1 24 (Reuters), since the launch of the Android operating system in 2007 Since Google’s Android development strategy has been very clear: free for programmers to use, click on through consumers to create online advertising revenue. However, this strategy has difficulty being in an accident.

Chinese Internet giants Amazon and Baidu are being developed around Android product, this apparent neglect Gmail, Google Maps and YouTube, Google traditional revenue source software and Google’s online App Store. Nowadays is rapidly seize market share Apple iPad Tablet PC on the Amazon Kindle Fiire not install the Google software.

US-based market research firm in New York EMarketer analyst Noah – Elkin (Noah Elkin) said: “Kindle Fire may be the best on the market Android tablet. Google provides experience undoubtedly played a significant role. “

Google mobile advertising has become the fastest growing markets in the world. According to market research firm Gartner expects the global mobile advertising market in 2015 revenue will reach $ 20.6 billion, while in 2010 the market’s still only $ 3.3 billion. Currently moremmers to use, click on through consumers to create online advertising revenue. However, this strategy has difficulty being in an accident.

Chinese Internet giants Amazon and Baidu are being developed around Android product, this apparent neglect Gmail, Google Maps and YouTube, Google traditional revenue source software and Google’s online App Store. Nowadays is rapidly seize market share Apple iPad Tablet PC on the Amazon Kindle Fiire not install the Google software.

US-based market research firm in New York EMarketer analyst Noah – Elkin (Noah Elkin) said: “Kindle Fire may be the best on the market Android tablet. Google provides experience undoubtedly played a significant role. “

Google mobile advertising has become the fastest growing markets in the world. According to market research firm Gartner expects the global mobile advertising market in 2015 revenue will reach $ 20.6 billion, while in 2010 the market’s still only $ 3.3 billion. Currently more and more network traffic from the application, rather than the mobile browser, so once more equipment manufacturers have to follow the practice and benefit from the Amazon, then Google Android operating system you want to dig from a more more mobile advertising revenue is likely to encounter difficulties.

U.S. investment bank Evercore Partners analyst Ken is responsible for the Amazon – Senna (Ken Sena) said: “As an operating system, Android’s important part is that it enables Google to its mobile advertising business remain at the forefront of the industry and the core position. “

move into the mainstream program

depending on the application analyst Flurry Inc. Published statistics show that regular daily use of mobile smart phone users The average length of time the application is 94 minutes, while access via the mobile web browser, the average duration is about 72 minutes. A year ago, these two basically the same data.

Senna said: “This may still seem trivial now, but the future may develop into a smart phone users to search the common way. “

many buyers may not be aware, the Amazon Kindle Fire is actually an Android tablet. Christmas shopping season by the rapid sales momentum boost, Kindle Fire is expected to become the world’s most popular Android tablet computer products.

Amazon abandon the use of Google Android Marketplace, instead use their own online application stores. Amazon also follow Apple, strict control of the program stores in its own program types. Amazon Kindle Fire Equipment also provides millions of their already very familiar with one-click e-commerce shopping experience.

Apple model

according to Barclays Capital analyst Anthony – DiClemente (Anthony DiClemente) expected, the Christmas shopping season in 2011, Asia Amazon Kindle Fire has sold 5.5 million units. The success of the product that many consumers are looking to achieve seamless integration of hardware and software products.

Gartner analyst Michael – Guttenberg (Michael Gartenberg) said: “Apple has let the industry are aware of each vendor, the consumer is very value-performance integrated operating system. Android is indeed expected to be successful, but not entirely in accordance with Google for its design direction. “

Google executives said, compared with the realization of profit, the company is facing a more important task is to expand the extensive use of the Android operating system. Only more and more devices using the Android system, will have more and more users use mobile search, it will be more and more application developers dedicated to developing applications for Android.

1 19, Google CEO – Larry Page (Larry Page) meeting with analysts on the earnings conference said: “We are profitable in the early Android system. We have already anticipated profit from the many opportunities the Android system. “

search advertising business

search engine advertising business Google has become the main source of revenue. Similar with Apple and its App Store, Google has its Android Marketplace application to extract 30% of sales revenue.

investment bank Cowen & Co analyst Jim – Friedland (Jim Friedland) recently estimated that Google’s revenue in 2012 will reach $ 44.6 billion, of which 58 billion from the mobile business revenue. Senna and Evercore Partners analyst pointed out, Google’s mobile application from the mobile business revenues less than 50%.

Citigroup analyst Mark – Mahaney (Mark Mahaney) recently estimated that Google’s mobile business in the next annual revenues exceeding $ 10 billion four years. The growth rate also exceeded analysts had expected Google in 2011 and 2015 total revenue growth of 66% level.

Thus, even with all Android devices for mobile applications, 10% revenue from the Amazon Kindle Fire Tablet PC, because the Kindle Fire Google to abandon the use of traditional software, the company’s annual revenue suffered by the loss is not the $ 300 million.

Baidu, Dell

However, Amazon is not the only one planning to develop products around Android technology companies. Chinese Internet search giant Baidu has developed its own dedicated smartphone software.

Last month, Dell introduced the Streak Pro smart phone, and soon in China, the market for sale. This will be the first for Baidu – Easy-platform development of smart phones, including Baidu’s search for the platform, books, maps, music, and other proprietary software and local recommendations.

Now it seems that Baidu is difficult to achieve with existing Amazon-style success. The U.S. investment bank Piper Jaffray Cos analyst Gene Munster – Munster (Gene Munster), pointed out that Dell is not the Tablet PC market leader.

In addition, Facebook is a technology company can not be ignored. San Jose, California-based consultancy Creative Strategies Inc. President – Tim Bajarin (Tim Bajarin) expected, Facebook is about to launch a Google software does not carry any Android phones. Instead, the phone’s user interface will focus on its social networking and other applications from software developers to design.

Google license agreement

now, Google has been looking for a “all or nothing principle” (all-or-nothing approach) The application suite license agreement. In the agreement negotiation process, licensees can choose to use all or most of the Google mobile applications, or do not use any software provided by Google. This means that, in order to get Google Gmail, Google Maps and other popular software the right to use, licensees may also agree to use Google’s Google Talk VoIP applications or contact management program Contacts.

Google Android business executives – Andy Rubin (Andy Rubin) said that Google is to adhere to the license agreement to ensure that consumers can use to the present has become the industry standard applications, but Google’s application is to achieve effective compatibility. Of course, with Google earnings are closely related.

Rubin on December 21 last year, held a press conference that: “Free using software provided by Google is behind the strong support of Google’s business model is from the search and its application in business create revenue. “

However, some competitors said that Google’s alleged use of its enormous influence to promote their mobile products improper. Boston-based emerging network company Skyhook Wireless Inc. Lawsuit, Google requested a mobile phone manufacturer Motorola and the other may not be used Skyhook’s location-tracking software, but Google provides a similar software.

a good relationship with Google

addition to Google and Google signed an agreement to use an application other than full and many equipment manufacturers have no other choice. Once out of the Android operating system, such as Samsung and HTC (HTC) such as mobile phone manufacturers will lose the competition with the Apple platform. In the absence of self-developed application or service, if you do not rely on Google’s applications, the equipment manufacturers will be at a disadvantage in the competition.

Creative Strategies president, Bajarin said: “I do not know whether the current market there are other vendors with the strength of the Amazon. They need a good relationship with Google. “

and Amazon do not have to worry about this. Amazon did not make money on the hardware device (Kindle Fire $ 199 or so that the company suffered a loss), and its development strategy is to produce to allow consumers to shop in their application or online streaming media player to buy more movies, music and electronic products. To this end, Amazon launched its own mobile application store and a product called Silk browser. RBC Capital Markets analyst Ross – Sandler (Ross Sandler) is expected, films and books through online product sales, Amazon Kindle Fire from every $ 136 in profit.

Google Mobile

Menlo Park, Calif.-based institutional investors Canaan Partners inve