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Google Partners With LG & Mobile Handset Maker Deal Chart

Google has gained another mobile phone handset partnership, this time with LG.  As of the second quarter of this year, selected LG handsets shipped throughout the world will be preloaded with mobile versions of Google software, including Google Maps, Gmail and Blogger.

Search Engine Land Danny Sullivan

Context & Ripple Effects

Google's mobile strategy in early 2007 is taking shape as a distribution play rather than a hardware one. The LG deal, confirmed by LG's own announcement the same day, puts mobile versions of Google Maps, Gmail and Blogger directly onto selected LG handsets shipping worldwide from Q2 — no new device required.

The syndicated trail shows how fast this is becoming a pattern rather than a one-off: Google's own release announcing a parallel Samsung alignment landed alongside the LG news, and Engadget's pickup framed it pointedly as "phones with Google, not Google phone" — a direct rebuttal to the GPhone speculation running through coverage of Google's every mobile move this quarter.

First-order effects

  • Selected LG handsets shipping globally from Q2 arrive with Google Maps, Gmail and Blogger preinstalled, giving Google default placement on consumer devices it does not manufacture.
  • LG gains a bundled software differentiator for its global lineup at essentially zero licensing cost, while Google buys handset-scale reach without hardware margins eating into it.

Second-order effects

  • Rival handset makers are already responding in kind — the same-day Samsung alignment shows preload deals turning into table stakes among major OEMs, forcing any maker without a Google bundle to explain why its phones lack Maps and Gmail.
  • Mobile platform vendors whose applications get displaced by factory-installed Google services face a shrinking default slot on LG, Samsung and whatever OEM signs next.

Third-order effects

  • If preload deals keep stacking across OEMs, Google secures the default-services layer across most shipped handsets — weakening the case for a proprietary Google phone and shifting competitive leverage toward whoever owns the out-of-box experience.
  • The pattern points toward handset makers competing increasingly on which internet services they bundle, with search and communications defaults negotiated between OEMs and platforms rather than set by carriers alone.

The trend: Google is assembling mobile distribution deal by deal through handset-maker preloads, testing whether default placement on other companies' hardware can substitute for building its own phone.