Definitely a possibly huge catalyst for ARM Holdings stock (ARMH). I am agnostic as to whether this could be a bit of a negative for Google from a PR standpoint. Referenced this article in my bullish case for ARM here:
I think Google either (a) is becoming power drunk and looking to exert control, or (b) is becoming concerned over a perception of a problem of fragmentation. Is fragmentation really a problem? On the one hand, sure, people want a consistent user experience across platforms - the ability to buy from any manufacturer and know the user experience will be identical. But the problem is that this stifles innovation. With this approach you get no choice and have to take whatever the powers that be deem you shall have. This is one reason why people oppose Apple. Why would we want Google to turn into what is disliked about Apple? Rather the strength of Android is the opportunity to try many different approaches in parallel and see what sticks. Why shouldn't manufacturers be allowed to try different things to find out what really works for people and let the people decide what works for them? That's what the free market is all about - many entrepreneurs trying different things and the consumers choosing the winners and losers - in the end consumers get the best of all possible ideas, not just the ones that a controlling power deems consumers shall have. Android is free market empowering and empowered. Why eliminate that? The power of Android was the ability to bring all possible ideas to market, but now Google seems to be making moves to obstruct that ability because they are more worried about the perception of fragmentation that would bring.
These complaints need to be put in context. Google has like 5% of the tablet market and even less of the mindshare for that market. In order for them to establish a solid position they need a small number of successful platforms. Flood the market with enough me-too tablets and none of them will stand out against the iPad.
It appears as though the platform is become more open to some than to others... I read in another article that 3.0 cannot be put on a devices that was shipped with 2.x, regardless of hardware compatibility... Sounds like someone at Google has decided that they need to make more money of phones...
It would seem to still be room to optimize a computer architecture for mobile type operating environments of which Android is just one example.
Standardizing on Arm and enforcing that standardization could be a detriment to future performance.
"And there is concern that where developers wish to develop applications that could compete with Google functions, such as search and mapping, that approval could be withheld or delayed." With google expanding operations beyond searching and mapping, will there be any freedom at all left to the developers for so called "open source" OS?
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.