Apple Inc. (AAPL) iOS Crushing Competition in Mobile Traffic: Munster

Apple Inc. (NASDAQ:AAPL) is crushing Android in at least one category, OS mobile traffic. Gene Munster states in a new report that a an analysis of the OS source of mobile traffic in the US shows iOS continues to lead Android in generating mobile traffic. While similar third party data has been written about in the media with similar conclusions, Munster plans on tracking this data on a monthly basis.

Apple vs android os traffic

Munster states that the traffic data demonstrates that Apple Inc. (NASDAQ:AAPL)’s iOS is not only the leading platform in the US and its users are generally more engaged with their mobile devices. In terms of the bigger picture, Munster believes in owning Apple Inc. (NASDAQ:AAPL) shares in the back half of the year ahead of the iPhone 5S and, more importantly, cheaper iPhone launches.

Third Party Data Analysis Shows iOS Leads In Mobile Web Traffic Generation

An Investing Analytics analysis for Piper Jaffray of the OS source of mobile traffic 10 of the top 100 mobile websites shows that iOS continues to lead Android in generating mobile traffic. The sites used in the analysis were:, Tumblr, ChaCha, Examiner, LinkedIn, Bleacher Report, Hubpages, White Pages, Squidoo, According the analysis of third party data, the total of mobile traffic generated by iOS was up 1.1% points in March from February. Android was the main share loser in traffic during the same period.

On Why iOS Generates So Much More Traffic Than Android

Munster believes that there are three reasons that iOS generates so much more traffic than Android. First, he notes that with over 80% share of smartphone sales at AT&T Inc. (NYSE:T) and over 60% at Verizon Communications Inc. (NYSE:VZ) in Q4, iOS is likely the most popular smartphone platform in the US. Second, iOS users are likely more engaged with their phones on a daily basis than Android users on average. Third, iOS’s contribution from tablets, which are likely to generate more traffic than a smartphone, is greater than Android’s. Munster believes that Apple Inc. (NASDAQ:AAPL)’s iOS is likely to continue to lead in mobile traffic generation in the US for at least the remainder of the year.