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Why the Latest Version of Apple iOS Is More Important Than Google Android

The smartphone operating system is increasingly becoming a two-horse race. Apple (NAS: AAPL) iOS and Google (NAS: GOOG) Android grow their collective share each and every quarter and now power four out of every five smartphones sold in the world today.

With Android's share towering at 56.1% while iOS lags with 22.9%, you might think that major version updates to Android are more important that for its rival from Cupertino. Both companies unveiled the next major versions of each respective operating system, iOS 6 and Android 4.1 Jelly Bean, last month, but iOS 6 is much more significant than Android 4.1.

I'm not even referring to new features or functionalities being included in the newest versions. Rather, it all comes back to what's frequently cited as Android's biggest weakness: fragmentation. There are many layers of this, one of which involves slow rollouts and software update delays within the Android army as each hardware manufacturer and carrier has to sign off.


It's a constant guessing game for Android users when -- or even if -- they'll get the newest versions of the operating system whenever they get updated. At Apple's Worldwide Developers Conference in June, iOS chief Scott Forstall said 80% of iOS users are now running iOS 5, the latest publicly released version. As of the beginning of July, Android 4.0 Ice Cream Sandwich was installed on just 11%, according to Google's Android developer site.

Both versions were released in October of last year, so they share an approximate starting point for adoption. This is why updates to iOS are more meaningful, because iOS users will actually get to use all the features in the first place. Only a tenth of Android users even enjoy features in Ice Cream Sandwich eight months after release, so who knows when they'd get a crack at those in Jelly Bean unless they go out and pick up a new Nexus 7 tablet.

In fact, 64% of users still use Android 2.3 Gingerbread, which was released in in 2010. It's worth noting that Google measures version distribution based on what Android devices access its Google Play content store. That means that Amazon.com's (NAS: AMZN) Kindle Fire, which runs a heavily modified, or forked, version of Gingerbread, isn't even included in that figure because it points to Amazon's own Appstore instead of to Google Play. Since the Kindle Fire is technically an Android device, that means that the percentage of users on Ice Cream Sandwich is even slimmer than what's reported.

iOS 6 is more meaningful simply because it will reach more of its user base quickly.

The iPhone's growth has been mind-boggling. The crazy thing is, Apple still has more room to run. Learn exactly what Apple's opportunity is, as well as the impediments to getting there, in our brand-new premium Apple research service.

At the time this article was published Fool contributor Evan Niu owns shares of Amazon.com and Apple, but he holds no other position in any company mentioned. Check out his holdings and a short bio. The Motley Fool owns shares of Amazon.com, Apple, and Google. Motley Fool newsletter services have recommended buying shares of Google, Amazon.com, and Apple and creating a bull call spread position in Apple. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days. The Motley Fool has a disclosure policy.

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Mark

Sounds like an Apple fanboy trying to make justifications for their favorite platform after mentioning that Android has a bigger market share. This is "investing" news? I should invest in Apple because they spend engineering time to make a software upgrade and then give it away for free compared to the fragmentation with Android where engineering time isn't wasted bringing old devices up to the latest release? Oh, wait. You plug an Apple investing service at the end. Article ignored.

July 05 2012 at 1:38 PM Report abuse rate up rate down Reply
Harald Engels

Journalists who are writing this fragmentation nonsense still understand not how the now dominating open source software world is working. The correct term is NOT fragmentation, it is evolution. Forking and branching is the life-blood of open source software and that is what makes the development so fast (Android) and allows a quick adjustment to the rapidly changing market requirements. These evolutionary processes are great so long existing hardware gets for a long time sufficient apps support. In the Android world that is a given fact. In the Windows Phone world NOT. Although WP 7.x has less than 2% market share Microsoft decided to cut WP 7.x loose from the new OS (WP 8). Apps which are using WP8 specific features won't be compatible with 7.x. The small amount of existing WP 7.x phones won't make it attractive to develop longer for it. I am running Android 2.3 and I still enjoy a fantastic support with apps. So where is the problem? And for sure I am impressed by version 4.1 but in my day by day usage My Samsung Galaxy is still working fine with 2.3. According to the "never break a running system" rule I see no necessity for an update - all apps I want are running stable and fast on 2.3. If WP 7.x users will be able to say the same in a couple of years we have to see. Apple is doing a great job in keeping iOS as much consistent as reasonable. So for all users who are afraid that the Android evolution is leaving them behind are better served by Apple. Buying a Windows Phone seems to me a no go seen from this perspective.

July 05 2012 at 8:28 AM Report abuse rate up rate down Reply