Barring exceptional execution from Nokia, We believe Samsung will have the distinction of being the number one supplier of mobile devices (cell phone and smart phones). Ten years ago the company had a negligible market share compared to the likes of Nokia, Motorola and Sony. Building on its success from the Korean market, Samsung gradually penetrated other Asian markets, eventually developing a strong presence in Europe and the America’s. A couple of years ago Samsung became the number one supplier of mobile devices in the US ahead of Motorola and Nokia.

Samsung’s success can be attributed to:

• Short product cycles
• Excellent design
• Variety of products
• Lower cost products for emerging markets
• Strong branding

Moreover, its success in the smartphone segment started with the Blackjack (yes! it was windows based) series. In the last copleof years the Galaxy S has achieved the distinction of being called the best android smart phone. The company has taken significant share from HTC, Motorola and some share from Apple.

Given that Google is in the process of acquiring Motorola, I will not be surprised to see Samsung offer more handsets with Windows 7/8 and its own OS.