If Silicon Alley Insider is correct that Apple's iPhone 4 is an iPad
killer, advertisers haven't taken notice yet. According to a new study from Millennial
Media, ad requests on the iPad are up 160% in the last month.
With Apple's iAd platform launching this summer (and the company's competitor-blocking ad policy), Steve Jobs' prediction that Apple will serve half of the mobile ads sent in the second half of 2010 might not be that far off.
Earlier this week, Steve Jobs estimated that Apple's iAd network would handle 48% of all mobile advertising in the second half of 2010. That number may seem high, but it looks like Jobs is pulling out all the stops to make sure that developers choose iAd.
Today the company unveiled new terms of service that would prohibit competitors like Google from delivering ads on its mobile products. This is an anti-competitive slippery slope that could get Apple into trouble pretty quickly.
AdMob may currently be the largest mobile ad network, but Apple is bullish that dominance won't last long. In the six months that Google's purchase of AdMob spent stalled by the Federal Trade Commission, Apple purchased Quattro Wireless, integrated the business and launched iAds. Today, Steve Jobs announced that iAds would take in 48% of the mobile ad spend in the second half of 2010.
That's wishful thinking if you ask AdMob's CEO Omar Hamoui. On stage with John Battelle at CMSummit, Hamoui took a moment to dispel some of the boasting that Apple has made about mobile.
Google's overwhelming dominance in search is proving to be a hindrance in other areas of its business. Like mobile, where the search giant's $750 million purchase of AdMob is rumored to get blocked by the Federal Trade Commission sometime this week.
Despite the fact that Google has not proven itself to dominate in any sector other than search, the company's reputation seems to precede its success in mobile. But blocking the Google-AdMob deal would be preemptive regulation at its worst. The mobile ad market is still anyone's game.
Today Steve Jobs announced what Apple has been working on since its reported $275 million acquisition of Quattro wireless in January — a mobile ad network. The new network, called iAd, promises to give advertisers what they've long been wanting from digital advertising — rich media experiences that engage consumers.
And thanks to Apple's proprietary hold on iPhone apps, it may just deliver.