Samsung and
Google in theory at least should be best friends.
Samsung is
the dominant seller of android phones, they're putting Google's operating
system in the hands of hundreds of millions and Google is giving Samsung the
tools to make them.
But i'm not
even exaggerating when i say this. These two companies despise each other.
You might
have noticed if you've ever tried to buy a Samsung phone that this company has
tried to remove every trace of it actually being run on Google software.
They've
used a different design direction, different color palettes and more
importantly different apps.
They want
you to use Samsung's calendar, Samsung's internet browser, Samsung's notes all
instead of Google's alternatives. Plus in areas where Samsung just can't compete
with Google, they've partnered up with Microsoft.
Instead of
pushing Google Docs they push Microsoft word, instead of backing your photos up
to Google drive they use the much less popular Microsoft Onedrive and actually
just recently with the Note 20 series of phones they've doubled down on this
partnership.
Samsung
went out of their way to show how their phones would work great with Microsoft
Xcloud game streaming service which is a massive blow to Google considering
that they are also working on their own game streaming platform named Stadia.
I could go
on about instances of this all day
Google
developed Android TV, Samsung went we're good! we're going to make our own
Smart TV OS.
Google
introduced Daydream VR, Samsung focused on their own Gear VR
Probably
the biggest blow was when Google unveiled their new operating system for Smartwatches
and Samsung even used it for a bit only then to announce that they were
creating their own OS and that they were going to make all future watches based
on that.
So you get
the idea, Samsung is doing everything in their power to distance themselves as
much as possible from Google and honestly it's heartbreaking.
If these
two companies put their heads together they would be unstoppable
I genuinely
think that Samsung makes the best phone Hardware out there!
There's
very little that rivals the feel and the look of their latest Note 20 ultra
But Google
makes the best Android Software!
Their Pixel
4a is a perfect example of this. A phone with pretty crummy hardware all things
considered but it's still an amazing phone just thanks to its intelligence.
Put Google
software on Samsung hardware and you've got a potent Iphone rival!!
So why the
beef? Why is there no love lost between these two companies?
Well i
would argue it's because with Tech, Hardware is getting good.
Generally speaking
in 2020, you can buy a good smartphone and it'll probably last you four years.
Buy a good
computer it could last you eight!
Pretty much
all signs point towards the majority of future profits being from software and
services as opposed to just selling the hardware itself because for a lot of
people the hardware they already have is good enough.
Now this is
a problem for Samsung, because they've always really been a hardware company they
make great screens and beautiful, designs but to really ensure future profits Samsung
wants to be Your health tracker
Your
payment provider
Your hub
for services
So Google who
more or less wants the same thing is actually Samsung's biggest and closest competitor.
If you're
wondering why Samsung is so keen on partnering up with Microsoft
It's
because both of those companies have the same objective, to beat Google!
Microsoft
has famously fought Google on the windows front, Trying to push its own Microsoft
Edge browser over chrome and Bing as the default search engine instead of Google
search plus the whole Microsoft office versus Google's office suite of apps.
And Samsung
has fought this battle on the smartphone front so both companies are actually
quite aligned in terms of objectives and they don't really get in the way of
each other.
Samsung
wants the smartphone and the wearables market
Microsoft
wants the computer and the gaming market
Did you
notice how while Apple said no to having Microsoft's Xcloud gaming platform on
the apple app store, Samsung said come on over, you can host Xcloud on our Galaxy
app store. No problem! and actually let's go further and make it so that Samsung
users get exclusive Xcloud features.
When Google
and Apple said no to Fortnite on their app stores because Fortnite were trying
to use an unapproved payment mechanism, Samsung had no problem at all, keeping Fortnite
on their app store because as far as they were concerned, this was a free advantage
they could have over Google Android
And it's
been very clear for a long time that this is what Samsung has wanted
Right from
the off, Samsung would plaster their phones in a software skin called Touchwiz
and people at the time would often ask why Samsung bothered with such a heavy
skin that pretty much left Android unrecognizable.
Well it was
actually quite deliberate, Samsung didn't want people to think i'm buying a Google
phone.
They wanted
people to think i'm buying a Samsung phone.
They pretty
much wanted to completely dissociate Google's role in their products.
They then
started one by one adding in Samsung replacement apps for just about every main
Google app out there
They even
licensed here maps as their Google maps competitor
It was
pretty clear at this stage that Samsung could have they would have ditched
android itself and they tried alongside the first Android-powered Galaxy S
phone they also released a phone called the Samsung Wave and this was the phone
they actually wanted to take off
It was made
to look just like their Android phones it even ran on Touchwiz but it wasn't
actually Android it runs on their own in-house Bada OS
Because if
you own the OS, you've got full control you can almost force feed people your
services They tried again in 2015 with a smartphone running on Samsung's own
Tizen OS the Z1, again it flopped but i think at this stage Google was genuinely
starting to worry about the future of Android
Because
really if any company had the power to disrupt it, it wasn't Apple as much
The biggest
threat was Samsung! If Samsung did come out with a successful OS of their own then
in one fell swoop they wouldn't just be gaining hundreds of millions of users but
they'd be actively stealing them from Google
Samsung was
so powerful at this stage that Android could have lost 60% of its user base
which overnight would make Android a side piece to Samsung OS.
So Google
had to put a stop to it and the way they did this was through the purchase of Motorola
mobility for 12.5 billion dollars.
Now on the
face of it, this seems kind of unrelated, almost senseless
We're
talking 2011 here which was a real low point for Motorola.
They were
basically head in the sand debt, Google said that their reasoning was to
acquire Motorola's patents to which a lot of people thought, okay fair enough, that
sounds cool
But really?
12.5 billion for Motorola's patents??
I don't
think so, I think there was a different motive.
That Google's
acquisition of Motorola was at least in part a threat.
There was Google
saying to Samsung, look if you don't stop messing around with our Android, if
you don't stop trying to basically create your own version of it then we're
gonna have to step in.
Thanks to
this Motorola acquisition we now have the capacity to build our own Android
phones
Android
phones that run pure Google, Android phones that we can subsidize because we
don't even need to make a profit on them.
When Samsung
didn't respond, Google carried through with this and went on to drop the pretty
well received Moto X and Moto G phones.
The plan
worked! within a few short years, Samsung came back to Google with an agreement
that said “okay we're gonna tone down Touchwiz”, “okay we're gonna give people Google
alternatives to Samsung apps” and “okay we're gonna keep the general look and
feel of Google stock Android”
And if it
wasn't clear that this was Google's plan all along, then literally two days
after this agreement was signed, Google sold Motorola mobility!
They sold
it for a huge loss 2.91 billion versus the 12.5 they paid for it
But they
didn't care, it served its purpose.
Okay i
would love to tell you that this is where the feud ended, This is where Samsung
and Google became friends and they lived happily ever after
But it didn't
change the fact that fundamentally both companies were still after the same
Software and Services market.
In fact the
battle got worse in 2016, Samsung had the biggest PR nightmare of their
lifetime with the exploding Galaxy Note 7’s
And shortly
after, Google announces the Pixel phones, Google made high-end Android Smartphones
and even though these were framed as targeting the Iphone making fun of their
camera bumps and their lack of headphone jacks
Google knew
full well that the pixel phones were actually far closer alternatives to Samsung's
flagships effectively kicking the company while they were down and i'm pretty
convinced that the Pixel phones were less about trying to make money off
selling hardware and more about just guiding the Android market.
Because
let's be real the actual money Google makes or selling Pixel phones themselves is
nothing. It's pennies versus their monstrous Ad revenue.
Google doesn't
care about hardware as long as people are using their services
But because
Samsung is trying to steer people away from Google services that's why Google
had to intervene.
The Pixel
phones were Google's way of showing the world how good Google services were and
how good Android could be if other companies actually use them properly.
To
basically make Samsung look bad for preloading 50 applications onto every phone
and to pressure them to stop.
This is why
Google made the pixels as clean and Bloatware free as possible to highlight how
much Bloatware Samsung put on their phones
It's why they
gave Pixel users an unlimited amount of high quality storage through Google
photos
It's the
reason why Google gave the Pixels access to exclusive Android features before
anyone else got them
They
weren't trying to make the best highest end Android flagship in the world
They
weren't trying to overtake something in sales they were just trying to make a
poster boy for Google services.
Samsung
fought back in April of next year, they dropped the Galaxy s8 their flashiest
ever piece of hardware but more importantly a phone that was just one big screw
you to Google
Samsung
pushed its own Bixby virtual assistant hard even going as far as to add a dedicated
button for it on their phones which at launch you couldn't even change
And at the
same event they announced Samsung connect home which is basically their version
of Google home
The subtext
of this event, the message Samsung was trying to get across was not
particularly buy a Galaxy S8, it was just by Samsung, buy into our entire
ecosystem
It wasn't
enough and it probably never will be enough
I would
argue that Google has already won this battle
Google's
master stroke the thing which i'm assuming they've planned is that they've been
working with Android developers to make sure that Android apps rely on Google's
core services to work
For example
Uber, which actually uses map data from Google maps and that's the reason why
on a Huawei phone, where there's no Google maps, Uber doesn't work
And by a
similar logic if in 2020 Samsung decides to try and license its own map service
and distance itself from Google services, Uber would need to be completely reworked
to work on a Samsung phone
it's the
same for Netflix, it's the same for banking apps, it's the same for even Whatsapp
The main
way to back up your Whatsapp chats is via Google drive
So if you
don't have Google core services you can't do that, so what it looks like Google
has done is subtly woven themselves into the fabric of even third-party apps
such that if you don't have Google services they won't work properly.
So either Samsung
starts an entirely new operating system from scratch which is almost impossible
at this stage or they stick to Android in which case they're inevitably tied to
Google
Now all of
this is a massive shame and it's very possible that Google's power is going to
rise further and that Samsung's ties with Microsoft are only about to
accelerate but there is a silver lining
So
apparently there are some reports that Samsung is actually talking to Google about
potentially phasing out some Samsung services like Bixby and swapping them for Google
services in exchange for a revenue share, some sort of percentage cut of
whatever Google makes from them and i won't lie to you i would love for this to
happen
Samsung
phones will be better because of it, they'll happily endorse Google services
which in some cases like assistants are just better Google software
Business
will grow hugely and Samsung will actually want it to because the more Google
earns from their software, the better Samsung does thanks to their revenue
share
This is
only a possibility, we don't actually know if it's going to happen but as far
as i can see it's about as good a conclusion as you can come to anyway
Let me know
if you're team Samsung or team Google in this battle and do follow us on Social
media
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