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Amazon and Google Make Peace Over Smart TV Competition (protocol.com) 6

According to Protocol, Amazon and Google have struck a deal in recent months that allows Fire TV models to be produced by Android TV partners. From the report: As a result of that deal, Amazon has been able to work with a number of consumer electronics companies -- including not only TCL, but also Xiaomi and Hisense -- to vastly expand the number of available smart TVs running Fire TV OS. All of these companies were previously barred from doing so under licensing terms imposed by Google. The agreement may also alleviate some of the pressure Google has been feeling as regulators around the world have investigated its Android platform. However, some experts are skeptical a singular deal will address the overarching concerns with Google's operation and licensing of Android to third parties.

The deal between Amazon and Google resolves a yearslong dispute over licensing restrictions Google imposes on hardware manufacturers that make Android-based phones, TVs, and other devices. In order to gain access to Google's officially sanctioned version of Android as well as the company's popular apps like Google Maps and YouTube, manufacturers have to sign a confidential document known as the Android Compatibility Commitment. The ACC prevents manufacturers from also making devices based on forked versions of Android not compatible with Google's guidelines. The ACC, which was previously known as the Anti-Fragmentation Agreement, had long been an open secret in industry circles. Its full impact on the smart TV space became public when Protocol reported terms of the agreement in March of 2020 and outlined how the policy effectively barred companies like TCL from making smart TVs running any forked version of Android, including Amazon's Fire TV OS.

Google has been justifying these policies by pointing to the harmful consequences of Android fragmentation, positing that the rules assured developers and consumers that apps would run across all Android-based devices. However, the crux of Google's requirements is that they apply across device categories. By making a Fire TV-based smart TV, TCL would have effectively risked losing access to Google's Android for its smartphone business -- a risk the company, and many of its competitors that develop both smartphones and TVs, weren't willing to take. At the time, both Google and Amazon declined to comment on the dispute. However, Amazon was a lot more forthcoming when it talked to Indian regulators for a wide-ranging probe into Google's Android policies.
"Given the breadth of the anti-fragmentation obligations, Amazon has also experienced significant difficulties in finding [original equipment manufacturer] partners to manufacture smart TVs running its Fire OS," the company's Indian subsidiary told regulators in a submission that was included in last week's report. Amazon told regulators that "at least seven" manufacturers had told the company they weren't able to make Fire TV-based smart TVs because of Google's restrictions.

"In several cases, the OEM has indicated that it cannot work with Amazon despite a professed desire to do so in connection with smart TVs," Amazon said in its submission. "In others, the OEM has tried and failed to obtain 'permission' from Google."
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Amazon and Google Make Peace Over Smart TV Competition

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