From Harvard Business Review, James Allworth asks, Did Google Arm Its Own Enemies With Android?
Without having to build a single phone (though Google did try, unsuccessfully), Android took volume leadership in the smartphone space. And Google gets to sit back and watch, hands clean, while its search traffic explodes.
Then, the new trend:
Microsoft recently negotiated with Verizon that some of the Android phones that ship to Verizon customers will have Microsoft’s Bing, not Google, as the default search engine. And the manufacturers are getting in on the act too: Motorola recently released a new phone, the Citrus, based on Android, but shipping with Bing.
Google counts those sales as Android sales but receives no revenue. This does not a good trend make.