Speculations about RIM these days are floating all over the place, the latest speculations come from a note to clients by Peter Misek, analyst from Jefferies & Co. On his note Misek states RIM may be moving in the direction of licensing BlacKBerry 10”
We think some of this has already been started with RIM likely agreeing to license Blackberry 10 to Samsung, HTC, and possibly others.This would help create a critical mass for the ecosystem and maintain RIM’s monthly service revenue; however, it puts more pressure on the hardware business in the short term. Longer term, it possibly gets people hooked on the RIM ecosystem and may in fact allow them to sell more BB 10 handsets (if they are able to create compelling handsets).
RIM licensing their OS to manufacturers such as HTC, and Samsung does not seem like a good fit, they may encounter delays similar reasons why we haven’t seen a QNX powered BlackBerry by now. In the past RIM has tried similar approaches, one is the the BlackBerry Connect, giving other manufacturers access to push technology. That did not meet the adoption RIM had hoped for. Some of the supported manufacturers included Nokia, Palm Treo, Sony Eircsson, and Windows Mobile, you can read more about it here. With these manufacturers having huge success with the Android operating system it does not seem likely, but at this point it does not seem farfetched for RIM to explore all the options available to them.
Other moves RIM has made in the past at bringing the BlackBerry experience to other devices is the BlackBerry Application Suite. In 2008 and and 2010 we saw some images and even a video of an HTC device running the app. I had a chance to try it and it perform slow but it was eventually scrapped.
So what do you think would this be a good move for RIM or should they just focus on bringing a Solid QNX powered BlackBerry to market later this year?