How the company would contend with a post-app era isn't so obvious, though.
Every month or two, I perform a little ritual: I remove the SIM card from whatever phone I’m using at the moment and pop it into a different model. My goal is to get plenty of hands-on experience with all the major mobile platforms — a mandatory qualification for anyone in my line of work, as far as I’m concerned.
Whenever I land back on Android, as I did when I switched from my iPhone 5 to an HTC One this week, I’m reminded of the things I like about Google’s mobile operating system. It’s far more customizable than iOS, letting me do things such as opting for a third-party keyboard like Swype. It’s neatly integrated with Google services such as Gmail and Google Maps. Its overall level of polish, once so crude, is now at least in the same ZIP code as iOS.
Actually depending on Android to do real work reminds me that even though both iOS and Android have over a million apps, they haven’t reached parity when it comes to the ones I’m most interested in using. Leaving iOS behind means doing without Secret and Facebook’s Paper, for instance. And racing Anki’s amazing little cars is no longer an option.
In some cases, an Android app is available, but lacks key features: The one for TiVo, for instance, lets you manage your DVR’s recordings but doesn’t, like, let you watch them. In other instances, an Android version is feature-complete but not as elegant as its iOS counterpart, such as with Instagram, which doesn’t let you pinch to zoom in and out of an image you’re posting,
Now, it’s rare for the creators of a significant app to simply ignore Android altogether. Secret, for example, is apparently trying to hire someone to work on an Android version even as we speak, judging from its job listings. But for many companies, the Android version is what you get to work on after you’ve shipped the iOS one, leaving Google’s ecosystem in a mode of permanent catch-up. Even though about 80 percent of new smartphones shipped run Android, giving apps written for it a vastly larger theoretical customer base.
It wasn’t supposed to be this way. Pundits such as Business Insider’s Henry Blodget continue to argue that Android’s overwhelming market share will inevitably lead to it becoming the dominant app platform — just as Windows’ overwhelming market share led developers of PC software to focus on it and give short shrift to the Mac, thereby helping Microsoft and hurting Apple.
Blodget has been making this case since at least April of 2011, when he said that Apple fans should be “scared to death” of Android’s surging market share and the likelihood that it would lead to developers favoring Google’s ecosystem. Venture capitalist Fred Wilson blogged similar sentiments at the same time.
Since then, Android’s growing popularity has clearly had a positive effect on the quantity and quality of goods in Google’s app market. Here’s the thing, though: Android’s gain has not been iOS’s loss. And over the last couple of years, we seem to have reached a state of equilibrium:
- If you’ve got an iPhone, you can pretty much assume that any major app that wouldn’t be nixed by Apple’s App Store policies will be available to you, and that you’ll get future updates at least as early as anyone else.
- If you’ve got an Android phone, you’ll get most major apps. But there are exceptions. And even when an app or update comes your way, you might need to wait for weeks or months after the iOS version is available. You will, however, have access to numerous neat apps in categories that are taboo on iOS, such as replacement home screens and alternative keyboards.
(Sorry, owners of Windows Phones and BlackBerrys: Your situations are worth examining, too, but I’m not going to do it in this particular piece.)
The current situation seems to me to be a largely happy one for both iOS and Android users. They’re two great platforms, each with some unique strengths and access to vast quantities of apps. But it’s not the scenario long predicted by the market share ūber alles crowd. And there aren’t even any isolated incidents that should set off little alarms in Apple’s head — a hot app or a big company announcing that it’s decided to go Android-first.
So it isn’t rash to declare that we’ve reached the point where the reasonable conclusion is that market share alone is not the overriding factor. A few factors which help explain why iOS keeps its app edge come to mind:
- iOS users are more app-happy and free-spending than Android users. There are plenty of stats saying that’s the case, such as this one and this one. That makes iOS a more attractive market even though it’s got fewer bodies than Android.
- Supporting multiple platforms is tough. Many of the most interesting apps come from tiny startups that pretty much don’t have the option of releasing two ambitious pieces of software at the same time. Something’s gotta give, and what gives is nearly always Android. Even big companies with lots of resources — such as Facebook, which released Paper as an iPhone exclusive — can’t do everything all at once. Which makes it that much tougher for Android to have a shot at pulling even with iOS, let alone breezing past it.
- Developing for Android is a hassle. The obvious obstacle is the challenge of supporting a bevy of devices from different manufacturers, with varying specs and hardware features, running different variants of the operating system. But even without that factor, I’ve chatted with many coders who say it’s just harder to get a slick app up and running on Android than it is with iOS. How hard? Maybe twice as hard.
- Sometimes the second platform a developer supports is the iPad. Such as the e-mail app Mailbox, which originated on the iPhone, and then arrived in a version nicely rethought for the iPad’s larger display. A year later, an Android version is still a to-do list item for Mailbox’s creators. Might it have shown up faster if there was no such thing as an iPad?
- In the U.S., Android isn’t the runaway market-share champ. This country remains the single most important producer of smartphone apps, and Google, though ahead, isn’t creaming Apple here. In Comscore’s latest numbers, for instance, Android has 51.5 percent share and iOS has 41.8 percent. That reflects a small dip for Android and an uptick for iOS, an inconvenient truth for anyone who argues that Apple’s operating system is on an inexorable march towards irrelevance.
- iOS has a cultural advantage in Silicon Valley. As far as I can tell, the majority of the tech execs who decide how to allocate development resources are still iOS users, personally. If they were all required to give up their iPhones for six months in favor of the Android device of their choice, it might change their perspective.
As far as I can divine, all of these points play a part in determining the relative health of the iOS and Android platforms. Together, they matter more than the number of devices each operating system has in the field.
Which leads me to wonder: If 80 percent market share isn’t enough to make Android the 800-pound gorilla of mobile app development, what percentage would be? Eighty-five percent? Ninety percent?
It would be nutty, of course, to argue that Android’s failure to overcome the iOS software advantage means that Apple has nothing to be paranoid about on the app front. But maybe the big scary threat isn’t Android. Maybe it’s the same one that eventually made Windows less of an inevitable fact of life on the desktop: As cloud-based services got more and more sophisticated, and the business models behind them improved, the apps available for any particular platform stopped mattering that much. Facebook, after all, is Facebook whether you’re using it on a Windows machine, a Mac or a Chromebook.
Though that hasn’t happened yet with smartphones, it probably will — not in the next year or two, but eventually. Google is as comfortable writing web services as any company on the planet, so it would presumably be O.K.
How Apple would contend with a post-app era isn’t so obvious — but if I were part of the company’s brain trust, I’d be secretly formulating a game plan right now.