Google supposedly built the “OPEN” Android ecosystem to counter iOS’ rise and now they’ve given rise to a monster that threatens to bite the hand that is feeding it. Do i feel sorry for Google? Hell, No.
Androiders are also the ones that are constantly yelling that the patent system is broken because Apple is allowed to patent everything under the sun. Really now – then why is it that Samsung was the number two patent filer in the world in 2011 while Apple ranked thirty-ninth? Isn’t Samsung trying to protect their ideas like Apple is? Of course they are and that’s why I call the core die-hard Android fans the Tea Partiers of the tech industry. Facts just don’t seem to matter. It’s really all about senseless anger and wacky arguments: The louder, the better!
Also noteworthy is that almost all the value from the Android ecosystem is concentrated in Samsung. I did not include Google in this analysis since its mobile is so small as to be not visible in its accounting. A separate analysis of Android economics shows that Google’s benefit from the platform is modest. In contrast, Samsung, and Samsung alone, is benefitting greatly. It could even be said that today Samsung is the only Android profit engine.
Samsung has the most to lose when Google decides to ditch the modular approach. It is not a matter of if Google plans to do hardware, it is just a question of when. That is one thing that would keep me awake at night if i was Samsung’s CEO. Samsung’s biggest worry is Google itself.
Android fanboys will disagree with me but Google hasn’t shied away from making bold moves in the hardware space. Take Nexus 7 for example, It is basically sold at cost and it has essentially killed all the other Android tablets on the market.
Apple is clearly doomed because iPhone users will ‘Wake Up' and realize that they can't do business with an iPhone. They will line-up overnight to buy Blackberry 10 phones in the near future because they want to see how ‘being in business' really feels like.