Since Google’s acquisition of Motorola Mobility finally went ahead this week, I thought this might be a timely moment to share some data that a colleague sent me regarding Android shipments. It throws into sharp relief the way in which a combination of Samsung at the mid and top end, and Chinese manufacturers at the low end, have reduced Motorola, LG and even formerly mighty HTC to also-rans. Motorola’s market share has fallen from about 11% in the 1st quarter of 2011, to less than 6% in the same quarter this year. HTC is even worse. They were neck and neck with Samsung at the start of the period, selling 22.5% of all Android devices. Now they are only 8.9% of the market and falling fast. Samsung, on the other hand, now represent 41.7% of Android shipments. This looks like a dominant position, but it should be remembered that one or two failed launches could easily lead to a rapid decline. What they need to do, in my opinion, is push much harder to create a credible ecosystem th...
Thoughts on strategy in a Digital Economy