What percentage of paid apps can the App Store economy support?

Posted on November 29, 2010

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We discovered last week in has the competitive advantage of the Mobile Apps Store been over valued? that 70% of Apps in Apple’s App Store are paid Apps while just 30% are Free… and yet 3 in 4 downloads are free apps. This suggests the App Store economy is overweight in Paid Apps so let’s see if we can establish a figure for the percentage of Paid Apps in the App Store economy can actually support.

Let’s begin by declaring a few assumptions about the App Store Economy based on the data supplied by GigaOm and Tomi T Ahonen for the previous post How does the new mobile app store economy shape up against the old dot com economy?.

  • The most popular paid download is $0.99.
  • Developers retain $0.69 from each sale
  • The average development cost for an iPhone App is $35,000
  • This means you need 50,505 downloads to breakeven
  • Subscribers spend around $4.37 per month
  • This is an average of 4 x $0.99 apps

These assumptions translate into the following sustainability metrics

  • The App Store can support 80 new paid apps per month per million iPhone subscribers
  • This translates into an annualized sustainability figure of 960 new paid apps per iPhone million subscribers

Today the real App Store economy looks like this:

  • An estimated 65 Million iPhones have been sold
  • The App Store has an estimated 285,000 apps
  • An estimated 70% (i.e.200,000) of those Apps are Paid Apps

Now let’s apply our sustainability metrics to the App Store economy and determine just what percentage of paid apps can be supported.

65 million iPhone subscribers x 960 paid apps per million subscribers =  62,500 paid apps

62,500 paid apps out of 285,000 Apps = 22% Paid Apps
(vs. 78% Free Apps)

However if developers seek a 30% profit margin on their app sales then the “sustainability” figure would fall to 15% Paid vs. 85% Free.

The bottom line is the App Store economy is probably around 3 to 5 times smaller than the developer community’s expectations.

Further Reading

 

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Posted in: Apple, iPhone, Mobile Apps