First of all, we need to remove Nokia and Windows Phone from this equation. Nokia has found a niche with the camera on its high-end Lumia models, and is marketing it for all its worth. Additionally, the company is doing well in emerging markets where the low-end Nokia Lumia 520 has been selling like hotcakes. It is possible that Nokia has turned a corner here and with the GDR2/Amber update spreading the use of the Nokia Pro Camera app to other models besides the Nokia Lumia 925 and Nokia Lumia 1020, we could see the Finnish handset manufacturer carry Windows Phone on its back. By this time next year, we could be talking about the big three instead of just iOS and Android.
That leaves BlackBerry. The problem if the Canadian OEM switches to Google's open source OS is the same problem that afflicts HTC, Sony, Motorola and other Android handset manufacturers. The platform is dominated by one company, Samsung. The Korean based company was responsible for nearly 95% of the profits earned by selling Android flavored smartphones in the first quarter. LG took 2.5% of the profits while the remaining 2.7% was split by HTC, Motorola, Sony and others. Think about a group of stranded castaways on an island splitting a single pea left in a can. That is what profitability is like for those remaining Android manufacturers. Should BlackBerry CEO Thorsten Heins stop shipping a device with a proprietary OS and instead battle with a fork for a share of that one pea?
The bottom line is that Nokia's best move is to continue to try to exploit the smartphone photography niche that is has been focusing on. While there will be more challengers coming with the Sony i1 Honami and the improved snapper expected on the next iteration of the Apple iPhone, Nokia can continue to make its name synonymous with low-light photography. For BlackBerry, the only answer is to sell off the manufacturing part of the company and either keep its enterprise services or sell that off too. This is a decision that the company's board is apparently grappling over.
source: ZTE via BerryReview