Radio Free Mobile deepens its flagship research product with the publication of: Samsung & Google – Gorilla War – An in depth analysis of the Google/Android ecosystem.

There is no money in Android. The value is in the ecosystems that sit on top of it. Samsung has mistakenly assumed that it can maintain its 18% handset margins by focusing on hardware. Consequently, it has been willing to cede complete control of the ecosystem to Google. This has ensured that Google will grow nicely driven by mobile advertising revenues while Samsung experiences declining earnings. RFM believes that holdings in Google should be increased, financed by holdings in Samsung.

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