Piper Jaffray analyst Gene Munster speculates that Apple’s iOS will account for 40% of Google’s $4.5 billion mobile search revenue in 2012 – a cool $1.6 billion.
Indeed, licensing deals for its Maps and Search apps have traditionally been lucrative for Google, but what’ll happen when Apple reveals its own map app?
Well, nothing much, says Gene. He expects those figures to remain largely unchanged, even if – as suggested – iOS 6 introduces a 3D Maps app that ditches the Google back end.
Gene points out that – even though it’ll no longer be the default map app – Google Maps will still be available as a free download in the App Store.
Dr Munster goes on to suggest that Google might push more of its apps through the App Store, including Google Chrome. Er, that’ll be the same Chrome that’s still in Beta over on Google Play, and only available for those with Ice Cream Sandwich (Android 4.0).
Google held a Next Dimension event this week, which focused on 3D mapping technology. It was seen by some as a desperate move to take the shine off next week’s Worldwide Developers Conference (WWDC), where Apple is expected to unveil its 3D Maps app.
WWDC 2012 gets underway on June 11, or - if you prefer - "Monday".