You are absolutely right in what you say regarding integration.
I disagree with your final analysis of where this leaves Apple. I think Apple will continue to hold a significant chunk of the "high-end" luxury market. iOS will maintain high price points and Apple will maintain its polish--and consumers with expendable income will keep their sales strong. I suspect their market share in Europe, USA, Japan, and wealthy Chinese won't drop too much (30% of market? 45%?). Android will claim the entire low-cost market--the rest of China, India, South America.
I think Apple will maintain its profits, but Android will secure the majority of the world market. Apple is trying to maximize percentage of industry profit rather than percentage of industry sales.
I disagree with your final analysis of where this leaves Apple. I think Apple will continue to hold a significant chunk of the "high-end" luxury market. iOS will maintain high price points and Apple will maintain its polish--and consumers with expendable income will keep their sales strong. I suspect their market share in Europe, USA, Japan, and wealthy Chinese won't drop too much (30% of market? 45%?). Android will claim the entire low-cost market--the rest of China, India, South America.
I think Apple will maintain its profits, but Android will secure the majority of the world market. Apple is trying to maximize percentage of industry profit rather than percentage of industry sales.