From an IDC press release;
In fact, AndroidOne will go further and effectively create a bipolar “pear shaped” environment where the high end will be dominated by the likes of Apple and Samsung with their iPhone and Galaxy flagship devices; and the low end will increasingly converge around the $100 Average Selling Price (ASP) benchmark.
Note that the high-end Android market depends on Samsung.
Without Samsung, Android might be low-end ($100 ASP) only.
That’s a pretty bad situation. I think Google should be treating Samsung better.