Android is doing very well in China. But in something of an exclamation point on John Kirk’s musings on Android’s contribution to Google’s bottom line, Android in China may not be doing at all well for Google.
That’s the conclusion of a post at Telecomasia.net by Ovum analyst Siv Putcha (tip of the hat to Steve Crowley). Putcha argues that because the Chinese government blocks access to many Android services:
Chinese device vendors are using Android for their own purposes, and are increasingly at odds with Google’s preferred vision of Android’s developmental direction. As a result, Android is fragmenting beyond Google’s control, and Google’s Android strategy is rapidly coming undone in China with no immediate prospects for correction.
It’s not clear whether these millions of not-quite-Android phones being sold in China ever get registered with Google or count in Google’s activation total. But it seems certain that they are contributing little or nothing to the strategy of giving the software away and hoping to monetize services.