But here's what really hurts Google. According to Net Applications, 61.2% of mobile Web users use the Safari Web browser that comes as a default on all iOS devices. This is up from 54.9% in January. Android has only a 18.6% share, followed by Opera Mini with 14% (which Facebook has reportedly been looking at as an acquisition target). So, even though Android is supposed to have a market share advantage over iOS, Apple users out-browse Google Android users by a 3.3x margin. It gets worse. A ComScore study in April found that 70% of American Android users can't seem to figure out how to use WiFi on their devices. They found that 29% of iPhone users only connected to the Internet using nothing but cellular data. In the UK, only 13% of iPhone users solely used wireless data to get on to the Web. But in the U.S., 68% of Android users relied on their wireless carrier to do their internet browsing.
This is very important. Each new iCloud subscriber is a good proxy for a customer who is highly likely to buy a future Apple TV, since they likely own at least two if not three Apple devices already. iCloud becomes the glue between the devices. However, if you don't use WiFi, why would you even care about Drive? And how successful will a revamped Google TV be once it comes out? Unlike Apple, Google's Android users are not really an installed base. They have happened to acquire a cheap phone to make phone calls and text their friends, but they have no loyalty to the phone or no idea of what they can do with it. Google can keep trying to revamp their OS to keep up with iOS 6. But what does it matter if only 7% of their users will ever see it? And why should app developers knock themselves out trying to come up with their latest and greatest stuff? If 70% of Android users won't ever get on WiFi, how will they ever buy some new app that's not a derivative of Angry Birds? It appears that Android is gaining market share from the old Nokia ( NOK) feature phone users who are migrating to smart phones and don't really have a clue how to use it. Maybe they'll wise up over time. Just as American iPhone users might eventually reduce their cell data plans usage like the Brits, maybe the American Android users will learn how to turn on the WiFi service on their phones. But that could take years.