Google's Samsung Problem

Google’s intent with Android was always to provide a free platform to manufacturers to build hardware on. Google would benefit because these hardware devices would use Google services. That sounds great in theory. But what happens if a majority of device manufacturers eliminate Google services completely? Benedict Evans explores this possibility in a very interesting blog post.

If Samsung were to decide to fork Andoid and remove Google services, Google would have a big problem.

Samsung Innovation

Innovation is hard. Just ask Samsung, who have rarely innovated anything. Apple has been beaten up lately in the press for not innovating anything new since the iPad three years ago. Samsung has been immune to critisism as they’ve become the market volume leader in smartphones. I’m not sure why people expected a bunch of innovation with the launch of the new Galaxy S4, but they did. Philip Elmer-Dewitt has the details at the Apple 2.0 blog.

Hilarity ensues.

Samsung Learns From Apple

James Allworth has written a very interesting post at Asymco about Apple's choice to use Samsung so extensively as a supplier. He makes an argument that Samsung's emergence as the only profitable Android handset manufacturer may most closely be linked to their relationship with Apple. It's an interesting thought experiment at the very least.

While there’s no doubt that Google has played a key role in Samsung’s success by handing out a free mobile operating system to pretty much anyone who wants to build one — it is actually Apple, more than any other company, that is responsible for Samsung’s present success.

How? By outsourcing as much work to Samsung as they have. And it’s impossible not to wonder whether Tim Cook’s announcement yesterday on bringing back Apple’s manufacturing to the USA is the beginnings of an attempt to rectify the problem.