Business Insider reports on a new research note from Goldman Sachs analyst Bill Shope covering a recent meeting between Shope and Apple executives Tim Cook, Ron Johnson, and Peter Oppenheimer. According to Shope, the executives expressed considerable optimism regarding the future of iOS, particularly when it comes to the iPad. In fact, Apple Chief Operating Officer Tim Cook reportedly noted that the company expects tablet sales to surpass PC sales over the next several years.
Shope says, "the company appeared more overtly optimistic on the long-term prospects for the iOS platform than it has been in quite some time."
Why?
For one, Cook said, "he sees no reason why the tablet market shouldn't eclipse the PC market over the next several years," according to Shope's note.
Apple's iPad of course currently dominates that tablet market, and while its share will almost certainly shrink as more competitors come to market, most observers expect Apple to continue to lead the market for years to come.
According to a separate article relating information from the note, Shope reports that Apple is once again touting its preference for an "integrated" ecosystem for iOS over the "fragmented" one it sees for Google's Android platform. Apple's executives reportedly suggest that while the Android approach may yield market share gains over the short term, but the the fragmentation will ultimately weaken the platform and degrade the user experience.
To that end, Apple argues that the true measure of a platform's value should be measured by how well it supports the entire ecosystem surrounding it, and with the company having paid out over $2 billion to App Store developers so far, it believes that it offers the most successful and sustainable model among mobile platforms.
