> The Android hardware business is a horrible business for all but a few of the manufacturers.
http://www.digitaltrends.com/mobile/android-and-apple-market...
In terms of operating revenue, Motorola died in 2007, Sony Ericsson died in 2008. That left Nokia, RIM, HTC, Samsung, and Apple.
Apart from Apple, the only companies to make more money after Android was released were Samsung and HTC, because they were the only viable phone makers who switched to Android. Motorola and Sony Ericsson were already toast - they couldn't compete with HTC and Samsung.
RIM and Nokia are the other two viable handset manufacturers. If they switch to Android, I think they'd make more money.
> I don't see what the benefit for them would to compete in the hardware business when they can deliver their software on top of 95% of all smart phones instead.
"If we can capture just X% of this huge market, we'll make out like bandits!".