Yesterday I published the first question of my driving direction survey showing an extremely fragmented market. It is a category led by Google but one that is fragmented and, after a long period of calm, is once again becoming heated.
Apple, with the release of their own mapping product in September, has quickly garnered market share and has created a playbook that others like Samsung could very well follow. After Apple’s disastrous rollout where their mapping product was widely criticized (ah the problems of a market leader), life has settled in. I wanted to see, 6 months in, how Apple Maps was fairing in the competition for iPhone users and how many users were actively using products other than Apple’s.
Using Google survey I created a filter question to ascertain their preferred device/software for driving directions. Five hundred users that indicated iPhone as the answer were asked this follow up question:
- What mapping or driving directions app do you use most often on your iPhone?
The answer? Its a statistical dead heat with Google Maps for the iPhone showing a lead that is well within the margin of error of the survey.
What does this mean for Apple and Google?
The survey doesn’t really address whether the users still using Apple Maps are happy or just victioms of inertia. My anecdotal reports would indicate the former, that many are very happy with the product but I don’t have hard data to back that up. Apple, in releasing a product before it was fully ready, opened themselves up to plenty of criticism. More importantly they have yet to learn how to play defense well in an all too combative market that will take any opportunity to go after the market leader.
Apple has a solid market share and more importantly critical real estate. They have a product that is easy to use and very attractive. They seem to be willing to do what it takes to make Apple Maps a long term contender.
Google, a hyper competitive player, will (or should I say has) move into their release often, upgrade features till the other side gets tired strategy. Yesterday, after only two months on the market, they released a fairly significant upgrade to their iPhone Google Maps product.
As Googler Joel Headley noted on Google + yesterday in response to my survey:
It’s great to see a number of players that have great apps. I know it will help focus Google to develop new and exciting things in mapping not thought of by other folks.
Google, not used to second place in the mapping space, seems willing to invest resources in regular and frequent upgrades to their iPhone app (even while Their Places Product is burning).
Mapquest, an early entrant into the iPhone driving directions market with an excellent product, lost a tremendous opportunity to gain visibility both before the Apple Maps release and in its aftermath. I am not sure how they missed their chance. They too could have been a contender and one has to wonder exactly what they were thinking during the fiasco. The many bit players, like the telco products, will never achieve lift off velocity. Waze, seems to have moved on with Apple’s entry.
It does seem to be a two horse race. Like I said yesterday “driving directions, long a stable and somewhat boring market, is once again in play”. The advent of mobile platforms has injected vitality and change into a market that needed just that.
Note: See yesterday’s post for methodology and issues related to the survey results that might impact the results.