Apple 2.0

Covering the business that Steve Jobs built

Apple's growing dominance of the mobile Web

April 3, 2013: 7:34 AM ET

Against all odds, Apple's iOS is outpacing Google's Android in Web usage.

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Source: NetApplications

FORTUNE -- Two data points that counter the prevailing wisdom on Wall Street -- at least as reflected in its valuation -- that Apple (AAPL) is toast.

  • The latest report from NetApplications, posted Monday, shows Safari's browser share of the mobile Web growing to 61.79% in March, up from 55.41% one month earlier.
  • The chart below from Piper Jaffray's Gene Munster that shows iOS generating more than twice as much traffic as Google's (GOOG) Android -- despite the considerable advantage Android has worldwide in the sale of mobile phones. Munster offers three theories about why this might be:

"First, we note that with over 80% share of smartphone sales at AT&T and over 60% at Verizon in Q4, we believe iOS is the most popular smartphone platform in the US. Second, we believe that iOS users are likely more engaged with their phones on a daily basis than Android users on average. Third, we believe that iOS's contribution from tablets, which are likely to generate more traffic than a smartphone, is greater than Android's. We believe that iOS is likely to continue to lead in mobile traffic generation in the US for at least the remainder of the year."

Screen Shot 2013-04-03 at 7.19.35 AM

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Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

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