When it comes to hardware in the global smartphone market, Apple (AAPL 0.53%) and Samsung are widely acknowledged as the two biggest (and best) manufacturers. But that might not be the case for very long. In the following video, Lyons discusses why Google (GOOGL 0.54%) -- which acquired Motorola over a year ago -- could very well disrupt the current smartphone OEM duopoly. With the customizable "Moto X" coming down the pipeline, and a $500 million "Made in America" marketing campaign to back it up, hardware investors might start turning their attention toward Mountain View as early as this fall.