Comment by lucideer
5 hours ago
I'm similarly baffled for the reasons you state but your breakdown of the market differentiations is a little hyperbolic.
> Apple has had better mobile hardware for years
Apple has never had better hardware (on mobile). Apple has had better software support & integration for their hardware that has lead to e.g. strong camera quality advantages (iOS camera app has been able to use the hardware better to produce photos people want despite some Android OEMs having objectively better camera modules since those OEMs have to work through a lot of Google contracts & software extraction).
The hardware has never been better - their holistic ecosystem has just made integrations with it smoother.
> Apple has better app selection (for most people)
This has been true but it's always been marginal, & the "for most people" qualifier has contracted significantly in recent years. Both Google's & Apple's 1P offerings have declined in quality & popularity, but Google have increased lock-in & reliance on theirs in ways Apple can't, while the 3P offerings on Android have improved significantly relative to iOS. Gone are the days of companies releasing exclusively on iOS, or the Android version being an afterthought with missing features - if anything it's swung in the other direction.
To be clear, I think your points still stand: Google's recent strategy doesn't make sense for Google. I just don't think it's as glaringly clear cut as you make out.
One aspect that's worth keeping in mind is the non-US market. Apple has a 58% market share in the US but it's 28% worldwide. Outside of the US market the impact of that "every Android user lost to the increasing iOS market share" is significantly diluted (tbh I'm not sure it's even increasing outside of the US at all) & emerging markets are growth areas.
>Apple has never had better hardware (on mobile).
This is just straight up false. Qualcomm's current top of the line processors are about 3 years behind what you can get in Apple's cheapest product (that being the 16e), and the budget phones (and by "budget" I mean "the 600 dollar ones") are another 3 years behind that.
iPhones don't generally become too slow to realistically use until their support lifetime expires. Androids are like that out of the box unless you spend over a thousand dollars, and those only last for about half the time (a combination of inferior hardware and inferior software). It doesn't matter if you have a 120Hz screen if the UI only updates at 20.
This is why the only killer feature for Android (outside the cameras) is adblocking- which, of course, is what Google wants to prevent. They don't want you to run real Firefox (with the only effective adblock remaining), and they want you to pay for YouTube Premium rather than using NewPipe (or some other ReVanced successor) so you can't get out of paying 10 bucks to listen to a video with the screen off.