Apple's Dominant iOS Mobile Traffic Continues to Grow Compared to Android
The dominant lead that the iOS platform has in mobile web traffic generation in the United States continues to grow according to a new report from Piper Jaffray’s Gene Munster. His report features an independent analysis of traffic for 10 of the top 100 mobile websites. The data led Munster to conclude that iOS users are “generally more engaged with their mobile devices.”
After looking at several sites such as Answers.com, Tumblr, ChaCha, Examiner, LinkedIn, Bleacher Report, Hubpages, White Pages, Squidoo, and Dictionary.com, Apple’s iOS platform averaged better than 65% of all traffic across February and March, while Android remained under 30%. Another thing to take note of was the fact that iOS gained share from February to March, increasing from 65.3% to 66.4%. This gain came largely at the expense of Google’s Android platform, which saw its traffic share dip from 29.7% in February to 28.7% in March.
Overall, the analysis found the iPhone to be responsible for most iOS traffic, at roughly 60%. The iPad has gained on its smaller counterpart from February to March, with Apple’s tablet now responsible for 39.7% of iOS web traffic. Munster attributes the traffic disparity to the iPhone’s number one spot in smartphone sales at the nation’s top two carriers (AT&T and Verizon).
According to the report, iOS users are also likely more engaged with their phones on a daily basis when compared to the average Android user. Munster also believes that Apple’s lead in tablets pushes its overall mobile lead, as tablets tend to generate more traffic than smartphones. The report concludes that iOS is likely to continue to lead in mobile traffic generation in the US for at least the remainder of 2013. Piper Jaffray continues to maintain its Overweight rating on AAPL, with a target price of $767.
Source: Piper Jaffray