Two industry giants compared to a government as a platform of the Commonwealth, the war within three kingdoms who can win?
On August 30, the South Korean government has urged Samsung and LG to abandon Google Android and instead work with other South Korean companies to develop their own mobile operating system.
Prior to that, Google's $ 12.5 billion acquisition of Motorola Mobility Inc., the mobile empire was taking shape and leaving Android in the lurch. On August 25, the only company that could compete with Google was Apple, which has been plagued by job resignations.
The South Korean government is trying to“turn the tide” on a corporate crisis that has escalated into a government“bailout.”Samsung, LG, has been at the forefront of the global smartphone market share, such a large change has far-reaching implications for the industry.
"The Savior.”
If the path of enterprise counterattack is to change the whole industry pattern with the behavior of acquisition and expansion in order to get development opportunity, then.The intervention of government forces will make this opportunity even faster and more stable.
In response to the decision, South Korea's vice minister of Commerce said,” in the long run, we cannot rely on Google as much as we do now."
Like other Android terminal manufacturers, the South Korean government worried that once Google involved in the production, Motorola mobile phone production must get special treatment, then the other Android manufacturers will be extremely disadvantaged.
In the interest of the South Korean government, Samsung and LG are both Big South Korean businesses, solving the problem of employment and increasing social taxes for most South Koreans.If there is a mistake, it will directly bring danger to the economic and social stability of South Korea.
"The possibility of LG and Samsung jointly launch an operating system is not without, but it is too early to talk about it.LG Electronics Greater China Chief Executive Officer Li Changhe told the "China Daily" reporter.
Currently, the use of Android mobile terminal manufacturers market share of more than 40%. Among them, Motorola, Samsung, LG, the largest proportion. It is expected that Samsung will join forces with LG jointly launched an offensive to Motorola, the other small manufacturers in the Android camp into their own operating system and establish an ecosystem. As a result, the formation of the two new camps confrontation situation.
From the Android market share, its advantages are quite obvious. After all, the weak small terminal manufacturers itself has been dependent on the strong brand and user group Android survival. But there are insiders analysis, small manufacturers in the Android camp and no right to speak, the market behavior is completely passive, if you can show good to the new operating system, not only to find opportunities for re-development but also effectively reduce the risk.
The South Korean government is also worried about the South Korean companies to pay out billions of dollars in patent fees each year. It is understood that Samsung and LG each phone to the relevant patent manufacturers to pay about a dozen dollars in patent fees, the cost is quite heavy for enterprises.
"If the establishment of a new operating system Alliance, the South Korean government is likely to give Samsung and LG some subsidies, in order to reduce the other terminal manufacturers to enter the Korean system operating system threshold."Yi Guan analyst Han said.
But on the other hand, Android's share of the global smartphone market is more than 53%, and Samsung and LG will lose out if they give up as a whole. South Korea is just that, South Korea's mobile phone will gradually use their own operating system, and, in the face of such a changeable market, the choice of the operating system will be distributed processing.
Once Upon a time, Samsung and Motorola were the first to join the Android alliance. Now Motorola join Google, Samsung's embarrassing situation is self-evident, and more than 30% of the LG terminal products are using Android, now the South Korean government to rescue,” Korean " rise again perhaps only a matter of time.
"Han Pai" terminal layout
Now it seems that the future competitive landscape of mobile terminals has become increasingly clear. Google, Apple, Microsoft-Nokia is the undisputed three hegemony, and the Korean manufacturers are trying to become the fourth force, in addition, the” Korean " Representatives, Samsung and LG are currently ranked second and third in the global mobile phone market.
Sources say Samsung is considering taking over HP'S PC and WebOS business. To expand the global PC and mobile services.
The” Korean " another giant LG also layout hardware industry chain strategy. In this strategy, the first is the launch of the world's first naked-eye 3D smartphone LG Optimus 3D (LG P920), before Qiyi has launched the naked eye 3D mobile video client, and built into the phone.
According to Li Changhe introduction, the naked eye 3D mobile phone has entered the paving stage, in the country will choose China Unicom (Weibo) as the starting operator. And still, use Android.
Coincidentally, in addition to the LG 3D phone, Apple's iPhone5, Nokia N9 will also be listed in the same period,” revision " after the first terminal war is coming.
And foreign terminal manufacturers "across the field of hardware and software" is different, "Korean" is good at playing hardware card.
In fact, the strength of Korean phones is its hardware foundation. Apple's most enviable mobile phone display screen provided by LG, Samsung's Super AMOLED Plus screen in the world has been the leader, and the introduction of the LG 3D mobile phone will also achieve the only dual-core, dual-channel, dual-storage“three pairs” configuration of the current smartphone.
Hardware terminal profit margin decreased year by year will be the "Han faction" had to face the problem. This is the main reason for most hardware vendors to software investment.
In fact, Samsung has previously developed an operating system Bada, go soft and hard combined route is sooner or later."Samsung's volume will be more and more big, the future will be the main force of the Korean mobile phone outside."Han said.
LG said it will be faithful to the development and production of hardware terminals, emphasizing that it must first launch the latest and best end products from its competitors.