That's what electronics market research firm iSuppli -- the company known for guesstimating Apple's hardware costs -- wrote in a short report e-mailed to reporters on Tuesday afternoon.
iSuppli thinks Google has a strong chance of success in changing the basic business model for wireless carriers away from selling voice call subscription plans to selling ads tightly targeted to mobile device users.
- Android, the open-source operating system any phone maker can adopt without paying a licensing fee demanded by makers of most other phone software.
- A 70/30 split on revenue from app sales for Android. Developers get 70 percent of the cash from sales, compared to the American wireless industry's standard 50/50 split. For many developers, the extra 20 percent is the difference between losing money and minting it.
- Free Google Maps and turn-by-turn GPS-based navigation in Android. "The beauty of Google’s navigation initiative is that its offering, while free, will result in profits via mobile search and advertising,” iSuppli analyst Jagdish Rebello said.
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