Earlier quoted context omitted.
The biggest threat to Google in my opinion would be the possibility that Huawei and China could try to "steal" Android from them. Imagine in 2021 the Chinese government mandates that every Chinese smartphone manufacturer needs to switch to ChAndroid for all of their product lines, with a single unified app store, whether they sell the phones inside or outside of China. Well, fully half of the top smartphone companies…
This is already the case, economically. Android is open source, these vendors are free to fork and do whatever. The lion's haul for Google is not 'app store sales' in China , it's search . Android is not about App Store, that's just a marginal thing - it's about owning and controlling search everywhere. It's a means to extend their primary product. Samsung can make it's own app store tomorrow, but they're not going t…
What do you mean, tomorrow? Go to http://samsungapps.com/ and start to sell all your apps on Samsung Galaxy Store!