Google's (GOOG) Mobile OS Dominance May be Ending Soon (AAPL) (NOK)
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Very few would question Samsung's dominance of the smartphone market. It's Galaxy S III and Note 2 have been hot sellers, each shipping tens of millions of units. It's enough to make an Apple (Nasdaq: AAPL) shareholder blush a little.
One of the biggest beneficiaries of all that hardware has been Google (Nasdaq: GOOG). Samsung has largely used Google's Android operating system in its mobile offerings, giving the Mountain View, CA-based search giant access to millions of users and new data.
However, all that might change in 2013. Reports out Monday have Samsung planning to launch smartphones using its Linux-based Tizen operating system. Tizen is formed from the abandonment of Nokia's (NYSE: NOK) MeeGo, with Samsung and Intel (Nasdaq: INTC) working on further development of the operating system.
News today actually comes following reports last week that a group of former Nokia engineers are girding to release an new MeeGo-based operating system called Salifish. The company doing the releasing is named Jolla.
But, Jolla doesn't have the same scale as Samsung. Given Samsung's scale, Tizen may be a more formidable competitor to Android. Along with smartphones, Tizen might be modified in a way to allow it to run on tablets, smart televisions, and possibly appliances in the near future.
It's not clear whether or not Tizen will make it to the States in 2013; current expectations have Samsung inking a deal with Japan's NTT Docomo and "other" vendors.
Investors in Google must have expected that devices makers would experiment with other operating systems/their own product. Now might be as good a time as any to evaluate positions and see how Google dominance of the smartphone operating system might hit its balance sheet in the coming years.
Google stock is indicated lower Monday morning.
One of the biggest beneficiaries of all that hardware has been Google (Nasdaq: GOOG). Samsung has largely used Google's Android operating system in its mobile offerings, giving the Mountain View, CA-based search giant access to millions of users and new data.
However, all that might change in 2013. Reports out Monday have Samsung planning to launch smartphones using its Linux-based Tizen operating system. Tizen is formed from the abandonment of Nokia's (NYSE: NOK) MeeGo, with Samsung and Intel (Nasdaq: INTC) working on further development of the operating system.
News today actually comes following reports last week that a group of former Nokia engineers are girding to release an new MeeGo-based operating system called Salifish. The company doing the releasing is named Jolla.
But, Jolla doesn't have the same scale as Samsung. Given Samsung's scale, Tizen may be a more formidable competitor to Android. Along with smartphones, Tizen might be modified in a way to allow it to run on tablets, smart televisions, and possibly appliances in the near future.
It's not clear whether or not Tizen will make it to the States in 2013; current expectations have Samsung inking a deal with Japan's NTT Docomo and "other" vendors.
Investors in Google must have expected that devices makers would experiment with other operating systems/their own product. Now might be as good a time as any to evaluate positions and see how Google dominance of the smartphone operating system might hit its balance sheet in the coming years.
Google stock is indicated lower Monday morning.
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