For mainstream consumers, the most visible feature of iOS are Apple's stock apps, and few of them are immune from startup competition.
Apple released the iOS 8 operating system to the public in late 2014, and is expected to release a new update at a media event tomorrow.
With the iOS 9 upgrade around the corner, we used CB Insights data and analysis to dig in and see which startups have been peeling away at some of the categories served by default iOS apps.
An operating system includes many behind-the-scenes technologies that power the iPhone (and iPad) experience. But for mainstream consumers the most visible feature of iOS are the built-in apps, i.e. the apps like Calendar and Mail that can’t be deleted from iPhones and are intended as the default options. We found dozens of investor-backed private companies developing apps that would like to displace Apple’s stock apps and knock them off the home screen.
In all, we identified 44 startups attacking iOS, with music, messaging, and health seeming to be the three most contested categories.
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Of course, this isn’t all bad for Apple, since a well-stocked app store is a strength for iOS and helps sell iPhones. But if the company wants to move more aggressively into apps and mobile services —as it has with music and photos — it will need to think more about how it plans to compete in all of these areas.
Here’s a deeper look at some of the most contested categories:
- Music: Spotify, the music-streaming company valued at $8.5B is joined by rivals including SoundCloud, Rdio, Guvera, Deezer, Rhapsody, and Saavn in an attempt to fend off Apple’s growing ambitions in music, most recently on display with the launch of Apple’s new Music app and its Spotify-like music-streaming service.
- Messaging: Messaging is so core to the smartphone experience that massive audiences can accrue quickly to startups that develop a unique and valuable messaging product. Snapchat is the fifth-ranked unicorn globally at a valuation of $16B, and Kik has just taken an investment by Chinese messaging giant Tencent. There have already been some notable exits in this space, including WhatsApp’s (acquired by Facebook for $19B) and Viber (acquired by Rakuten for $900M).
- Health: Health, diet, and fitness data will likely be one of the core features of future personal devices, whether these are smartphones or wearable devices. Apple’s Health app launched in late 2014 as part of the iOS 8 rollout, but many other contenders also hope to become the hub for users’ health- and habit-tracking activity on iPhones and beyond.
- Photos: While Apple has an inbuilt advantage with its Photos app that after a recent update is more tightly integrated with its cloud storage service, other players hope to serve as the main canvas on which you view, back up, and/or edit photos. Dropbox has made serious efforts at positioning itself as a multi-device photo repository (not to mention having marketed its own competitive email app).
Did we miss some notable startups targeting various iOS features? Disagree with some of our choices? Let us know in the comments.
This report was created with data from CB Insights’ emerging technology insights platform, which offers clarity into emerging tech and new business strategies through tools like:
- Earnings Transcripts Search Engine & Analytics to get an information edge on competitors’ and incumbents’ strategies
- Patent Analytics to see where innovation is happening next
- Company Mosaic Scores to evaluate startup health, based on our National Science Foundation-backed algorithm
- Business Relationships to quickly see a company’s competitors, partners, and more
- Market Sizing Tools to visualize market growth and spot the next big opportunity