Distilling market noise into market sense

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The trillion dollar choice for car makers: control or cooperate?

_The-trillion-dollar-choice-for-car-makers[Will the car become little more than a smartphone accessory on wheels? This question is highly relevant after the recent CarPlay and Android Auto announcements. Car makers face a choice that could well determine their success for many years to come: keep tight control over the in-car experience, or cooperate with Apple and Google and benefit from the immense value that they have created. But do car makers have a choice at all?]

Who will be the iOS and Android of IoT?

IoT-Developers_FINALPut together, the announcements at Google I/O and from Apple, Samsung, Nest, Quirky and others in the past weeks paint a crystal clear picture of where the future of the Internet of Things is heading. Our latest report on the topic gives you the right tools to separate winners from losers in the IoT race. In this post, we line up the candidates in smart homes, smart cars and health.

From 4 to 4000 apps: disruption deja-vu in the car industry?

Automotive-report_illustration_webWhat if cars were like mobile phones? There are some eerie similarities between the approaches of car makers in 2014, and operators and handset makers in 2008. Will car makers be disrupted in the same way that the mobile industry was? Senior analyst Stijn Schuermans shares his feeling of deja-vu.

No, Google is not going ‘horizontal’ by selling Motorola

Another excellent move by Google: Offload Motorola Mobile Devices to Lenovo, while keeping the patents to themselves.

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Skimming through the news this morning, I found there is apparently a lot of confusion about the planned sale of Motorola by Google. From decrying a huge loss by Google by such infotainment sites like Wired and Slate, to seeing Google giving up on copying vertical integration of Apple (hardware + software + services), like Stratechery by Ben Thomson.

Let’s look at things from a broader perspective. The acquisition of Motorola was necessary to protect Android, after Apple, Microsoft and BlackBerry outbid Google for Nortel patents. The Apple-Microsoft-BlackBerry trio made it very clear that they intend to put a drag on then-fledging Android ecosystem and extort royalties from Android OEMs. The cost of doing nothing was huge for Google – just think how much more nasty the patent wars may have turned out for Android if the acquisition hadn’t taken place. Any “profit and loss” analysis of the Motorola deal must account for the opportunity cost associated with Motorola patents. Android is, was and will be critically important for Google’s core online ad business, as I will explain in a bit.

The Naked Android

It had become painfully clear to Android’s executives: they had officially lost control. Something had to be done. There was only one option: to strip Android naked. Senior Analyst Stijn Schuermans explains how Google made it tough for ambitious rascals to fork Android and dump Google.

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It had become painfully clear to Android’s executives: they had officially lost control. The operating system had been forked by Amazon and too many Asian handset makers. Worse, it had become too easy to replace Google Play with a proprietary app store yet leverage existing Android apps; too easy to replace Google’s services (Maps) with 3rd party alternatives (Nokia’s HERE). Even the Android brand wasn’t the king of the hill anymore, being eclipsed by Samsung’s Galaxy.

Something had to be done. There was only one option: to strip Android naked.

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