Google’s Android One program is a great strategy by Google to regain control over the Android platform and overcome the AOSP fragmentation problem as well as push the Google cloud services to the bottom of the pyramid. For OEM partners this is a way to get in bed with Google and raise their brand profile. For Consumers, it is to get a Nexus-like experience at highly affordable price points.
We estimate Google Android One based phones to reach roughly 2 million units this year and roughly 16 million units next year as the program expands to other markets.
