I am very hard-pressed to believe iOS has a monopoly by most arguments.
Market share argument:
Android has 71% market share in the EU, as of February 2019 - compared to iOS's 21%. [1]
Ease of customer switching argument:
If Apple pressed too much in a way that harmed consumers, there are many other cheaper alternative Android phones vs. iOS to which they can easily port their number over (say what you want about ISPs and Telecoms, I find this to be pretty easy in the US - unless you signed an unreasonably stifling contract. Admittedly I'm unsure how difficult this would be in most of the EU.)
Supply-Side Price elasticity argument:
In theory, if the 30% cut was too high, developers wouldn't want to develop on the iOS platform, and would instead focus resources on developing on Android; the specific cut would be at an equilibrium point that enough developers would find profitable, and would still provide choice in the app marketplace for customers.
Your argument relies on combining the markets for iOS and Android apps into a single market. These are separate markets because you can't put an Android app on iPhone or an iOS app on Android.
If iOS had 100% share, you probably wouldn't say it doesn't have a monopoly on apps because you can just use desktop apps instead.
I also wouldn't say Comcast doesn't have a monopoly because they only have xx% share and you can move to a different state or country and get another provider. Or use your phone for internet instead.
> Ease of customer switching argument
This is confusing the consumer market for smartphones and the markets for distribution of smartphone app.
> Supply-Side Price elasticity argument
Yeah, if any monopoly's cut is too high, you can exit the market. This is not an argument that the monopoly is not a monopoly. This only means there is a limit to the monopoly's power.
Defining markets is what competition law is all about. There will be enormous resources thrown at both sides of this argument. I think odds are in favor of Apple. They’ll will win on the basis that the market is mobile devices generally.
If the products aren't interchangeable, then they are separate markets. Someone in the market for a part that fits a Ford can't solve their problem by buying the similar part that only fits a Chevy. Likewise, he can't but a new tire to replace a carburator. The tire and carburator are also in separate markets.
However, he can buy an aftermarket part. It's a different product but the same market. So they don't have a monopoly.
I don't know much about antitrust law so I can't comment on that But I do understand basic economics. And from an economic perspective, Apple most definitely created a monopoly which they most definitely use for rent seeking.
None of your comparisons are apt because desktops are not smartphones.
An android phone is just as portable and has all of the same features as an Apple phone. The only day to day difference is having access to the apple ecosystem.
It’s nothing but a minor inconvenience to switch between android and iOS. The same can’t be said for any of your other comparisons.
> It’s nothing but a minor inconvenience to switch between android and iOS.
Switching includes spending hundreds of dollars plus hours to setup and figure things out plus several days of frustrating adjustments.
You might call that a "minor inconvenience". It certainly is more minor than my examples above. But that absolutely is enough to separate the two app markets.
Virtually nobody will switch systems for an app.
"Android has 71% market share in the EU, as of February 2019 - compared to iOS's 21%."
I think it's worth pointing out that Spotify is a Swedish company, where iOS has a 58% market share, according to the site you linked. It could be that Spotify's main markets are ones where iOS has a more significant share.
"In theory, if the 30% cut was too high, developers wouldn't want to develop on the iOS platform"
The problem is not just that Apple is taking a 30% cut; it's that it's also running a competing service. Spotify are arguing that Apple are unfairly using their supposed dominance in one market (phones) to achieve dominance in another market (streaming music).
They're complaint has been made to the EU. Besides, they are a global company in many markets. Spotify are not "the little guys" they are claiming to be.
Part of the point Apple is trying to make is that the AppStore helped Spotify grow their business and prove the business model. Spotify really took of when they started the beta of the iOS App. In Sweden, and then rolling out to the countries in EU, where iPhones (at least at the time) had a dominant market share.
I still find it true that a lot of the early iOS users still have their premium subscription. And I wouldn't be surprised if iOS is dominant in the premium users of Spotify today.
I found the response by Apple good and I think they've helped Spotify grow a lot. Suing Apple feels a bit like they are shooting themselves in the foot.
Well no, Apple's even admit that Spotify didn't get their subscriptions through them:
"only a tiny fraction of their subscriptions fall under Apple’s revenue-sharing model"
That means that only a fraction of iOS user bought Spotify subscription through App Store. It doesn’t mean that many iOS users are not paid subscribers.
Market share argument:
Android has 71% market share in the EU, as of February 2019 - compared to iOS's 21%. [1]
Ease of customer switching argument:
If Apple pressed too much in a way that harmed consumers, there are many other cheaper alternative Android phones vs. iOS to which they can easily port their number over (say what you want about ISPs and Telecoms, I find this to be pretty easy in the US - unless you signed an unreasonably stifling contract. Admittedly I'm unsure how difficult this would be in most of the EU.)
Supply-Side Price elasticity argument:
In theory, if the 30% cut was too high, developers wouldn't want to develop on the iOS platform, and would instead focus resources on developing on Android; the specific cut would be at an equilibrium point that enough developers would find profitable, and would still provide choice in the app marketplace for customers.
[1] http://gs.statcounter.com/os-market-share/mobile/europe