Earlier quoted context omitted.
Gruber's right because the mobile market is expanding. However, his loyalty to Apple keeps him from saying what he really should have said: Get into mobile (Apple AND Android), hard and fast. About 77 million of the "big two" (60 million Android, 17 million iPhone) smartphones shipped in Q3 2011. Apple has a huge install base, but it's not Apple's game anymore - Android has more than 3x Apple's marketshare, and is on…
It seems to me that Android is the next Nokia. Large market share but like Nokia their marketshare is almost worthless since Android users dont spend as much money as iOS users. At least that's what everybody's saying.
His summary: Android=$4428.08, iOS=$5914 (over the same time period)
So it is true that Android users spent less, but not by a huge amount.