Google: Will it be vulnerable in mobile search?

Google dominates mobile search courtesy of its Android operating system and deals with Apple on iOS, but its position could become tenuous as the value stack in smartphones shifts.

That’s the gist of a research note from Bernstein analyst Craig Moffett. Today, it’s clear that Google dominates mobile search. Google has leveraged its desktop dominance to the mobile realm. However, Moffett makes a case that Google may be a bit vulnerable. Why? Google correctly saw that the iPhone could have been a monopoly and created Android. That move ensured that Google would control its mobile search fate. However, the worries for Google could occur if Apple and Samsung dominate the smartphone industry—not a stretch. Both could charge Google more to be the default search.