With most acquisitions , there are winners and losers . Google ’s bargain of Motorola is no different , but in this case , neither of those company arrive out a winner , psychoanalyst say . “
Instead , some believe that Microsoft may get the biggest boost from the deal .
The $ 12.5 billion acquisition , which Google announced Monday , has left some analysts scratching their head . While Google maintains that Motorola will guide as an main company , Google is now in the situation of essentially competing with its own customers . That new reality could drive French telephone makers like Samsung and HTC to consider other operating system , namely Microsoft ’s Windows Phone .
“ vie with licensees is always the best manner to increase an ecosystem , and the sarcasm there is entirely imply , ” pronounce Avi Greengart , an psychoanalyst with Current Analysis . “ It ’s unbelievably unmanageable and few have done it successfully . ”
Samsung and HTC , two of the largest Android users , are unlikely to be pleased by the news program of the skill . “ We expect that this acquisition is not being meet with much pleasure in Korea or Taiwan . If Android is going to continue its growth as an oculus sinister then the continued heavy stress by HTC and Samsung appear to us as a necessity . We look that focus is now at some risk , ” Jamie Townsend , an analyst with Town Hall Investment Research , wrote in a report Monday .
With each raw release of Android , Google has favor one vendor that suffer the dismissal before the others in central for using all of Google ’s services on the twist . HTC , Motorola and Samsung have all been favored mate at different points . But go forward , it ’s unlikely that Google will provide the first release to any vendor but Motorola , said Chris Hazelton , an analyst with The 451 Group .
“ I find it heavy to think that Google will say , ‘ hunky-dory [ Motorola ] colleagues , you ’re on the terrace . This round is going to go to Samsung or HTC , ’ ” Hazelton say .
WhileGoogle post a World Wide Web page with quote of financial backing from Samsung , HTC , Sony Ericsson and LG , those ship’s company could n’t have fall out in foeman to the deal , Greengart said .
“ The cause why you do n’t see anybody objecting to this — they’re all tender qualified support — is because they do n’t have any pick . Not in the curt term . You ’re not going to whap Android when your quaternary - quarter earnings are all going to be Android - base , ” say Greengart .
Handset God Almighty expend around a year developing unexampled speech sound and so in the short term , not much will change in terms of their Android phone releases , Hazelton said . But handset maker are for certain today take a look at phone that are in the pipeline . “ People are probably lead back to the drawing control board saying , hey , will we launch this Android gadget , ” he aver .
Hazelton called this acquisition a defining moment in Android ’s history that will lead to a slowing in its increment rate .
If they decide to shift some of their focus away from Android , phone makers are probable to take another look at Microsoft ’s Windows Phone . “ Forrester can get a line Steve Ballmer and company pitching the Asian players on how Microsoft is the only computer hardware agnostic player left and that HTC , Samsung , and LG should increase their support for Windows Mobile as tribute against Google favoring its own hardware sport , ” John McCarthy , a Forrester analyst , wrote in a web log mail about the skill .
“ I do expect to see Samsung take another hard look at the split between Android and Windows Phones and start up put some more accent on the Windows side , ” Greengart said . “ In some ways the fully grown winner is Microsoft . ”
The acquisition could also have repercussions in the tablet market , since many of the handset makers also get tablets . Samsung and LG , for instance , could agitate toward Windows 8 when it becomes available instead of using Android on tab , Hazelton said .
While the acquisition could give a cost increase to Windows Phone , it also set Microsoft in a unique position in the roving market . Now , all of the major roving - phone operating system developer are vertically integrate except for Windows Phone . Apple , Research In Motion , Hewlett - Packard and now Google farm both the ironware and software for phones . “ Windows Phone is the only one left , ” Hazelton say .
It‘s notable that the quote Google posted from French telephone makers all praise Google for its loyalty to support Android . Google was for sure motivated by Motorola ’s wide patent portfolio . Android is being attacked on many front as companies such as Oracle , Apple and Microsoft filing cabinet patent - infringement lawsuits against French telephone maker and Google . Motorola ’s patent can avail Google represent against these sound manoeuvre .
“ The patent battles between Apple and Android could turn into a cold warfare , with both side pile up significant IPR [ noetic attribute rights ] , which they clearly intend to use as weapons rather than for constructive initiation , ” Caroline Gabriel , an analyst with Rethink Research , wrote in a study on Monday .
Last calendar month investorCarl Icahn met with Motorola to propose that the company calculate for path to monetise its large patent of invention portfolio , since the value of mobile patent of invention has grown with the many effectual battles . At the time , it was hard to conceive of how Motorola might better monetize its patent of invention . It could potentially have sold the patents but retained rights to use them , but structure such a deal might have been difficult . Instead , selling the entire company appear to be the fashion Motorola decided it could advantageously monetize those patent .
