And don’t sleep on Lenovo. I’ve long considered them the most likely global Samsung challenger. As they have demonstrated in PCs, they have the cost structure and market knowledge to compete and win in low margin hardware, and they now have the channel and brand to keep Samsung honest in North America – another win from Google’s perspective.
Lenovo is certainly the player to watch. They certainly have the global reach and financial structure to compete with Samsung on the low end. The fox is getting his popcorn ready.