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Bad(a)

http://www.electronista.com/articles/09/11/09/samsung.may.deal.microsoft.severe.blow

This prediction says that WinMo and Symbian are out at Samsung. Not a big surprise there.

The real news is some new “proprietary” OS is to take a majority share of the portfolio moving Android out of the picture gradually after 2011.

You will infer from my previous comments that the reason any deep pocketed vendor would shun Android is the same as why they would shun WinMo: no “control” over the whole product and hence no differentiation vis-a-vis an integrated competitor.

The Android devotees would then have to depend on their platform reaching critical mass without Nokia, Samsung, Apple, Palm and RIM, all of which will be shipping integrated products. LG got bought off by Microsoft and they will wallow in the mire.

Where does that leave Android? Moto and SE? They barely make up 10% of all devices and negligible smartphone share today and both are borderline going concerns.

That just leaves HTC, which shipped 80% of all WinMo. My bet is that they will ship 80% of Android, but that still tops them out at 10% share WW.

Looking at the platform game top-down and bottom-up you get the same story.