Analyst: Apple's iOS widens Web traffic lead over Google's Android


Apple's (NASDAQ:AAPL) iOS continues to generate significantly more U.S. mobile Web traffic than Google's (NASDAQ:GOOG) rival Android mobile operating system, fueling the opinion that iPhone and iPad users are more engaged with their devices than consumers across other mobile platforms, investment bank Piper Jaffray reports.

iOS devices drove 69 percent of U.S. mobile Web traffic in April 2013, increasing from 66.4 percent the previous month. Android slipped from 28.7 percent in March to 26.5 percent in April. Rival operating systems like BlackBerry (NASDAQ:BBRY) and Microsoft's (NASDAQ:MSFT) Windows Phone accounted for the remaining 4.5 percent, down from 4.9 percent in March.

"For the second straight month in our tracking of the data, iOS gained on Android as a source of mobile traffic," said Piper Jaffray analyst Gene Munster. "We believe the traffic data continues to demonstrate that iOS is not only the leading platform in the U.S., its users are generally more engaged with their mobile devices."

Munster also credits iOS's sizable lead to the popularity of Apple's iPad tablet, which is gradually cannibalizing Web activity from the iPhone: Looking exclusively at Web traffic across the iOS ecosystem, the iPad now accounts for 41.7 percent, increasing from 39.7 percent a month earlier, while the iPhone fell from 60.3 percent to 58.3 percent.

"We believe that iOS is likely to continue to lead in mobile traffic generation in the U.S. for at least the remainder of the year," Munster added.

Apple's Web traffic dominance is all the more impressive given Android's lead in overall U.S. smartphone market share, although iOS is gaining there as well. Digital research firm comScore reports iOS controlled 39 percent of the U.S. smartphone market in March, up 2.7 percentage points over December, while Android declined from 53.4 percent to 52 percent. ComScore adds that 136.7 million Americans now own smartphones, up 9 percent since December and corresponding to 58 percent mobile market penetration.

For more:
- read this AppleInsider article
- read this CNet article

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