Apple and Google's newfound rivalry in the mobile advertising space was already pretty interesting to watch as it stood, and it looks like things just got more interesting still. As expected following Steve Jobs' comments at D8 last week, Apple has now revised its rules on advertising in iOS to allow outside advertisers to collect stats for ads, but the company has included some language in the new rules that seems to effectively cut out Google's AdMob. While it obviously doesn't mention Google by name, only "independent" advertising providers can collect tracking stats, and Apple says that any "advertising service provider owned by or affiliated with a developer or distributor of mobile devices, mobile operating systems or development environments other than Apple would not qualify as independent." That would seem to not only affect AdMob, but Adobe and Greystripe's just-announced effort as well, considering it specifically mentions companies affiliated with "development environments other than Apple." We told you things would get interesting. Head on past the break for the complete relevant section.
3.3.9 You and Your Applications may not collect, use, or disclose to any third party, user or device data without prior user consent, and then only under the following conditions:

- The collection, use or disclosure is necessary in order to provide a service or function that is directly relevant to the use of the Application. For example, without Apple's prior written consent, You may not use third party analytics software in Your Application to collect and send device data to a third party for aggregation, processing, or analysis.

- The collection, use or disclosure is for the purpose of serving advertising to Your Application; is provided to an independent advertising service provider whose primary business is serving mobile ads (for example, an advertising service provider owned by or affiliated with a developer or distributor of mobile devices, mobile operating systems or development environments other than Apple would not qualify as independent); and the disclosure is limited to UDID, user location data, and other data specifically designated by Apple as available for advertising purposes.

Engadget HD Podcast 197 - 06.8.2010