Jay Yarow, regarding a report by analyst Ben Schacter claiming that a version of Chrome for iOS is imminent:
Google is currently paying Apple an estimated 50%-60% revenue
share for searches done through the Safari search box, says
Schacter. So, if there is $1 billion in gross search revenue from
iPads, iPhones, and iPod Touches, Apple gets $600 million, Google
only gets $400 million. By cutting out Safari, and owning all the
searches, Google gets to keep all of the revenue it generates.
I wonder if this is true. I know that Apple gets money from Google for searches conducted through Safari’s search field, but is it feasible for it to be a revenue share? How would Apple verify the prices paid by the advertisers?
The catch for Google is that Apple doesn’t allow third-party
applications like Chrome to act as defaults. So, if you click on a
link in an email it will take you mobile Safari by default instead
Update: To be clear, I’m not saying these limitations would prevent Google from making a good version of Chrome for iOS. They could compete on features alone — bookmark and tab syncing with desktop Chrome, for example — and build a compelling Safari rival.
However, as Schacter says, this could be the second wave of
browser wars. Microsoft was hammered in the late nineties by the
government for making IE the default browser on Windows, and thus
marginalizing the then dominant Netscape browser. If Apple is
going to follow the same playbook, the government too might follow
the same playbook and come after Apple. And don’t forget, Google
has been active in D.C. making friends, while Apple has has
largely given D.C. a cold shoulder.
★ Tuesday, 15 May 2012