Google and Apple, the two titans of the Information Age, have entered into head-to-head competition in several overlapping markets. Google’s foray into operating systems and browser markets, and Apple’s incursion into web services have pitted the two companies squarely against each other. With battle lines drawn, the two companies are locking horns in the areas of devices and operating systems, browsers, web advertising, applications stores, and cloud computing. This report examines the roots of this adversarial relationship and its implications for all the areas in which the two companies are competing.
Table of Contents
1.0 Executive Summary
2.0 Scope and Methodology
2.1 Scope
2.2 Target Audience
2.3 Methodology
2.3.1 Interviews
2.3.2 Additional Primary and Secondary Research
2.3.3 Trend Tracking
2.4 Additional Related Information
3.0 Emerging from the Shadows
3.1 Historical Perspective
3.1.1 Google’s History
3.1.2 Apple’s History
3.2 Products and Services
3.2.1 Google Products and Services
3.2.2 Apple Products and Services
4.0 In the Spotlight
4.1 The Physical Backdrop
4.2 The Leadership
4.3 From Associates to Adversaries
4.3.1 Cracks in Relationship
4.3.2 Tensions Emerge
4.3.3 Fissures Widen
4.3.4 Competition Heats Up
5.0 Competing in the Smartphone Market
5.1 Android
5.1.1 Android Overview
5.1.2 Software Development Kit
5.1.3 Third Party Apps
5.1.4 Android and Open Source
5.1.5 Drawbacks/Shortcomings
5.1.6 Smartphones Rollout
5.1.7 Nexus One
5.2 iPhone OS
5.2.1 iPhone Overview
5.2.2 Features
5.2.3 Applications
5.2.4 iPhone OS and Open Source
5.2.5 Drawbacks/Shortcomings
5.2.6 iPhone Smartphones
5.2.7 iPhone OS 4
5.3 Comparative Analysis
5.4 Smartphone Market Trends
5.5 Market Forecasts
6.0 Competing in the Netbooks/Nettabs Market
6.1 iPad
6.1.1 iPad Overview
6.1.2 Competitive Strengths
6.1.3 System-On-a-Chip
6.1.4 iPhone OS for iPad
6.1.5 Marketing Focus
6.1.6 Physical Characteristics
6.1.7 Feature Functionality
6.1.8 iPad Drawbacks/Shortcomings
6.1.9 iPad Markets
6.1.10 Pricing
6.1.11 iPad Assessment
6.2 Chrome OS
6.2.1 Chrome OS Overview
6.2.2 Vendors and Roll-Out Plans
6.2.3 Chrome OS and Cloud Computing
6.2.4 Chrome OS Media Player
6.2.5 Competitive Strengths
6.2.6 Chrome OS and Chromium OS
6.2.7 Chrome OS vs. Android
6.3 Comparative Analysis
6.4 Market Trends
6.5 Market Forecast
7.0 Competing in the Browser Market
7.1 Safari Browser
7.2 Chrome Browser
7.3 Comparative Analysis
7.4 Market Trends
7.5 Market Forecasts
8.0 Cloud Computing
8.1 Google’s Cloud Strategy
8.2 Apple’s Cloud Strategy
8.3 Comparative Analysis 7
8.4 Market Trends
8.5 Market Forecasts
9.0 Mobile Apps Stores
9.1 Apple’s App Store
9.2 Google’s Android Market
9.3 Comparative Analysis
9.4 Market Trends
9.5 Market Forecasts
10.0 Internet Search and Advertising
10.1 Google’s Positioning
10.2 Apple’s Positioning
10.3 Comparative Analysis
10.4 Market Trends
10.5 Market Sizing and Forecast
11.0 Financial Indicators
11.1 Revenue
11.2 Piqqem Sentiment Index
11.3 Stock Prices
11.4 Key Business Metrics
11.5 Price-to-Earnings Ratio
11.6 Growth Trends
12.0 Google and Apple: An Assessment
12.1 Apple: An Assessment
12.1.1 Mac OS X
12.1.2 The Next Wave
12.2 Google: An Assessment
12.2.1 Web Search and Advertising
12.2.2 The Next Wave
12.3 The Future
13.0 Conclusion
13.1 Contributions of Google and Apple
13.1.1 Google’s Contributions
13.1.2 Apple’s Contributions
13.1.3 Putting the Contributions in Perspective
13.2 Market and Technology Trends
13.2.1 Significance of Open Source
13.2.2 Importance of Web 2.0
13.2.3 Trends in Mobile Platforms
13.2.4 Shifting Power Dynamics
13.3 High-Growth Areas
13.3.1 Smartphones
13.3.2 Netbooks and Nettabs
13.3.3 Browsers
13.3.4 Cloud Computing
13.3.5 Apps Stores
13.3.6 Web Advertising
Appendix 1: Acronyms
Appendix 2: Feedback Form
Appendix 3: About Information Consulting, LLC
List of Tables
Table 1: Nexus One vs. iPhone—Size, Weight, and Display
Table 2: Nexus One vs. iPhone—Camera
Table 3: Nexus One vs. iPhone – Technologies Supported
Table 4: Nexus One vs. iPhone – Usage Time
Table 5: Nexus One vs. iPhone – Other Specs
Table 6: Smartphone and Non-Smartphone Handsets Sales, 2009-2016
Table 7: Global Sales by PC Types, 2009-2016
Table 8: Browser Market Forecast, 2009-2016
Table 9: Mobile and Non-Mobile Cloud Computing Users, 2009-2016
Table 10: Apps in Apps Store by Vendor, 2009
Table 11: Apps Stores Downloads and Revenues, 2009-2016
Table 12: Internet Advertising Revenue by Ad Categories, 2009-2016
Table 13: Google and Apple Revenues, 2005-2012
Table 14: Google and Apple Net Income, 2005-2012
Table 15: Key Business Metrics: Google vs. Apple, 2009
Table 16: Web 2.0 vs. Web 1.0
List of Figures
Figure 1: Global Annual Handset Sales, 2009-2016
Figure 2: Global PC Sales, 2009-2016
Figure 3: Browser Market Share, 2009
Figure 4: Cloud Computing Users, 2009-2016
Figure 5: Apps Stores Users, 2009-2016
Figure 6: Advertising Media Market Share, 2009
Figure 7: Google and Apple Revenues, 2005-2012
Figure 8: Google and Apple Net Income, 2005-2012
