Google's market cap is much lower than Apple's and just slightly higher than Samsung's. It still gets 95% of its revenues from desktop search ads, while it pays Apple a 75% cut of all Google search revenues on iOS devices and Samsung just asked for a similar cut on its devices above the 10% it currently gets. Google never had to pay Dell or HP a cut of its search revenues on the desktop, but in the mobile world, Apple and Samsung have all the leverage. Google's business model is sustainable only in a world where people are still mostly using desktops to access the Internet, but Apple's and Samsung's devices take people away from the desktop and get big cuts of whatever search revenues Google does get from mobile search. Google's main search business model is still as stuck in the desktop world as Microsoft's Windows and Office businesses. Even with 75% Android market share, Google gets most of its mobile search revenues from iOS users because Android phone buyers just bought their phones because they were the cheapest available. Such price-sensitive customers don't get data plans so don't do much surfing or clicking on Google's mobile ads or buying apps or engaging in e-commerce in general. Their Android phones which still run mostly Android 2.3 Gingerbread or even Froyo (according to Google Play's own monthly stats) are basically feature phones with touchscreens. Google doesn't make anything from such low-income users, and these low-income Android phone buyers weren't the ones Google had in mind when it launched Android 5 years ago, though it should have known better because its open and "free" Android OS ethos infected and led every Android user to believe everything on the Internet and every app and game was free forever so let's never actually pay Google a dime for anything. iOS users are still where the actual money is at; thus, both Google and Samsung come out with high-end phones to try to convince some of these iPhone users to switch. But Google and Samsung each has its own agenda at the end of the day and increasingly don't see anymore value in their partnership and will go their separate ways, for better or for worse. Hubris and greed will drive Samsung to enter software and Google to enter hardware, but both will fall on their faces. Tragedies can't be stopped because human nature is human nature and they each want more, more, more than what they already have in their pursuit of becoming the next half-trillion dollar company like Apple. Samsung defeats Google first because it has unrivaled manufacturing and marketing scale and know-how, but then Samsung falls to Apple because nativist Samsung has no clue about how to run an ecosystem for the world. They can't even fix their broken English in their manuals, and people don't want to have to send their broken Galaxies to Koreatown in New Jersey for 3-4 weeks at a time at their own expense for service. Between Samsung's Tizen ecosystem (which will support legacy Android apps) and Apple's iOS ecosystem, it's clear which one most people around the world will pick. It's an ecosystem war and Samsung's will be extremely inferior, not from a technical standpoint but from a management and governance standpoint.