Why Apple's Big Win Over Samsung Might Be Great News for Google

Fresh data from IDC research shows Apple may be succeeding far more than the stock price currently reflects.

The iPhone inventor gained share on Samsung in the global market for connected devices, capturing 20.3% of all units shipped in the fourth quarter. Apple also remains well ahead of its most dangerous competitor in terms of revenue share, capturing 30.7% of all sales of connected devices sales, versus 20.4% for Samsung.

And, yet, the story doesn't end there, says Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova. In the following video, Tim explains that emerging markets are leading the shift from PCs to tablets and smartphones, which means that price could become a bigger factor soon.

Will Apple be able to fend off cheaper Android and Firefox OS alternatives among these up-and-coming populations? Will Google be able to capitalize on its cost advantages? Let us know who you think will profit most from rising worldwide use of connected devices in the comments box below.

For further analysis of the search king's mobile ambitions, I invite you try our newest premium research report in which we dissect Google's sprawling empire and tell you what the company is worth, and whether the stock deserves a place in your portfolio. Access your report now by clicking here.

The article Why Apple's Big Win Over Samsung Might Be Great News for Google originally appeared on Fool.com.

Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple and Google at the time of publication. Check out Tim's web home and portfolio holdings or connect with him on Google+, Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.The Motley Fool owns shares of Google and Apple. Motley Fool newsletter services have recommended buying shares of Apple and Google.Motley Fool newsletter services have recommended creating a covered bull call spread position in Apple. The Motley Fool has a disclosure policy. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days.

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