Where Samsung was once the fastest-growing Google (NASDAQ:GOOGL) Android smartphone maker, most of Android's market share growth is now coming from the "other" segment, driven largely by cheap options coming out of China. The question now becomes whether this developing news is good now either Google or Samsung, and the answer is somewhat unexpected. For Google, growth in the low end of the smartphone market is hard for the company to monetize. For Samsung, this growth may lead the way for the company's own operating system -- Tizen -- still expected to be released on a premium phone later this summer.

In the video below, Fool.com contributor Doug Ehrman discusses the potential consequences for each company.

Editor's note: The author misspeaks at the 0:12 mark. Samsung's market share is around 40%.