business of selling devices and services, the other is in the business I’d giving them away to siphon data to support their ad business. Margins on advertisements are going down, and if people with disposable income aren’t on your platform, then the ads aren’t worth much either.
