The Battle for Mobile Supremacy: Can Samsung Dethrone Google?

April 22, 2023 Appnado No Comments

Google is uncomfortable. The evolution of AI, or LML Chatbots, has the perennial dominate tech company on its heels. And with news that Samsung could replace Google search with Bing search, Google is wobbling around the ring like a punch drunk fighter.

Maybe that’s overdramatic, but it is safe to say that these aren’t the best of times for Google. At least from a business development perspective.

Last week, Alphabet, Google’s parent company, saw its stock dump 3.5%. There’s been some recovery as the drama between Samsung and Google simmers, but it remains a precarious position for Google. Google spends in the billions of dollars to solidify its spot in mobile search. You might not consider this, but the fact that most every device comes preloaded with Google as the default is a massive reason the company’s search engine dominates.

With Samsung considering bucking the trend, not only could such a manuever serve as a large revenue loss on its own, but it could inspired other mobile device makers to explore options. This is how the deck of cards collapses – the EXACT FORMULA.

Google pays Apple $20 billion alone to maintain their default search status in iOS.

But the situation gets worse (I’ll say that a few times in this article). Samsung makes Google phones. Samsung contributes 51% of the parts to the popular Google Pixel. One part, the 6.7′ LTPO AMOLED, accounts for 20% of the device.

Largely due to mobile defaults, Google accounts for over 90% of the search market. Bing has always offered itself as the red headed step child status, until now. Until, AI, an area whereas Google haphazardly slipped behind while Microsoft evolved. Bing launched it’s AI capacity to resounding praise, while Google belatedly launched Bard to heavy criticism.

A former Googler accuses Google Bard of hijacking ChatGPT. If true, this means the world’s most premier technology company skims from a semi-start up innovator.

In fairness, Bard is reaping praise for its new ability to solve or generate code.

So now, here we are, in a world where ChatGPT and Bing driving artificial intelligence influence. And Google is scrambling to find solutions. And now, Samsung may dump them, for all intents and purposes, which could begin an avalanche of disastrous events for Google.

This is because the search landscape is changing rapidly before our eyes. If there’s ever been a time to slay the giant, we’re here. And the giant is shaking in its proverbial boots.

But, there’s more. Google doesn’t have a lot of friends, at least, in high places.

The Federal government has long had it’s eye on Google’s pay to play strategy that maintains its default search status among all the big box mobile device makers. So it’s not as if they’ll inspire political sympathies.

But the worsening scenario playing out is Google’s seemingly inept entry into the new, evolving landscape of artificial intelligence. The Samsung move could be the pebble that begins the avalanche if Google doesn’t get their AI act together. Although we don’t know exactly what search will look or behave like in 5 years, we have a reasonable idea that AI will play a critical role. And that’s exactly the capacity Google seems to be mucking up right now.

But its important to remember that Google has all the dollar bills. If Samsung were to switch to Bing, Bing would likely be on the hook for billions in pay to play cash. There’s no word on whether or not the company would consider this in their budget. But given its worked out so well for Google, it is difficult to imagine they wouldn’t make a concerted effort at paying such a marketing tab.

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