Thursday, November 15, 2012

Google vs. Samsung

Google vs. Samsung:

Horace Dediu on Samsung’s booming profits:




All this plus an overall growth in volumes from 64 million to
over 100 million per quarter has meant that the company is raking
in enormous profits. Not only did it overtake Nokia, the market
share leader for 14 years, but is making more profits than Nokia
ever did.



So much profit in fact that it has overtaken Google’s decisively.



The reason I point this out is that Samsung’s success is dependent
on having ridden on the back of Android. Samsung’s ascent can be
precisely timed to their adoption of Android.




So Google is deep in the hole on Android but Samsung is making billions off it. Where does this wind up?





DIGITAL JUICE

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