Google Inc. (GOOG), Apple Inc. (AAPL), Intel Corporation (INTC), Baidu.com, Inc. (ADR) (BIDU): An Android Killer?

Problems solved by Tizen
Not only will Tizen alleviate the need to create complex workaround solutions for Android’s native applications, but it will also unlock value for manufacturers and local service providers. Because Google Inc. (NASDAQ:GOOG) is essentially shut out of these markets anyway, in one sense, the move won’t cost the company money because it isn’t making any. In addition, companies such as Baidu.com, Inc. (ADR) (NASDAQ:BIDU) aren’t able to create the native content that they would like to not only bolster their own business, but also create richer user experiences; Google may not be actually functioning on these devices, but it isn’t about to allow others to muscle in to the core code. Lastly, because smartphone makers are stuck with Google, they can’t negotiate mutually beneficial relationships with other providers that are more interested in these markets.

Does Google care?
The next logical question is that if Google Inc. (NASDAQ:GOOG) isn’t making money in these markets with Android, should it care? Unfortunately for Google, the answer is yes. Leaving aside the reality that the smartphone wars are largely about perception — showing more market share has intrinsic value — Tizen won’t be limited to those markets in which Google is shut out. If the OS gains traction in Asia, certainly a critical market by any measure, it will have the potential to pose a threat on all fronts to Android.

The emerging markets remain the last frontier of explosive growth in smartphones. While growth in developed markets is not anemic, there are signs that it is leveling off. This makes emerging, untapped markets the single most important battleground for every aspect of the smartphone industry. Especially with Apple Inc. (NASDAQ:AAPL) remaining on the sidelines, apparently preferring to remain a premium-only provider, a real threat in these markets should give Android investors pause. Ahead of the release, it’s too early to know how disruptive Tizen will be, but it has the potential to be the single most important smartphone event of 2013.

The article An Android Killer? originally appeared on Fool.com.

Fool contributor Doug Ehrman has no position in any stocks mentioned. The Motley Fool recommends and owns shares of Apple, Baidu, Google, and Intel.

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