Rough list of Google Hardware lines:
- Pixel (smartphones, earbuds, Chromebooks, tablets, smartwatches).
- Google Tensor SoC (semiconductors) and Google TPU hardware
- Google Nest / Home (home IoT and smart speakers)
Let’s assume Android is spun of on its own and that Google Cloud Platform is out of scope for the discussion.
IMO Pixel would find it hard to survive due to their extremely limited geographic distribution compared to Samsung, Apple and many Chinese smartphone OEMs.
Their TPU and semiconductor business may be in a better position, but at least with Tensor SoC, the team has never worked with 3rd party clients and this is a whole different ball game from an internal only approach.
No idea about their IoT business. I don’t use commercial IoT solutions (Raspberry Pi all the way).
well they could at least continue to sell to Google