Google has recently gotten into the hardware business with the launch of its Nexus 7 tablet. The search giant also bought Motorola Mobility earlier this year. Both moves hint the company has no intention of shying away from making its own devices on its Android platform, Misek said.
"What we believe is that Samsung has been relying heavily on Android and they've come to the conclusion that Google is actually going to start competing with them," Misek said. "And I think they are struggling internally that they have to boost their software systems, and part of that is owning an operating system. And their choices are limited."
Samsung has two options, said Misek. The company can either scrap the Android platform and develop a new operating system or Samsung can partner with or buy RIM. The latter being the better option because developing an OS will take too long, Misek said.
As for RIM, an acquisition by Samsung would be ideal.
"I think they would embrace Samsung with the biggest bear hug you've seen," Misek said.
RIM is planning to release their latest smartphone, the Blackberry 10, early next year. But Misek, who has tried out the new BlackBerry 10, said it is unlikely the new mobile device will do much to save the company.
"Frankly, it's good but there's no way it's going to beat Apple, and frankly the best it's going to do is match Android," he said.
—By CNBC.com’s Cadie Thompson