After all of the aforementioned changes begin to take shape, Schmidt said he expects India to “be rocking.”
While Schmidt seems to undermine the importance of China, remember that Google Inc (NASDAQ:GOOG) faces numerous challenges there due to government censorship and the propensity of local OEMs to fork Android for their own purposes — and feed users into Baidu.com, Inc. (ADR) (NASDAQ:BIDU). In contrast, Apple is having a grand old time in the Middle Kingdom, and Cook expects it to soon become Apple’s largest market.
Despite Cook’s comments last year, Apple Inc. (NASDAQ:AAPL) has actually overhauled its Indian operations recently, and the changes are starting to pay dividends in the form of increased iPhone sales. The company still lags Samsung and its Android arsenal, but its revenue share is much more impressive than its unit share.
Ultimately, Apple has better prospects in China than in India right now, and Google is the exact opposite.
The article Which of These Tech Giant Execs Is Right About India? originally appeared on Fool.com and is written by Evan Niu.
Fool contributor Evan Niu, CFA owns shares of Apple and Baidu. The Motley Fool recommends Apple, Baidu, and Google. The Motley Fool owns shares of Apple, Baidu, and Google.
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