Analyst says RIM and Samsung are talking BB10 licensing deal again

By on August 8, 2012, 11:00 AM

Rumors are surfacing once again that suggest Research In Motion could be in talks with Samsung to license the long-awaited BlackBerry 10 mobile operating system to the Korean electronics giant. Jeffries and Company analyst Peter Misek told investors in a recent memo that he believes a strategic review from RIM will result in a decision to license the OS and that Samsung is the most likely target at this time.

As All Things D puts it, RIM’s best hope for recovery doesn’t lie in the operating system itself but in a licensing deal. In his memo to investors, Misek said that RIM now appears to realize what Wall Street has been saying for some time: they are a subscale manufacturer and are in desperate need of a partner. The analyst reportedly based his assumptions on recent RIM management comments in the press.

The idea isn’t as far-fetched as it might seem. Just last week, RIM CEO Thorsten Heins told the Telegraph that his company doesn’t have the economy of scale to compete against manufacturers that can churn out 60 handsets a year. He further noted that RIM may need to look at licensing BB10 to someone that could do it at a better cost proposition than they could.

Misek believes that Samsung would be interested in BB10 to further along their internal development of an operating system, a move that would help to reduce their dependence on Android. Such an acquisition would also likely give Samsung access to RIM’s subscriber base although he concludes that an announcement likely wouldn’t come until after the OS launches.

User Comments: 3

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mosu said:

Because at a realistic price point it makes sense, as RIM needs Samsung's help.

psycros psycros said:

If RIM has spent more time hiring engineers instead of useless middle managers they'd have all the talent they needed, but that's water under the bridge at this point. There's no question that Samsung could make a properly tough and long-running Blackberry..heck, they could probably make improvements if RIM would let them. With BB 10 phones theoretically capable of running Android apps, this could a coup for Samsung - an OS that they would have a lot more influence over while still having access to a massive app catalog. And at day's end the user does not care which OS is under the hood so long as its highly usable and runs his apps. Frankly, RIM needs Samsung or a similar partner to have any hope of survival.

Wagan8r Wagan8r said:

I just don't see any motivation for Samsung to partner with them, especially since they've been hesitant to embrace Windows Phone. The future of Windows Phone is a whole heck of a lot brighter than that of BlackBerry.

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