Google Nexus S is real, gets leaked by Best Buy [U] | Electronista.
Can you imagine Microsoft launching a Microsoft branded phone to compete with its Windows Phone licensees? When Microsoft launched the Zune, their licensing model (PlaysForSure) was quietly folded up.
A Google phone makes little sense, but then again Google does not seem to care much about its ecosystem or relationships with Android device vendors. They even claim that they have no idea how many phones are being built using Android and, except for activations, have no way of measuring the number sold.
From their point of view, if Motorola feels it’s unfair to have to compete with a Google branded Samsung (or HTC) designed phone then too bad. There’s lots of white label vendors lined up to make these with or without anyone’s blessing.
In fact, the biggest opportunity for Android growth seems to be the large unlicensed (and illegal) grey market which seems to be rapidly expanding.
Gartner released sell-through data for the handset market. In the release appears an estimate of total Android 3Q Smartphone sales (20.5 million). Combining this with what some of the vendors have reported in terms of units sold, we can estimate the share of Android by vendors.
Note that this is a rough estimate. We don’t have data on Sony Ericsson’s smartphone units sold and we don’t know the mix of HTC’s Windows Mobile vs. Android. I’m also assuming LG as part of Others. The data from Gartner is claimed to be sell-through whereas vendors report sell-in so there is more roughness about each vendor.
Regardless of these potential sources of error, it’s a very safe bet that Samsung and HTC are the largest Android vendors by a fairly large margin.
It’s perhaps noteworthy that both are also committed Windows Phone vendors. According to pdadb.net here is the count of Windows Phone SKUs by vendor:
- HTC 12
- LG 5
- Samsung 2
- Dell 2
- Toshiba 1
Motorola is keeping its Windows Phone options open, leaving “Others” as the only likely exclusive Android vendors.
In an interview with PCMag, Rubin said,
“Look, the world doesn’t need another platform. Android is free and open; I think the only reason you create another platform is for political reasons. Why doesn’t the whole world run with [Android]? They don’t like the people who developed, or “not invented here [NIH]“
I note some irony
Of all the public statistics about platform share, Share of web use must be the most important measure for Google. The more browsing people do, the more searching they do and if Google search is most likely for a platform then the more income Google derives from that platform.
NetMarketshare.com has offered an insight into the split between Android and iOS as search platforms and it shows how iOS is still five times more likely to yield search revenue than Android. That multiple is likely to shrink as the gap narrows, but it still demonstrates the power of iOS to drive Google’s bottom line. It’s no wonder then why Google has renewed their default placement of Google search in mobile Safari (a guarantee they don’t seem to share with all Android licensees.)
But Android launched later than iPhone, so everyone should be asking how rapidly the share of
Google has created a partial list of phones that run Google services.
Google Phone Gallery.
I notice with interest that it’s called a Google Phone Gallery not an Android Phone Gallery.
What’s more, there is a distinction of All Phones and Phones “with Google”. Of course that implies that we can get a list of Google Phones “without Google” (or maybe more accurately, “with partial Google”).
To clarify, according to Google there are three categories of Android Phones: