Lenovo's move to buy Motorola Mobility from Google in a deal valued at $2.91 billion is likely to spur an Android ecosystem consolidation wave because smaller players aren't going to have the scale to compete.
The first casualty in this consolidation wave is likely to be HTC.
For Google, one advantage of selling Motorola to Lenovo for $2.91 billion is that it creates two big dogs in the Android ecosystem: Samsung and Lenovo. Lenovo has the scale to compete with Samsung eventually. Today, Lenovo is working on its supply chain efficiencies as it tackles emerging markets. … Read more