This little graph from IHS Reseach has been making a lot of noise around the interwebs in the last three days. The message is that app store revenue is growing all over the board, in some cases quite dramatically, which is ultimately just another proof that the trend away from the desktop and towards the cloud is real and getting stronger. Android Market revenue grew 861.5% year-over-year – read that figure again. Of course the Android revenue is still puny compared to what Apple is making on its apps, but the other important figure is that the Apple App Store lost 10% of market share over the same period. With the three-way competition between Samsung, HTC and Motorolla for control over the Android hardware market only heating up, these figures can go only one way for Apple.
To make things even gloomier for Apple, Eric Schmidt just announced at MWC2011 that Android has 300 000 activations per day and rising, that YouTube apparently gets 160 million mobile views per year, and that ChromeOS is definitely coming this year. I will probably have another post with more on that speech.